Manager - Channel Development And Enablement

Manager - Channel Development and Enablement

Job Overview

The PPS Advice and Distribution business is looking for an individual to hold a portfolio of three key functions.

Thought Leadership through critical thinking, solution development and bespoke design for all channels.

Strategic direction to all External Distribution teams on Investments, including delivery of packaged thought leadership solutions for Brokers and IFA's.

Building investment capability within Internal Distribution through engagements, training, practice management and delivery of target-based outcomes to meet business stretch goals.

Supporting the Wealth Advisory business with delivery of bespoke advice capability and thought leadership to enable penetration of new markets and HNW segments with business outcomes of increasing Gross Flows and Assets under Advice.

Duties and Responsibilities

Provide strategic insight by continually researching global trends around methodology, solutions, pricing, value proposition, segmentation and service strategies.

Optimization of member outcomes by understanding trends and changes in the financial planning market.

Detailed understanding and in-depth knowledge of Tax, legislation, product and advice to tailor client outcomes which are then embedded into best practice and frameworks.

This role will enable new client acquisition and existing client cross-sell.

Research on global trends and changes within the financial services capability to ensure PPS A&D remains relevant and cutting edge.

Provide product developments and enhancements by collaborating with product houses based on emerging globally trends.

Define and implement an approach across all practice areas, integrating the full range of services, showcasing the knowledge and expertise.

Contribute to setting the direction and strategy through Thought Leadership.

Engage in discussions with industry stakeholders

Develop and implement a simple, high-impact manner of communicating Thought-Leadership outputs (internally and externally).

A key member of the Advice Council within A&D to approve and implement in conjunction with Distribution Heads and Best Practice.

Develop strategies / initiatives to unlock sales opportunities within and across all channels.

Manage a budget and expenditure and logistics of a decentralized office.

Accountable to deliver annual Investment profitability through the channels and in conjunction with Heads of Channels and Senior Management, partnering with PPSI to enable these outcomes.

Support projects and campaigns, with the ability to deliver presentations within regions on at least a quarterly basis, including both roadshows and smaller events.

Work with the Positioning and Intelligence PPSI heads, A&D Head of Channel Development and Enablement and the A&D Exco, to ensure that the distribution & engagement process, including CRM activity, data analysis and intermediary positioning information is in line with the annual and quarterly plan for the Investment Specialists, Broker Consultants.

Manage a team of Investment Specialists, towards a specific target in terms of both activity and flows within the Internal Distribution and Wealth Advisory business.

External Distribution focus is to actively engage with, and build long-term strong relationships with key business partners, associations, stakeholders, intermediaries including high net worth intermediaries to achieve objectives.

Quarterly training and development of the External Distribution Broker Consultants and Investment Specialists in order to support their Broker Consultants, Investment Specialists and support staff.

Lead, motivate and drive performance of the teams including internal and external stakeholders.

Ensure a positive team culture by optimizing staff engagement levels and team effectiveness.

Hire, develop and manage people in alignment with company objectives, values and culture.

Design, implement and monitor corrective action to address shortcomings in achieving sales objectives.

Requirements

Education

Related tertiary qualification(s) essential.

CFP and / or investments related honours degree an advantage.

RE5.

Systems Knowledge

MS Office – specifically a good understanding of both PowerPoint and Excel.

CRM experience.

Experience

6 years' business development or sales experience within Financial Services.

Experience in Insurance product sales or advice as well as the investment / asset management industry.

Discretionary Fund Manager's and / or multi-management experience would be advantageous.

5+ years' experience managing people.

Proven track record in people management and leading a sales team.

Proven track record in achieving sales targets

The establishment of a good network and collaborative relationships with the broker space to support the achievement of sales targets.

Experience in design, research and written thought leadership strategies.

Position Details

Seniority level : Mid-Senior level. Employment type : Full-time. Job function : Sales and Business Development.

#J-18808-Ljbffr