A Results-Oriented Portfolio Sales Leader Seeking New Challenges

6 days ago

Sydney, New South Wales, Australia beBeeLeadership Full time $200,000 - $250,000
Senior Portfolio Sales Leader

 

As a Senior Portfolio Sales Leader, you will play a pivotal role in driving the growth and expansion of our managed portfolios business across Australia. This is a high-visibility leadership position that requires a strong strategic thinker with exceptional sales and leadership skills.

 

Key Responsibilities:

  • Lead a high-performing national sales team to achieve revenue and net flow targets, fostering a culture of accountability and excellence.
  • Determine and manage incentive plans and selling systems to support execution against revenue, net flow, and distribution activity targets.
  • Design and execute national sales strategies to drive adoption of managed portfolios across licensees, platforms, advice practices, and adviser networks, aligning with long-term business objectives.
  • Build and maintain senior-level relationships with licensees, platforms, and advice practices to expand market presence.
  • Drive new business acquisition through solution structuring, negotiating platform and licensee approvals, and onboarding of new advice practices to accelerate growth.
  • Deliver actionable insights on market trends, client needs, and competitive dynamics to inform product development and go-to-market strategies, and continuous improvement.
  • Establish and track performance through clear KPIs including net flows, revenue growth, and adviser engagement, supported by recognition programs and leadership development initiatives.
  • Champion a data-driven sales culture by integrating analytics and technology into daily operations.

 

Requirements:

  • Bachelor's degree required; MBA or advanced degree is a plus.
  • Minimum 10 years of experience in 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.
  • Deep understanding of licensee, platform, and advice practice business models and how to align investment solutions to client goals.
  • Exceptional communication, negotiation, and relationship-building skills.
  • Strategic thinker with a hands-on, results-driven approach.

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