Business Development / Sales and Marketing Manager

1 year ago1123 views
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General Details
Advertised By:Agency
Company Name:Headhunters
Job Type:Full-Time
Description

Our client in the financial sector based in Johannesburg (Sandton), is currently looking to employ an experienced Business Development / Sales and Marketing Manager (Investments and Wealth Management).

An awesome career opportunity awaits.

 

Requirements:

  • A bachelor’s degree, or similar, in Commerce, Finance, Investment Management or Sales and Marketing.
  • Experience in the financial services industry is a pre-requisite with 5 years min experience.
  • Any other formal commercial and marketing qualification and/or certificates will be helpful.
  • Business Development and Sales led Marketing Experience – Mid Management level.
  • Financial Services (Investments & Advisory/Wealth Management).
  • Client Experience Marketing, Sales Led Activation, Digital Marketing, and Communication.
  • A relevant tertiary qualification is required with a commerce degree being a pre-requisite. (B Comm).
  • A qualification in Financial Planning or Investment Asset Management (CFP OR CFA) is a distinct advantage.
  • Appropriate tertiary qualification such as that of a B. Comm or similar.
  • Experience in Financial Planning (Certified Financial Planner would be a benefit).

 

Responsibilities and Expectations:

  • Developing, activating, and executing on BDM resources, targets, and strategies.
  • Identify business development opportunities across Advisor practices.
  • Driving and coordinating programmers to enable Advisor Partners to convert their businesses into the desired approved models and solutions.
  • Growing AUM across the Partnerships.
  • Manage the alignment and expectation management with the regional Partner Directors.
  • Identifying and developing client opportunities in practices by looking at opportunities in each Advisors client database.
  • Drive business development marketing activation including events and communication.
  • Formulate marketing and sales strategies to achieve defined targets.
  • Ownership and scheduling of activation events (with Marketing) designed to stimulate AUM growth in regions to clients and referral base and co-ordinate with Regional PD’s for Partnership Buy-in and Client Invite process.
  • Put into place programs for training and development of BDM’s to enhance skills to improve adoption of our Approved Advice Programs.
  • Serve as the custodian of the company solutions in support of our approved advice framework.
  • Set Annual Advisory model and BDM budgets.
  • Set incentives to drive adoption of Approved Models.
  • Lead the annual Marketing Activation Calendar.
  • Lead the Communications objectives to enable commercial objectives.
  • Manage BDM’s to Production objecti...
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