Job Description

1. Distribution Strategy & Leadership
Develop and implement a comprehensive wealth distribution strategy to grow AUM and revenue across retail, IFA, and institutional channels.
Lead, mentor, and manage the distribution and business development teams with clear performance metrics.
Identify and build strategic partnerships with platform providers, advisors, and asset managers.
Strengthen relationships with key intermediaries and distribution partners to enhance market share and product penetration.
Drive expansion into new markets and channels, ensuring compliance with regulatory frameworks.
2. Marketing & Brand Development
Oversee the marketing strategy for wealth management products, including digital, content, and event-based marketing.
Work closely with internal teams to develop marketing collateral, campaigns, and educational content tailored to high-net-worth and institutional clients.
Collaborate with product and investment teams to position funds and solutions effectively across various channels.
Lead brand-building initiatives to elevate the firms reputation as a thought leader in the wealth management space.
3. Business Growth & Client Engagement
Identify new business opportunities through market analysis, client segmentation, and competitive intelligence.
Engage directly with top-tier clients, IFAs, and institutional partners to deepen relationships and increase retention.
Drive cross-sell and up-sell strategies for existing client bases, ensuring alignment with their long-term investment goals.
Represent the firm at industry events, conferences, and media engagements as a senior spokesperson.
4. Product & Investment Collaboration
Partner with investment, compliance, and operations teams to ensure the successful rollout of new funds and investment products.
Provide market insights and client feedback to guide product innovation and positioning.
Participate in Investment and Executive Committees to align distribution and marketing initiatives with business strategy.
5. Reporting & Performance Management
Track and report on distribution metrics, campaign ROI, and AUM growth to senior management.
Develop performance dashboards to monitor key sales and marketing indicators.
Continuously review competitor activity and market developments to identify emerging opportunities or risks.
Qualifications & Experience:
Bachelors degree in Finance, Marketing, or Business (Masters degree preferred).
Advanced certifications such as CFA, CIPM, or Certified Financial Planner (CFP) highly desirable.
Minimum 10-15 years of experience in wealth management, investment distribution, or financial advisory leadership.
Proven success in scaling AUM, building distribution networks, and developing marketing strategies.
Strong understanding of regulatory frameworks, financial instruments, and investment vehicles (local and offshore).
Demonstrated ability to lead cross-functional teams and manage senior stakeholder relationships.
Core Competencies
Strategic thinking and execution excellence
Deep industry and market insight in wealth management
Strong leadership and people management
Exceptional client relationship and communication skills
Business development and negotiation expertise
Marketing and brand management in financial services
Analytical, data-driven, and performance-oriented

Skills Required