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Head of Wholesale Distribution – Asset Management
vor 4 Wochen
Head of Wholesale Distribution – Asset ManagementAustralia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading returns and to provide financial solutions that make dreams into reality. OpportunityAs a senior distributor within La Trobe Financial’s Asset Management Division, you will be responsible for managing and expanding strategic relationships with U/HNW individuals, family offices, and institutional investors across Australia. This nationally focused role will see you drive engagement across our wholesale distribution network, support the execution of existing investment strategies, and lead the successful launch of new products to market. This scope may expand to international markets. You will represent La Trobe Financial with professionalism and warmth, consistently embodying our corporate values and commitment to excellence. Key ResponsibilitiesLead sales initiatives to grow assets under management across wholesale distribution channels Develop and execute strategic distribution plans aligned with business objectives Build and manage a portfolio of trusted relationships with key client segments and strategic accounts Deliver tailored investment solutions and exceptional service to wholesale clients Provide market intelligence and client insights to inform distribution strategy, product development and positioning Represent the firm at industry conferences, panels, and client events as a brand ambassador, which includes public speaking Champion the firm’s investment capabilities, values, and performance track record Collaborate cross-functionally with investment, marketing, compliance, and operations teams Support distribution team members as needed Report regularly to the Head of Distribution and travel as required for client and industry engagements About youThis role requires the successful applicant to possess over 10 years of experience in asset management sales or equivalent financial services. Tertiary qualification in business, commerce, finance, or related field Proven excellence in client relationship management and strategic distribution Strong commercial acumen with a track record of driving growth across wholesale channels Demonstrated success in business development across wholesale distribution channels Analytical and solutions focused, with strong objection handling skills Self-driven and results oriented, aligned with strategic business goals Collaborative team player with the ability to work independently Employee BenefitsCelebrate your birthday – with a paid day off, just for you Give back – with paid volunteer days to support causes you care about; More time for you – purchase additional annual leave when you need it; Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions; Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club Wellbeing first – access to our Employee Assistance Program (EAP); Keep growing – with ongoing training and development opportunities; Unforgettable socials – from team events to celebrations you’ll actually want to attend and Retail therapy – enjoy discounts through Reward Gateway. Please note, only shortlisted applicants will be contacted. #J-18808-Ljbffr
