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Financial Services Leadership Position

1 week ago

Auckland, Auckland, New Zealand TMM Full time

In this dynamic Senior Manager - Intermediary role, you will expand Fisher Funds' presence within the financial advisory sector. As a seasoned professional, you will develop and maintain strong relationships with key adviser partners, positioning Fisher Funds as the leading Managed Investment provider.

About the Opportunity

You will be responsible for promoting Fisher Funds' investment solutions through engaging presentations, training, and insights to advisory networks. Your primary goal is to drive Funds Under Management (FUM) growth and revenue expansion.

Key Responsibilities
  1. Cultivate and maintain strategic partnerships with financial advisers, investment consultants, platform providers, and employers.
  2. Promote Fisher Funds' investment solutions through engaging presentations, training, and insights to advisory networks.
  3. Develop and execute strategies to increase adviser adoption of Fisher Funds' products, driving business growth and revenue expansion.
  4. Maintain market awareness, monitor competitor offerings, and gather adviser feedback to inform product development and marketing strategies.
  5. Provide leadership direction, champion best practices, and ensure all adviser communications meet regulatory standards.
Requirements
  • A minimum of [X] years of experience in relationship management and business development within the financial services industry.
  • Proven track record of success in sales, product promotion, and revenue growth.
  • Excellent communication and presentation skills, with the ability to engage and influence a diverse audience.
  • Detailed knowledge of managed investments, financial advisory networks, and regulatory landscapes in New Zealand.
  • Strong analytical skills, with the ability to interpret market data and sales performance to refine strategies.
What We Offer

Fisher Funds is a dynamic and innovative company, dedicated to making investing accessible to all New Zealanders. We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development.