Investment Solutions BDM at PPS

Job Advert Summary    

An exciting opportunity for an experienced and knowledgeable Investment Solutions Business Development Manager responsible to establish and grow the PPS Investments Multi Manager and DFM capability. 

Minimum Requirements    

• Proven ability of growing market share and exceeding sales targets in the DFM space. Credibility with industry stakeholders with market knowledge, and expertise to navigate the complexities of the financial markets and meet the unique needs of clients.

Experience:

• At least 5 years proven track record and experience within the asset management industry including the DFM industry
• Strong technical knowledge of investment products with demonstrated ability in the business development space; history of successful engagements with leading intermediaries
• Understanding of the broader economic environment and its effect

Qualifications: 

• Relevant tertiary financial/investment qualification essential
• A CFP ® with current FPI membership
• RE exams would be advantageous
• A CFA would be advantageous

Competencies & ideal personality attributes:

• Technical knowledge about investments, investment industry & trends
• Knowledge around Discretionary Fund Manager’s, ASISA categories and related asset managers
• Business Acumen
• Influence and persuasiveness
• Results focused
• Strong networking skills
• Ability to communicate and interpret relevant economic and financial market data
• Decision Making
• Innovative thinking and problem-solving

Duties and Responsibilities    

• Drive the implementation of strategic initiatives to grow the business’s footprint and increase market share as a preferred Solutions provider to intermediary partners
• Identify potential opportunities for PPS DFM and build and leverage strong relationships with distribution channels through your experience and expertise
• Improve visibility of PPS DFM with deliberate marketing strategy and engagements
• Maintain a current understanding of the competitor universe, including participants, key role players, portfolios and pricing
• Provide strategic input into operational and servicing processes
• Engage regularly with primary Investment partners
• Build and manage a relationship with PPSI Multi Manager to support manager research, asset allocation and portfolio construction research
• Build internal relationships with supporting divisions to support the PPS Solutions proposition
• Member (potentially Chair) of PPS DFM Investment Committees
• Oversee and sign-off the development of marketing material and Model Portfolio reporting