Investment Distribution Manager

Our client is a Johannesburg-based firm offering investment management, financial planning, and estate services. Founded in 2005, it focuses on independent, client-driven advice through a network of equity-owning advisors.

Our client is seeking a results-driven Investment Distribution Manager to promote their discretionary fund management (DFM) solutions for financial advisors—both internally and externally. In this role you will provide expert investment guidance, support portfolio construction, and drive business growth through strong client relationships and market insights. In addition to engaging with financial advisors, you will manage and maintain relationships with underlying Discretionary Fund Managers (DFM) providers, ensuring seamless collaboration, fund performance oversight, and alignment with the client's investment strategies.

A key focus of this role is achieving their growth targets, including increasing assets under management (AUM), expanding the adoption of their solutions, and driving revenue growth. You will ensure compliance with financial regulations while delivering tailored investment solutions that enhance their client outcomes.

Key responsibilities :

Portfolio Management Support

• Provide expert guidance on their investment solutions, model portfolios, and segregated equity strategies
• Work with financial advisors and paraplanners to ensure investment solutions fit the client’s risk profile and needs
• Monitor and analyse portfolio performance and recommend adjustments when required
• Travel occasionally to collaborate directly with financial advisors

Relationship Management

Drive Business Growth

Investment Analysis & Market Research

Business Development & Sales Support

Requirements

Qualifications

Experience

Skills

Knowledge

Benefits

Market related base salary and annual bonus that is formula driven based on net flows into their investment solutions.