Head of Wealth Distribution — Melbourne
Head of Wealth Distribution – Melbourne, PineBridge Investments (a MetLife Investment Management company). The role will be based in Melbourne with a hybrid work model and will lead PineBridge's intermediated wealth distribution strategy and execution in Australia, building sustainable net flows across priority channels (private wealth / advice licensees, platforms & research houses, private banks, family offices).
Role Overview
This position requires owning and driving a three‐year distribution strategy across Australia's intermediary market, defining target segments, product priorities and translating the strategy into annual plans with clear targets, coverage, call cycles and key account focus. The Head of Wealth Distribution will actively originate, pursue and close new business, manage and grow strategic accounts, deliver AUM and net flow targets, and work closely with Product, Investments, Marketing, Compliance and Risk to ensure regulatory and governance alignment. The role also involves engaging platforms, research houses and consultants, contributing to product launches, representing PineBridge externally, and leading team performance and capability development.
Primary Responsibilities
* Distribution Strategy & Market Development: Own and execute the three‐year distribution strategy across Australia's intermediary market; define target segments and product priorities; translate strategy into annual plans with clear targets, coverage, call cycles, and key account focus.
* Sales Execution & Commercial Outcomes: Actively originate, pursue and close new business across advice licensees and wealth firms; personally manage and grow strategic accounts to increase penetration and share of wallet; deliver AUM and net flow targets with disciplined pipeline management and forecasting; apply commercial judgement on pricing, platform economics and bespoke mandates within governance.
* Platforms, Research & Product Enablement: Drive engagement with platforms, research houses and consultants to improve access and positioning; work closely with Product, Investments and Marketing to support approvals, ratings and APL inclusion; ensure strategies are clearly positioned and effectively supported for advisers and platform partners; contribute hands‐on to product launches and enhancements aligned to market demand.
* Marketing, Brand & Thought Leadership: Act as a senior external representative, delivering presentations and participating in industry forums; partner with Marketing to execute targeted, compliant campaigns with measurable outcomes.
* Risk, Conduct & Governance (Australia): Ensure all distribution activity aligns with regulatory requirements and internal governance standards; work closely with Compliance, Legal and Risk on adviser engagement, product launches and platform activity; maintain strong conduct standards and proactively manage and raise risks when required.
* Team Contribution & Capability: Lead from the front with active client engagement while supporting team performance and development; contribute to building team capability in portfolio construction, market insight and client engagement.
Qualifications
* Minimum 15years' experience in asset or wealth management (or related financial services) with deep, hands‐on exposure to intermediary and wealth distribution.
* 7–10years' experience in leadership roles with a "player‐coach" approach—setting strategy while actively driving client engagement, origination and execution.
* Demonstrated experience in the Australian intermediary market, with direct, personal engagement across financial advisers, private wealth firms, dealer groups, platforms and research houses.
* Proven ability to originate and close opportunities, manage senior stakeholder relationships and contribute to team performance.
* Broad investment product knowledge (e.g. multi‐asset, equities, fixed income, alternatives) with the ability to clearly articulate investment propositions in client‐facing settings.
* Track record of cross‐functional collaboration with Investments, Product, Marketing, Compliance and Operations to deliver practical go‐to‐market outcomes.
* Relevant tertiary qualifications in finance, economics, business or a related discipline; professional certifications are advantageous.
Skills and Competencies
* Strong commercial leadership capability—drive sustainable growth while maintaining a client‐first, partnership‐oriented approach.
* Highly developed relationship‐management skills—build credibility and trust with senior advisers, platform partners, consultants and internal stakeholders.
* Clear, confident communication and presentation skills, translating complex investment concepts into adviser‐relevant messaging.
* Strategic mindset balanced with hands‐on execution; manage market development with pipeline delivery.
* Collaborative leadership style capable of influencing local and global teams in a matrixed environment.
* Strong organisational and execution discipline; effective use of CRM, reporting and forecasting tools.
Benefits
* Family‐friendly benefits including comprehensive healthcare, backup childcare programme and flexible work arrangements.
* Competitive retirement plan and tuition reimbursement.
* Robust professional development opportunities.
Equal Opportunity & EEO Statement
We are a proud Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination. We do not discriminate based on age, race, colour, religion, national origin, ancestry, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable laws. We recruit, hire, train and promote into all job levels the most qualified applicants without regard to age, race, creed, colour, religion, etc.
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