Overview We're seeking an experienced Head of Sales - Northern Region to lead a high-performing team and drive strategic growth across NSW, ACT, and QLD in a fast-paced, adviser-led environment.
About Evidentia Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts.
Together, we offer innovative investment solutions tailored to financial advisers and their clients.
About the Role We are looking for a senior sales leader to oversee our Northern Region distribution efforts across the retail advice and IFA channels.
This role is responsible for managing a high-performing sales team, driving regional strategy, and ensuring delivery of Evidentia's full suite of managed account and investment solutions.This strategic hybrid role blends leadership and business development, with a strong focus on performance, process, and client impact.
You'll also work closely with cross-functional teams to align go-to-market efforts and support broader business objectives.
Responsibilities Lead, manage and coach the Northern Region sales team to achieve revenue and inflow targetsMaintain and grow a personal adviser panel, focusing on high-impact relationshipsDrive execution of sales strategy, pipeline management and CRM disciplineOversee implementation of national sales initiatives and support RFP responsesRepresent Evidentia at industry forums, partner events, and client engagementsMonitor sales performance and deliver reporting to senior leadershipCollaborate with internal teams across Product, Marketing, and Investment SolutionsLeverage client and market insights to refine adviser engagement and positioning About You Proven experience managing high-performing sales teams in financial services or wealth managementStrong understanding of Managed Accounts, advice processes, and business modelsDemonstrated leadership and coaching capabilities across geographically dispersed teamsExcellent communication and stakeholder engagement skillsProficient in Salesforce or similar CRM and reporting toolsBachelor's degree in Business, Commerce or FinancePostgraduate qualification (e.g. MBA or finance-related) highly regardedStrong existing networks within the advice, licensee, or platform market What we offer Ongoing flexible working arrangementsFamily friendly work-life balanceGenuinely open and supportive culture with an approachable executive teamOngoing training and professional developmentWellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)Social and charity eventsEvidentia is an equal opportunity employer and are committed to creating an inclusive environment for all employees.
We encourage applications from people belonging to groups underrepresented in Financial Services.Working rights - You must hold current permanent and full-time working rights in Australia e.g. Citizen or Permanent Resident