- This is a senior management role that focuses on designing, leading and executing SFP's end to end go to market strategy, creating a high growth advisor ecosystem where advisors acquisition, onboarding, practice development, lead generation, client engagement and advisor retention operate as an integrated growth engine.
Overview of Role Responsibilities:
- Serve as a member of the SFP EXCO, contributing to the strategic direction, leadership and execution of business priorities to achieve SPF's vision and objectives.
- Lead the national and regional management of the SFP brand, leveraging sponsorships and client experiences to strengthen market positioning, enhance adviser loyalty, and deliver measurable return on investment.
- Develop and execute the SFP Go-to-Market Strategy, leveraging market, client and business insights, while driving stakeholder alignment across the business to deliver sustainable growth, effective execution, and the achievement of strategic and commercial objectives.
- Execute and optimise the SFP Go-to-Market Strategy and Value Proposition, partnering with business and regional stakeholders to drive growth, ensure strategic alignment, strengthen marketing capability, and deliver impactful communication and thought leadership that supports commercial objectives.
- Lead the planning, execution and optimisation of national campaigns and events, ensuring strategic alignment, stakeholder engagement, targeted adviser outreach, effective coordination with regional initiatives, and measurable commercial outcomes through performance analysis and continuous improvement.
- Develop, manage and monitor the annual marketing budget, allocating resources across national initiatives, campaigns, promotions and events to ensure effective cost control and optimal return on investment.
- Lead the recruitment, onboarding, performance management and development of team members, fostering capability growth, accountability and high performance through coaching, goal setting, regular feedback and employee relations processes.
Required Skills:
Media Management and Utilization
- Operates as a recognized expert to assess and utilize media channels and opportunities in order to gain maximum benefit for the brand, product or service. Typically known as a subject matter authority.
- Operates as a recognized expert to communicate and deliver information verbally in a clear, concise and compelling manner to other people. Typically known as a subject matter authority.
Effectively Presents Solutions
- Operates as a recognized expert to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically known as a subject matter authority.
Brand Management and Development
- Operates as a recognized expert to manage and develop all aspects of a brand to ensure it achieves its full impact and value in the market. Typically known as a subject matter authority.
- Operates as a recognized expert to implement public relations, product development, and sales to create, execute, monitor, and measure marketing programs directed at specifically targeted audiences. Typically known as a subject matter authority.
Marketing Commercialization
- Operates as a recognized expert to develop a commercial proposition that meets and maximizes the needs of the client and the overall market.
- 8-10 years financial services distribution experience (Marketing focus preferable)
- Management/leadership experience
- Experience of interpreting strategy and policy in order to set and deliver objectives within medium to long time frames (Minimum 10 years)
- Degree or Diploma with 8 to 10 Years related experience.
- Financial/Business/Marketing degree
- CFP (preferable)
Required Behavioural Competencies:
- Cultivates Innovation
- Drives Vision and Purpose
- Manages Complexity
- Instils Trust
- Drives Results
- Drives Engagement