Wealth Management Product Distribution Manager | South Africa [Remote]

Springer Capital; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A leading investment firm in Johannesburg is seeking a dynamic Wealth Management Product Distribution Manager to lead business growth and marketing initiatives. The ideal candidate will have extensive experience in financial services and distribution leadership. This role focuses on driving assets under management growth, expanding market reach, and positioning the firm as a trusted wealth partner. Responsibilities include developing comprehensive distribution strategies, overseeing marketing efforts, and engaging with institutional clients. Candidates should possess strong leadership skills and a profound understanding of the wealth management industry.

Qualifications

• Proven success in scaling AUM and building distribution networks.
• Minimum years of experience in wealth management or investment distribution.
• Strong understanding of regulatory frameworks and financial instruments.

Responsibilities

• Develop and implement wealth distribution strategy.
• Oversee marketing strategy for wealth management products.
• Engage with top-tier clients to deepen relationships.
• Partner with investment teams to roll out new products.

Skills

Strategic thinking

Client relationship management

Business development

Leadership

Analytical skills

Education

Bachelor’s degree in Finance, Marketing, or Business

Master’s degree (preferred)

Advanced certifications (CFA, CIPM, CFP)

Job description

Apply Link: This position is only for South Africa.

Candidates outside SA please do not apply. We are seeking a dynamic and strategic Wealth Management Product Distribution Manager to lead our organization's business growth, channel development, and marketing initiatives across wealth management and investment products.

The ideal candidate will bring extensive experience in financial services, distribution leadership, relationship management, and strategic marketing for wealth management clients. This role will be responsible for driving assets under management (AUM) growth, expanding our market reach across IFAs, institutional investors, and private clients, and positioning the brand as a trusted and innovative wealth partner.

Key Responsibilities

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 CFP highly desirable.
• Minimum 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

Seniority level: Director
Employment type: Full-time
Job function: Finance and Sales