Executive Director

SUMMARY:
Energized by the prospect of taking a company to the next level? You’ll play a crucial role in developing strategy, controlling operations and driving market growth for a niche player in the asset consulting, retirement funding and financial planning sector. Opportunity for equity in the business.

POSITION INFO:

Accountable to the Board for implementing agreed Company strategy. Actively maintain a high-level view of the investment markets to provide strategic input to Board, retain existing clients, grow market share and foster a culture of excellence in service quality. Actively pursue the skills and experience needed for the role.

Business - Plans & Budgets

• Strategy development to grow the business significantly over the next three to five years. (to be completed within six months after the successful candidates appointment – to be facilitated by Rob Snow)
• Prepare Annual Business Plan and Budget for adoption by the Board.
• Monitor Company Performance against Business Plan and Budget.

Finance/Accounting/Administration

• Oversee administration of Retirement Funds under management
• Ensure Administration, Consulting and Asset Consulting up to the level of matches that of leaders in the market.
• Manage Finances through control of Financial Administrator.
• Ensure the timely production of Monthly Management Accounts and Annual Financial Statements.

Client Management

• Maintain relationships with existing clients.
• Constantly explore innovations to provide a competitive edge that will secure new clients and retain existing clients.
• Provide Asset Consulting to clients to ensure correct Asset Liability Profile.
• Advise clients, generally, on tax implications.

Business Development

• Carry out appropriate market research to identify potential corporate and HNW clients.
• Prepare and deliver proposals to target clients.
• Assist with the acquisition of the administration, consulting and asset consulting appointments to retirement funds.

Products & Investments

• Stay abreast of investment markets by attending presentations by Assets Managers.
• Maintain knowledge of financial products available to corporate and individual clients.
• Monitor the performance of Asset Managers relative to their investment mandates.
• Present investment opportunities and related analysis to Corporate and High Net Worth (HNW) clients