Sam Rubin

Sam Rubin Email and Phone Number

State Manager Vic and Tas @ The Principals' Community
Melbourne, VIC, AU
Sam Rubin's Location
Greater Melbourne Area, Australia
Sam Rubin's Contact Details
About Sam Rubin

Executive financial services leader with a strong track record in leading teams that can collaborate to deliver great outcomes by building a positive, quality based team culture. I am a dedicated professional with experience built over twenty years specialising in the advice services market.Area of Expertise  Key Account Management  People Leadership Advice Industry  APL and Investment Research Management  Responsible Manager  Investment Products Risk Governance Management  AFSL Framework and ObligationsKey Achievements  Key account management with third-party providers to improve the products and services available to clients Development and management of the service offered to grow the adviser network  Designed and implemented a market-leading APL framework based on the relationship management of the adviser network to support the distribution of multi-asset SMA solutions for adviser-lead client portfolios Developed and implemented a business process simplification program to support adviser recruitment and staff efficiency  Designed and built the AFSL Advice Governance framework to create an efficient risk management methodology and remediation process

Sam Rubin's Current Company Details
The Principals' Community

The Principals' Community

View
State Manager Vic and Tas
Melbourne, VIC, AU
Website:
principalscommunity.com.au
Employees:
11
Sam Rubin Work Experience Details
  • The Principals' Community
    State Manager Vic And Tas
    The Principals' Community
    Melbourne, Vic, Au
    View
  • The Principals' Community
    State Manager Vic/Tas
    The Principals' Community Aug 2023 - Present
    Melbourne, Victoria, Australia
    View
  • Affinia Financial Advisers Limited
    Head Of Advice & Research
    Affinia Financial Advisers Limited 2015 - May 2023
    Australia
    Main Achievements/Highlights Supported business to grow adviser numbers by 300% Key account management of third-party providers – Financial planning software, investment research & APL  Development of Line 1 Risk Methodology and Governance  Designed and implemented a market-leading APL framework based on the relationship management of the adviser network to support the distribution of multi-asset SMA solutions for adviser-lead client portfoliosResponsibilities Reported to the CEO Affinia Financial Advisers Ltd - Responsible for the Advice and Research department  Chair of Investment Steering Committee - Responsible for the management of the APL  Adviser Monitoring, Supervision & Remediation requirements  Responsible Manager for the Affinia Financial Advisers Ltd AFSL Member of the Risk Committee  Responsible for the complaints management process
    View
  • Sam Rubin & Associates
    Director
    Sam Rubin & Associates 2013 - 2016
    Melbourne, Australia
    ConsultantMain Achievements/Highlights Development tailored consultancy services – Advisers and Licensees  Helped my clients achieve their business goals Individual service offer based on clients needsResponsibilities Business owner  Development of distribution and sales strategy  Development of marketing strategy and tools  Engagement with potential and new clientsBennelong Wealth Partners Pty Ltd - Platform & Technology Manager – ContractMain Achievements/Highlights Development of a custom-built investment platform solution for Licensee Designed business systems, processes, advice templates, client and management report capabilities Designed and implemented a new client portal solution  Contract negotiation to develop a unique pricing model for group platform solutionResponsibilities Reported to the CEO, responsible for the design, project management and implementation of a new investment platform solution for advisers and their clients Responsible for the engagement and training of staff on the new investment platform solution  Implemented a new commission payment system (CommPay)
  • Tal Australia
    Modern Advice Manager
    Tal Australia 2014 - 2015
    Melbourne, Victoria, Australia
    Main Achievements/Highlights Development of advice business strategy  Business unit monthly revenue and policy targets  Supported start up business during test and learnResponsibilities Reported to the General Manager – Mid-Market, responsible for the design, development and implementation of a modern advice offer to mid-market customers which involved working across all lead generation and key stakeholders across the business  Responsible Manager for the TAL Direct AFSL
    View
  • Unisuper
    Head Of Advice Strategy And Services
    Unisuper 2012 - 2013
    Melbourne
    Main Achievements/Highlights Developed and implemented FOFA requirements Rebuilt internal paraplanning department Strengthened education services to members – Introduction of Webinars and online videosResponsibilities Reporting to the Executive Manager – Member and Employer Solutions, responsible for the management of the Licensee services available to our internal team of advisers which included general, intra-fund telephone advice and a national comprehensive face-to-face private client advice service Management of a team of twelve members, with three direct senior managers we supported the AFSL including adviser training and services, the centralised paraplanning team with an internal Xplan specialist, and the business member education program Responsible Manager for the UniSuper AFSL
    View
  • Ioof
    Head Of Adviser Services
    Ioof 2004 - 2012
    Melbourne
    Head of Adviser Services 2011 – 2012Main Achievements/Highlights Strategic development of department and business services to the adviser market Development of Practice Management Program Expansion of adviser transition service Responsibilities Reporting to the General Manager - Distribution, responsible for the management of the Adviser services department  Management of a team of ten members, offering a range of services to the IFA adviser market Responsible for the Adviser services department supporting the platform sales teams (retail and corporate super) offering a range of Licensee services
    View
  • Axa
    Technical Services Manager
    Axa 2000 - 2004
    Melbourne, Victoria, Australia
    View

Sam Rubin Skills

Strategic Financial Planning Strategy Superannuation Business Process Improvement Financial Services Financial Planning Relationship Management Business Strategy Start Ups Financial Advisory Insurance Marketing Training Business Relationship Management Finance Business Intelligence Product Development

Sam Rubin Education Details

Frequently Asked Questions about Sam Rubin

What company does Sam Rubin work for?

Sam Rubin works for The Principals' Community

What is Sam Rubin's role at the current company?

Sam Rubin's current role is State Manager Vic and Tas.

What is Sam Rubin's email address?

Sam Rubin's email address is sa****@****.com.au

What is Sam Rubin's direct phone number?

Sam Rubin's direct phone number is +614110*****

What schools did Sam Rubin attend?

Sam Rubin attended Caulfield Grammar School, Monash University, Cpa Australia, Fasea.

What are some of Sam Rubin's interests?

Sam Rubin has interest in Investing, Quality Financial Planning Advice, Motorbikes, Business Advice And Practice Management, Gym.

What skills is Sam Rubin known for?

Sam Rubin has skills like Strategic Financial Planning, Strategy, Superannuation, Business Process Improvement, Financial Services, Financial Planning, Relationship Management, Business Strategy, Start Ups, Financial Advisory, Insurance, Marketing.

Not the Sam Rubin you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.