Head: Independent Contractor Channel
Core
Lead end-to-end ownership, growth, and operational oversight of Independent Contractor and Introducer relationships across the full lifecycle, from recruitment to exit, ensuring adherence to regulatory and governance requirements while driving business development.
Role type
Senior leadership Independent Contractor Channel Head
Builds
Sustainable and productive IC adviser network
Domain
Financial services, banking, insurance, wealth management
Deliverable
client delivery
Required skills
relationship lifecycle management, adviser recruitment and onboarding, lead generation and pipeline management, risk oversight and governance, commercial performance management, stakeholder coordination, exit management, regulatory compliance (FAIS)
Preferred skills
third-party intermediary management, sales environment experience in regulated financial services, governance forum participation, business planning coaching, client segmentation strategies
Technologies
Introducer Management Workbook, governance registers, monitoring frameworks
Responsibilities
Act as named owner of Introducer relationships from onboarding to exit; maintain Introducer Management Workbook and governance documentation; monitor adviser performance, risk profiles, and conduct; escalate risks and initiate mitigation actions; manage exit processes; recruit quality advisers and grow network footprint; generate and distribute qualified leads; coach advisers on business planning and prospecting; balance commercial objectives with risk and conduct requirements
Seniority
Senior, hands-on leadership