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This is a high-visibility, relationship-led role for a commercially sharp professional who knows the financial adviser landscape and has the networks to prove it. You will own the growth of adviser and referral partner channels – identifying, engaging and onboarding new financial adviser firms, adviser networks, and professional referral partners across New Zealand. This is a genuine hunter role. You will build pipeline, represent Pie Funds at industry events, and position the firm as the preferred investment partner for advisers operating across wealth, insurance and mortgages.
Job Responsibility:
Develop and execute strategies to grow Pie Funds’ adviser, referral and direct client distribution channels
Identify, engage and onboard new financial adviser firms and adviser networks
Build and maintain strong relationships with accountants, lawyers and professional referral partners
Manage an active pipeline of prospective advisers, referral partners and direct clients
Represent Pie Funds at industry events and professional networking forums
Educate partners and clients on Pie Funds’ investment philosophy and product suite
Provide market insights and feedback to inform distribution strategy
Collaborate with Relationship Managers to ensure referrals and client opportunities are managed effectively
Requirements:
Proven experience in business development, distribution or relationship management within financial services
Existing contacts across the NZ financial adviser community – wealth, insurance and/or mortgages essential
Strong understanding of investment products, KiwiSaver, and long-term investing principles
A natural networker and hunter with a track record of pipeline development and new client acquisition
Polished communicator with the presence and commercial acumen to engage at a senior level
NZ Certificate in Financial Services (Level 5) – Investment Strand, or progress toward obtaining the qualification, preferred.
What we offer:
Competitive salary with a performance-based bonus
Up to $1,000 per year towards professional development
$500 annual wellness allowance
Southern Cross health insurance
Full tools of trade – laptop, mobile, and business phone plan
A great team culture, with Friday drinks and nibbles to close out the week