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Distribution Sales Manager | Tiger Valley

Job in Tiger Valley, Carter County, Tennessee, USA
Listing for: The Recruitment Council
Full Time position
Listed on 2025-12-24
Job specializations:
  • Finance & Banking
  • Sales
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below
Location: Tiger Valley

Overview

Are you a commercially minded and client-centric leader ready to drive measurable growth and forge deep partnerships within the Independent Financial Advisor (IFA) and wealth manager landscape?

A premier Investment Management Firm is seeking a dynamic Distribution Sales Manager to be a strategic growth driver within their Distribution team. This permanent role is crucial for expanding our market footprint and achieving ambitious goals for Assets Under Management (AUM).

If you combine high-level sales execution with deep technical investment knowledge, this is your opportunity to represent a leading brand and significantly impact our growth trajectory.

The Challenge:
Strategic Sales & Relationship Building
  • This role is about driving new business growth, deepening existing relationships, and promoting our investment solutions across the IFA and wealth manager segments.
Responsibilities
  • Sales & Execution:
    Identify, develop, and convert new business opportunities within the IFA and wealth manager space. Drive fund and model portfolio inflows through strategic sales initiatives, roadshows, and presentations.
  • Relationship Deepening:
    Build and maintain strong, trust-based relationships with IFAs and key distribution partners. Act as the primary contact for investment-related queries and performance insights.
  • Technical Expertise:
    Demonstrate a deep understanding of financial markets, investment strategies, and portfolio construction. You will present our investment philosophy, process, and performance with clarity and confidence.
  • Advisor Onboarding:
    Self-source and onboard new IFAs, converting them into active supporters and brand ambassadors.
  • Compliance & Service:
    Adhere to compliance policies and uphold brand standards. Deliver proactive, innovative service that exceeds client expectations.
Qualifications & Experience
  • Certified Financial Planner® (CFP®) designation.
  • Bachelor of Commerce (BCom) degree (or equivalent tertiary qualification).
  • A post-graduate Financial Planning Qualification (or equivalent).
Experience

Proven distribution experience with any of the following product types will be a significant advantage:

  • Unit Trusts
  • Investment Platforms
  • Model Portfolios
  • Bespoke Portfolios
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