Monroe Consulting Group has been engaged by a high-growth asset management company with an expanding regional exposure. The firm combines institutional-grade governance with a rigorous investment philosophy to deliver diversified investment solutions across multiple asset classes to institutional and affluent clients.
We are seeking a dynamic and commercially driven leader to head the Intermediary Business function of a leading asset management company. This role will be responsible for driving distribution strategy and revenue growth through key intermediary channels, including banks, securities companies, insurance firms, independent financial advisors, and other strategic partners. The ideal candidate combines strong relationship management skills, deep knowledge of asset management products, and a strategic mindset with execution capability
Job Responsibilities
- Develop and execute intermediary distribution strategy to drive AUM and revenue growth.
- Build and manage strategic relationships with banks, securities firms, insurance companies, and IFAs.
- Lead and coach the intermediary sales team to achieve sales targets and KPIs.
- Identify new partnership opportunities and expand product penetration across existing channels.
- Collaborate with product, marketing, and investment teams to align distribution strategy with market demand.
- Ensure all distribution activities comply with regulatory and internal governance standards.
- Report sales performance, pipeline, and market insights to senior management.
Job Requirements
- Experience in asset management or financial services with strong exposure to intermediary distribution.
- Proven track record in driving AUM growth and managing institutional partnerships.
- Strong leadership, negotiation, and stakeholder management skills.
- Solid understanding of asset management products and regulatory requirements.