Senior Portfolio Sales Director

1 week ago


Sydney, New South Wales, Australia beBeeLeadership Full time $150,000 - $180,000
Job Title

The primary objective of this role is to spearhead the sales efforts for our managed portfolios across Australia.

Key Responsibilities
  • Lead a high-performing national sales team to consistently meet revenue and net flow targets.
  • Develop and manage incentive plans and selling systems to support execution against revenue, net flow, and distribution activity targets.
  • Formulate and execute national sales strategies to drive adoption of managed portfolios across licensees, platforms, advice practices, and adviser networks.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A Bachelor's degree; an MBA or advanced degree is highly valued.
  • No less than 10 years of experience in investment management or financial advice industry, with a strong track record in sales leadership and business development.

By joining this role, you can look forward to:

• Leading a dynamic national sales team

• Developing strategic partnerships with key stakeholders

• Contributing to the growth and success of our managed portfolios

This is an exceptional opportunity to leverage your skills and experience in a challenging and rewarding environment. If you are a results-driven professional looking to take your career to the next level, we encourage you to apply.



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