Various Distribution Positions
Mlc / Nab
Melbourne & United Kingdom
Head of National Australia Financial Planning – Business Practice Development, Southern RegionResponsible for leadership and management of the financial planning component of the workplace based solutions for all Corporate Solutions referral partners. Including sales management of investment and insurance sales/activity volumes, workplace (employee) penetration and income targets. Key member of the Business Leadership team and responsible for creation, development and execution of the business strategy.Head of Business Development - Pivotal - LondonResponsible for creating the strategies and capabilities of a start up financial services business (Pivotal) for the National Australia Bank in the UK financial services marketplace. Responsible for developing and articulating Pivotal’s distribution strategy across the business and to UK IFA’s, liaising with press journalists, provision of training and advice in financial analysis, marketing strategies, resource/administration management, sales and relationship management, business planning and recruitment of the UK business development and consulting team.Project Integra – Member of the Distribution teamResponsible for creating the strategic business plans for integrating the distribution capabilities of the National Australia Bank with the distribution capabilities of MLC. State Dealership Manager - MLC / Garvan Financial PlanningResponsible for managing the relationship with MLC & Garvan financial planners in providing practice and business development, assisting planners to position and market their practices, ensuring compliance to the business rules, promoting MLC/Garvan software, succession planning and recruiting new financial planners.