National Sales Leader
6 days 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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