National Sales Leader
2 weeks ago
Job Title:
Leading National Sales Efforts
Morningstar Investment Management is a global team committed to delivering exceptional long-term investment outcomes through multi-asset investing.
Our expertise lies in asset allocation, manager and security selection, and portfolio construction, supporting financial advisers, licensees, platforms, and investors.
The Role:
As our strategic Head of National Sales, you will lead our Managed Portfolios distribution efforts across Australia, combining leadership of a high-performing sales team with direct business development focused on licensees, platforms, advice practices, and financial advisers.
This role encompasses leadership responsibilities such as:
- Leading, inspiring, and developing a high-performing national sales team to consistently achieve revenue and net flow targets.
- Determining and managing incentive plans and selling systems to support execution against revenue, net flow, and distribution activity targets.
- Designing and executing national sales strategies to drive adoption of managed portfolios across licensees, platforms, advice practices, and adviser networks, aligning with long-term business objectives.
Requirements:
Bachelor's degree required; MBA or advanced degree is a plus.
Minimum 10 years of experience in the investment management or financial advice industry, with a strong track record in sales leadership and business development.
Proven ability to lead teams and influence stakeholders in a matrixed environment.
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