Wealth Management Product Distribution Manager | South Africa [Remote]

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

Job summary

A financial services firm is seeking a Wealth Management Product Distribution Manager based in South Africa. This role involves leading the development and implementation of a comprehensive wealth distribution strategy across various channels. Candidates should have a strong background in wealth management with a minimum of five years of experience, preferably with advanced certifications like CFA or CFP. The position demands exceptional leadership skills and the ability to strengthen relationships with key market players. This is a full-time role offering opportunities for direct client engagement and market strategy oversight.

Qualifications

• Minimum 5 years of experience in wealth management, investment distribution, or financial advisory leadership.
• Advanced certifications such as CFA, CIPM, or CFP highly desirable.
• Proven success in scaling AUM and building distribution networks.

Responsibilities

• Develop and implement a comprehensive wealth distribution strategy.
• Lead and manage the distribution and business development teams.
• Identify and build strategic partnerships with platform providers and advisors.

Skills

Strategic thinking

Leadership

Client relationship management

Business development

Marketing expertise

Education

Bachelor's degree in Finance, Marketing, or Business

Master's degree preferred

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.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Additional Information

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