Senior Manager Intermediary

5 days ago

Auckland, Auckland, New Zealand TMM Full time

We are on the lookout for a new Senior Manager - Intermediary In this role, you'll play a key part in strengthening our relationships with the financial adviser community and supporting the growth of our investment solutions. As one of New Zealand's leading investment managers, we are committed to building trusted partnerships and delivering outstanding investment outcomes.

About the Role

In this senior leadership position, you will play a pivotal role in expanding Fisher Funds' reach within the financial advisory sector. You will be responsible for developing strong relationships with key adviser partners, positioning Fisher Funds as the preferred Managed Investment provider, and ultimately driving Funds Under Management (FUM) growth.

Key Responsibilities
  1. Strategic Relationship Management: Cultivate and maintain strong partnerships with financial advisers, investment consultants, platform providers, and employers.
  2. Product Promotion & Training: Deliver engaging presentations, training, and insights on Fisher Funds' investment solutions to advisory networks.
  3. Develop and execute strategies to increase adviser adoption of Fisher Funds' products, driving business growth.
  4. Market & Industry Insight: Monitor market trends, competitor offerings, and adviser feedback to inform product development and marketing strategies.
  5. Leadership & Compliance: Provide strategic direction, champion best practices, and ensure all adviser communications meet regulatory standards.
What We're Looking For
  1. Proven experience in relationship management and business development within the financial services industry.
  2. Strong knowledge of managed investments, financial advisory networks, and regulatory landscapes in New Zealand.
  3. A results-driven professional with a track record in sales, product promotion, and revenue growth.
  4. Exceptional presentation and communication skills, with the ability to engage and influence a diverse audience.
  5. Analytical mindset with the ability to interpret market data and sales performance to refine strategies.
  6. Leadership qualities that align with Fisher Funds' values – ambition, generosity, inspiration, and excellence.
Why Join Us?

At Fisher Funds, we don't just manage wealth; we help Kiwis secure their futures. Here's what makes us stand out:

  1. Wellbeing One: Enjoy Southern Cross Health Insurance and life insurance coverage.
  2. Grow Your Career: Access professional development opportunities to reach your full potential.
  3. Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.
About Fisher Funds:

Fisher Funds is a leading investment management company in New Zealand with ambitious plans for growth. We manage over $24 billion in funds on behalf of more than 500,000 New Zealanders. We have a range of investment products including KiwiSaver schemes, non-KiwiSaver superannuation schemes, an extensive range of retail managed funds, listed investment companies as well as a wholesale offering. We're all about making investing understandable, enjoyable, and profitable for New Zealanders and helping them achieve their investment goals. The vibrant and buzzing office is based in Takapuna with a gorgeous deck with 180-degree views of Rangitoto and Takapuna beach

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