Composite (Retail & Investment) Regional Manager MMH250506-7

Role Purpose

The MDS Composite (Retail & Investment) Regional Manager is required to support and manage a team of consultants that builds connections with Independent Financial Advisers (IFAs). Additionally, the Composite Regional Manager is responsible for the distribution of Momentum products to IFAs in a specified region. The role crafts and delivers on the region sales strategy to increase the productive IFA footprint and drive key business outcomes, which includes ensuring profitable growth in sales & revenue and great service delivery.

Requirements

Qualifications:

• A degree in the following fields: Financial Planning, Financial Management, Investments, Business Management. (other specialties will be considered)
• Honours degree is an advantage.
• CFA and/or CFP is an advantage
  
  

Experience

• 5 to 8 years’ financial service industry experience with majority in risk and saving.
• 3 to 5 years’ relevant management experience.
• Momentum Investments, Myriad and/or Investo experience an advantage.
  
  

Knowledge

• Knowledge of the financial industry and industry related business process experience is required.
• Strong business acumen, with an ease to take decisions and initiating action.
  
  

Duties and Responsibilities

People Mobiliser

• Manage and effectively lead a diverse team of consultants to maximise their outputs and reach their performance targets.
• Continuously drive the attraction and retention of the best consultants to match the IFA base in the region.
• Provide regular performance feedback and job coaching.
• Mobilise, motivate support the consultants through a trust relationship.
• Sustain and motivate a team that will support the leader and their business plan.
• Manage consultants and their panels according to the panel management practice.
• Monitor the number of meaningful visits done by consultants weekly and monthly to ensure visibility.
• Build pivotable relationships with all key stakeholders, including the Momentum product houses and external stakeholders.
  
  

High-performance Culture

• Develop and execute the business plan outlined by Momentum Distribution Services (MDS) for the respective region.
• Set and uphold performance standard in the team to continuously attract new IFAs.
• Set annual, quarterly, and monthly sales targets for each consultant in the region.
• Develop and drive growth in sales distribution that are in support of strategic objectives of MDS.
• Create a team of high performers and a culture that drives growth, recognition, and competitiveness.
• Ensuring the achievement of sales targets on a monthly and annual basis.
  
  

Learning And Development Catalyst

• Engage with product house specialists systematically and consistently to ensure the team is knowledgeable with the relevant Momentum products.
• Support and drive the various learning programmes that are run in MDS with the team.
• Facilitate new content, product changes and enhancements to consultant and the IFA market.
• Conduct a product competitor comparison with the products offered by Momentum.
  
  

IFA Acquisition And Connection

• Acquire new sustainable IFA Relationships within the region.
• Take ownership of the IFAs in the region to build meaningful and mutually beneficial relationships between the advisers and Momentum.
• Ensure frequent engagement and marketing activities are facilitated by the team to IFAs.
• Drive clear communication between IFA’s and consultants.
• Actively monitor and report on IFA engagement and team output to the broader MDS.
• Ensure advice-led and best practice principles engagements with IFA’s.
• Drive sound financial and corporate governance practices.
  
  

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