About the position
Drive and execute strategic marketing and business development efforts to expand relationships with Independent Financial Advisors (IFAs) and grow brand visibility in the investment sector. Market-related CTC plus Performance Bonus based on experience.
Minimum Requirements and Qualifications:
- Tertiary qualification in Marketing, Finance, Business, or related field
- 8 years' experience in asset management, wealth management, or financial services
- Proven track record in business development and/or marketing within a financial or investment environment
- Understanding of investment products, portfolio strategies, and financial markets
Key Performance Areas:
- Build and manage a pipeline of Independent Financial Advisors (IFAs), establishing long-term professional relationships
- Drive the onboarding and engagement of IFAs aligned with the company's investment offering
- Represent the firm at industry events, conferences, and networking functions
- Develop and implement strategic marketing campaigns targeting advisors and investors
- Produce high-quality marketing materials, presentations, and digital content
- Translate investment insights into clear, compelling messaging for market engagement
- Attend investment committee meetings to remain aligned with portfolio positioning and views
- Collaborate with internal teams to create thought leadership content and brand messaging
- Contribute to firm-wide strategic planning and identify opportunities for business growth
- Play an active role in continuity planning and business development leadership
Desired Skills:
- Asset Management
- Business Strategy
- Financial Markets
- Investment Marketing
- Marketing Strategy
- Networking
- New Business Development
About The Employer:
Since 2000, this boutique fund management firm has been independently owned and committed to delivering value through meaningful, lasting relationships with clients and partners.
Employer & Job Benefits:
