Investment Solutions Manager

7 days ago


Auckland, Auckland, New Zealand Good Returns Full time

We are seeking a highly skilled Senior Manager - Intermediary to strengthen our relationships with the financial adviser community and support the growth of our investment solutions. This role plays a key part in expanding Fisher Funds' reach within the financial advisory sector.

About the Role
  • Cultivate and maintain strong partnerships with financial advisers, investment consultants, platform providers, and employers.
  • Develop and implement effective product promotion strategies, delivering engaging presentations, training, and insights on Fisher Funds' investment solutions to advisory networks.
  • Monitor market trends, competitor offerings, and adviser feedback to inform product development and marketing strategies.

This is an exciting opportunity for a results-driven professional with a track record in sales, product promotion, and revenue growth. You will be responsible for providing strategic direction, championing best practices, and ensuring all adviser communications meet regulatory standards.

Key Responsibilities:
  1. Strategic Relationship Management: Foster strong relationships with key adviser partners, positioning Fisher Funds as the preferred Managed Investment provider.
  2. Product Promotion & Training: Develop and deliver engaging presentations, training, and insights on Fisher Funds' investment solutions to advisory networks.
  3. Market & Industry Insight: Monitor market trends, competitor offerings, and adviser feedback to inform product development and marketing strategies.
  4. Leadership & Compliance: Provide strategic direction, champion best practices, and ensure all adviser communications meet regulatory standards.


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