Job Description

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Lead and drive the development and execution of a comprehensive distribution, marketing, and sales strategy for our Discretionary Fund Manager (DFM) business. This includes fostering key relationships with distribution channels, financial advisers, and asset managers while ensuring the effective promotion of our business offerings. The role is dedicated to implementing sales and growth strategies, creating brand awareness, and representing our business at client, industry, and asset manager events, ultimately contributing to the success and expansion of our DFM business. The ideal candidate will possess a strong combination of investment knowledge, strategic sales orientated, and leadership skills to manage a distribution team. They will work closely with key internal stakeholders such as investment teams, marketing and channel leadership to drive asset growth.

Requirements

Experience & Qualifications:

Bachelor's degree in finance or investments
CFP, CFA Level 1 or equivalent
8 - 10 years' experience in the investment industry preferably in a distribution environment.
5+ years Asset management, business development experience. Understanding of Investment strategies and regulatory requirements

Duties & Responsibilities

Key Responsibilities:

Align with Equilibrium's purpose and strategy to ensure the distribution team is in sync with Equilibrium's purpose and strategy.
Own, develop and implement a comprehensive strategic plan, for each channel i.e. IFA, Consult and Tied to ensure a focused approach.
Support sales target achievement by enabling the Equilibrium to meet sales targets through the distribution team.
Drive efficiency and innovative distribution approaches by leveraging any data analytics and emerging technology
Enhance DFM and investment consulting proposition by strengthening the value proposition of the DFM and Investment Consulting on various LISP platforms.
Lead the distribution team to empower sales channels by equipping them with the necessary knowledge and skills to effectively promote our capabilities.
Strategically elevate Equilibrium's market presence using both traditional and innovative methods.
Implement and execute the distribution strategy to boost net flows into Equilibrium.
Support and enable the various distribution channels to boost Equilibrium's market presence, support sales targets, and effectively promote our financial solutions.
Support financial advisers by creating tailored content, analysing data to reinforce investment messages, and facilitating their transition into portfolios.
Drive innovation and growth by generating creative solutions for business challenges and exploring unique techniques to boost transition rates into model portfolios while
identifying growth opportunities.
In partnership with marketing, ensure impactful events and campaigns to enhance Equilibrium's brand presence and asset growth.
Represent Equilibrium by participating as a company representative in conferences, investment panels, asset management, and industry events.
Represent Equilibrium on designated internal committees and ensure timely, accurate submission of all relevant sales reports to the executive committee (Exco).
Ensure compliance with regulatory requirements and internal policies related to investment distribution
Strengthen DFM business through thorough competitor analysis and leverage trend analysis insights to drive asset transitions into Equilibrium solutions.
Continuously monitor the level of impact sales strategy is delivering and identify areas of improvement.

Competencies

Core Competencies:

Exceptional interpersonal skills, able to build and maintain credibility and trust with clients and stakeholders.
Confident communicator and presenter, able to simplify complex investment concepts.
Ability to provide technical insights to support client engagement, marketing, and business development.
Strategic Thinking, ability to formulate clear, coherent and concise channel specific strategic plans that take into account specific channel nuances.
Client centricity, to establish close working relationships with all internal and external stakeholders to ensure an aligned client approach.
Sales Acumen, demonstratable ability to balance long-term relationship building and sales opportunities with short-term commercial targets.
* Results orientated, highly organised, with strong project management and prioritisation skills.