Wealth Management Product Distribution Manager | Remote

Acumen Strategy; Remote; ZAR 1 200 000 - 1 800 000; Full time

Job summary

A leading wealth management firm in Johannesburg seeks an experienced professional to develop and implement a comprehensive wealth distribution strategy. The role involves leading and mentoring teams, identifying strategic partnerships, and driving business growth while ensuring compliance with regulations. Candidates must possess a Bachelor's degree, advanced financial certifications, and 10-15 years of relevant experience in investment distribution or financial advising, making it a key leadership position with potential for significant impact.

Qualifications

• Minimum 10-15 years of experience in wealth management or financial advisory leadership.
• Proven success in scaling AUM and developing marketing strategies.
• Strong understanding of regulatory frameworks and financial instruments.

Responsibilities

• Develop and implement a comprehensive wealth distribution strategy.
• Lead and manage distribution and business development teams.
• Identify strategic partnerships and drive expansion into new markets.

Skills

Strategic thinking

Leadership

Client relationship management

Business development

Marketing in financial services

Education

Bachelor's degree in Finance, Marketing, or Business

Master's degree preferred

Advanced certifications like CFA, CIPM, or CFP

Job description

Distribution Strategy & Leadership

• Develop and implement a comprehensive wealth distribution strategy to grow AUM and revenue across retail, IFA, and institutional channels.
• Lead, mentor, and manage the distribution and business development teams with clear performance metrics.
• Identify and build strategic partnerships with platform providers, advisors, and asset managers.
• Strengthen relationships with key intermediaries and distribution partners to enhance market share and product penetration.
• Drive expansion into new markets and channels, ensuring compliance with regulatory frameworks.

Marketing & Brand Development

• Oversee the marketing strategy for wealth management products, including digital, content, and event-based marketing.
• Work closely with internal teams to develop marketing collateral, campaigns, and educational content tailored to high-net-worth and institutional clients.
• Collaborate with product and investment teams to position funds and solutions effectively across various channels.
• Lead brand-building initiatives to elevate the firm’s reputation as a thought leader in the wealth management space.

Business Growth & Client Engagement

• Identify new business opportunities through market analysis, client segmentation, and competitive intelligence.
• Engage directly with top-tier clients, IFAs, and institutional partners to deepen relationships and increase retention.
• Drive cross-sell and up-sell strategies for existing client bases, ensuring alignment with their long-term investment goals.
• Represent the firm at industry events, conferences, and media engagements as a senior spokesperson.

Product & Investment Collaboration

• Partner with investment, compliance, and operations teams to ensure the successful rollout of new funds and investment products.
• Provide market insights and client feedback to guide product innovation and positioning.
• Participate in Investment and Executive Committees to align distribution and marketing initiatives with business strategy.

Reporting & Performance Management

• Track and report on distribution metrics, campaign ROI, and AUM growth to senior management.
• Develop performance dashboards to monitor key sales and marketing indicators.
• Continuously review competitor activity and market developments to identify emerging opportunities or risks.

Qualifications & Experience

• Bachelor’s degree in Finance, Marketing, or Business (Master’s degree preferred).
• Advanced certifications such as CFA, CIPM, or Certified Financial Planner (CFP) highly desirable.
• Minimum 10‑15 years of experience in wealth management, investment distribution, or financial advisory leadership.
• Proven success in scaling AUM, building distribution networks, and developing marketing strategies.
• Strong understanding of regulatory frameworks, financial instruments, and investment vehicles (local and offshore).
• Demonstrated ability to lead cross‑functional teams and manage senior stakeholder relationships.

Core Competencies

• Strategic thinking and execution excellence.
• Deep industry and market insight in wealth management.
• Strong leadership and people management.
• Exceptional client relationship and communication skills.
• Business development and negotiation expertise.
• Marketing and brand management in financial services.
• Analytical, data‑driven, and performance‑oriented.