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Managed Investment Business Development

2 weeks ago


Auckland, Auckland, New Zealand TMM Full time

Fisher Funds is seeking an experienced Senior Manager - Intermediary to drive growth of our investment solutions and expand our presence within the financial advisory sector. This dynamic role offers a unique opportunity to develop and maintain strong relationships with key adviser partners, positioning Fisher Funds as the leading Managed Investment provider.

About the Team

Fisher Funds has a talented team of professionals who are passionate about making investing accessible to all New Zealanders. Our team is dedicated to delivering outstanding investment outcomes and helping Kiwis secure their futures.

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.
Benefits

Fisher Funds offers a competitive salary, comprehensive benefits package, and opportunities for career growth and development.