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Head - Distribution & Sales - Financial Advisory Firm (4-6 yrs)

4-6 years

Head - Distribution & Sales - Financial Advisory Firm (4-6 yrs)

Coe Solutions

posted 1mon ago

Job Role Insights

Key skills for the job

Job Description

- Manage the capital introduction process, connecting wealth managers with asset managers.

- Oversee the company's marketplace platform and ensure seamless user experience.

- Drive distribution strategies to promote investment products to a broader audience.

- Build and maintain relationships with wealth managers, asset managers, and other stakeholders.

- Monitor and analyze marketplace performance and provide regular reports to management.

- Coordinate with internal teams to ensure timely execution of distribution plans.

- Identify new opportunities for expanding the marketplace and distribution network.

Key Requirements:

- C.A. or MBA

- 4-6 years of experience in capital introduction or distribution business.

- Strong understanding of wealth management and asset management.

- Excellent relationship management and networking skills.

- Proven ability to drive sales and business development.

- Experience working with digital platforms or marketplaces is a plus.

- Multiple projects simultaneously.


Functional Areas: Other

Read full job description

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