Director – Managed Accounts
Core
Lead complex managed account engagements from solution design to implementation for financial advisers and platform partners.
Role type
Senior Director, Managed Accounts
Builds
Tailored investment solutions and managed account structures (SMAs/MDAs)
Domain
Financial Services / Investment Management / Wealth Management
Required skills
Managed account structures expertise, Portfolio construction, Commercial acumen, Regulatory knowledge (Australian advice/investment), Strategic partnership building, Cross-functional collaboration, Market and competitor analysis, Pipeline forecasting
Preferred skills
Asset management experience, Investment platform experience, Go-to-market scaling experience
Technologies
Financial technology ecosystem, Platform infrastructure
Responsibilities
Lead complex managed account discussions and implementation, Own end-to-end commercial lifecycle for managed account opportunities, Provide technical and investment expertise on portfolio construction, Lead senior-level client discussions delivering tailored solutions, Contribute to evolving managed account proposition, Collaborate with product, investment, sales, and marketing teams, Monitor market and regulatory developments, Maintain pipeline visibility and forecasting
Seniority
Director, strategic leadership & client-facing