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New Business Manager, Wrap Platforms

2 weeks ago

Melbourne, Victoria, Australia AMP Full time $80,000 - $120,000 per year

If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.

For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

Help people create their tomorrow, while you create yours

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

This role is responsible for growing the new independent advisers' funds under administration in AMPs flagship North Wrap Platform through new business sales. Success in this role will require disciplined execution of a well-considered business plan that aims at deepening and broadening support from a carefully segmented panel of independent financial advisers and licensees.

How you'll make an impact

Individual Performance

  • Run product and marketing initiatives to maximise new business opportunities
  • Develop and maintain a forecasted sales pipeline of new business opportunity in line with your Weekly/Monthly/Annual Sales to achieve targets
  • Engage, qualify, on-board and grow revenue from key advice businesses targets
  • Growing our active number of Independent Financial Advisers (IFA)

  • Maintaining key relationship with activated IFA Authorised Representatives (AR's) for a maximum period of 6 months to ensure steady growth of inflows, adviser satisfaction while transitioning the relationship across to the Business Development Manager

  • Establish competitor information profiles and share broadly

  • Develop a disciplined approach to business sales planning and execution across a segmented panel of advisers to deliver your key financial accountabilities
  • Establish and build key licensee relationships in your designated states
  • Strong understanding and appreciation of sales frameworks, methodologies and processes to support the Wealth Management focus areas
  • Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework
  • Provide thought leadership and adopt an insight led approach to position AMPs solutions and assist advisers in achieving their business objectives
  • Understand industry trends and adviser business drivers to help them navigate a fast-changing environment to maximise opportunities and mitigate challenges
  • Understand competitor landscape to enhance the AMP offering and successfully overcome objections
  • Build effective partnerships internally to help create positive customer and adviser experiences
  • Willingness to make a positive difference beyond core deliverables by adopting a team first approach
  • Ongoing contribution to a high-performance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilities

Day to day responsibilities include:

  • Lead the sales effort to grow the opportunities pipeline through developing strong adviser relationships and an understanding of their business objectives
  • Align sales activities to the agreed focus areas for AMP Wealth Management
  • Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP's customers
  • Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market.
  • Processing of expenses: reconcile corporate AMEX card and reimbursements monthly
  • Develop new business leads and progress opportunities from new adviser relationships
  • Develop new business leads from relationships with key IFA licensee personnel in your designated state
  • Follow up assigned leads through systems such as LinkedIn and other marketing systems
  • Maintain comprehensive, accurate, and timely records of adviser relationship activities using appropriate systems
  • Provide AMP product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction.
  • Work effectively within AMP's shared values and behaviours. Alignment to team and enterprise vision and ability to articulate this in a clear and compelling manner

What you will bring to the team

Ideally, you will bring the following experiences to this role:

  • 5 years' experience in financial service industry (or related industry)
  • RG146 certification
  • Degree or post graduate qualifications in finance or a related discipline (highly desirable)
  • Solution based selling experience and skills
  • Self-driven motivation with a hunter mentality and thirst for a challenge
  • Ability to judge market opportunities and AMP's competitiveness in those sectors
  • Evidence of adaptation to a rapidly changing environment
  • A strong understanding of the Financial Planning market including compliance frameworks
  • Experience in effectively resolving difficult or complex customer expectations

You'll thrive here if…

If you can adapt from BAU to the ambiguous with ease, you'll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you'll be expected to jump in and deliver across a variety of areas. Meaning, you'll be closer to the action and executive decisions that influence where we go next.

If you're someone that can hold their own, you'll find AMP quite liberating.

Why we think you'll love working at AMP

Doing what we've always done is not an option, so your clever ideas will get airtime here. You'll be encouraged to speak up and try new things. If they don't work, we move on - better for it.

We know there's no one way of doing things. So, you won't have to sacrifice who you are or how you work to fit in here. We're inclusive and flexible in many of the ways you'd expect. And in some of the ways you wouldn't. As long as your health and wellbeing come first - at home and at work.

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you'll find moments to connect, feel valued and do meaningful work.

Whether it's through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.

We believe in the power of inclusion and diversity

We're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.

Ready to create your tomorrow?

If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don't procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.

Looking forward to meeting you.