DFM Investment Solutions BDM – Regional Growth Lead

PPS Recruitment

Johannesburg

On-site

ZAR 900,000 - 1,300,000

Full time

5 days ago
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Job summary

PPS Investments is seeking an experienced Business Development Manager to grow the DFM capability across external LISPs in Johannesburg, Limpopo and Mpumalanga. The role focuses on strengthening relationships with IFAs and distribution partners, expanding PPS Solutions’ market presence and driving strategic initiatives.

Ideal candidates will have 5+ years in asset management or LISP, strong investment product knowledge, and a track record in business development with intermediaries.

Qualifications

  • 5+ years in asset management or LISP industries.
  • Strong knowledge of investment products with demonstrated BD ability
  • Proven engagements with leading intermediaries
  • CFP with FPI membership would be advantageous

Responsibilities

  • Drive strategic initiatives to grow PPS DFM footprint and market share among IFAs.
  • Identify opportunities for PPS DFM; build relationships with distribution channels.
  • Improve visibility of PPS DFM through marketing and engagements.
  • Maintain understanding of competitor landscape: participants, portfolios, pricing.
  • Provide strategic input into operations and servicing processes.
  • Collaborate with PPSI Multi Manager team and internal divisions for adoption of PPS Solutions.
  • Chair PPS DFM Investment Committees for intermediary panels.
  • Oversee development of marketing material and portfolio reporting.
  • Provide insights from IFAs and PPS Group distribution teams to marketing and activations.

Skills

Investment knowledge
DFM experience
Relationship building
Intermediary engagement
Market analysis
Communication skills
MS Excel

Education

CFP with FPI
RE exams
CFA
Finance degree

Tools

MS Excel
PowerPoint

Job description

PPS Investments is seeking an experienced Business Development Manager to grow the DFM capability across external LISPs in Johannesburg, Limpopo and Mpumalanga. The role focuses on strengthening relationships with IFAs and distribution partners, expanding PPS Solutions’ market presence and driving strategic initiatives.

Ideal candidates will have 5+ years in asset management or LISP, strong investment product knowledge, and a track record in business development with intermediaries.

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