The opportunity
This role builds the distribution model for the proposed strategy through wealth managers, private banks and other suitable wealth platforms. The focus is on understanding partner needs, shaping a workable commercial proposition and developing long-term relationships, without assuming that any distribution arrangement is already in place.
What you will lead
- Identify and prioritise wealth managers, private banks, adviser networks and relevant investment platforms that could be suitable distribution partners.
- Understand partner requirements around product governance, investor eligibility, reporting, due diligence, servicing, fee structures and operational integration.
- Develop the partner proposition, onboarding materials, due-diligence responses and implementation plan with the investment and operations teams.
- Design a partner engagement model that makes responsibilities, client ownership, servicing standards, disclosures and economics clear.
- Coordinate partner feedback into product design without compromising investment governance or creating inappropriate promises about liquidity or returns.
- Build a relationship pipeline and track progression from initial interest to formal diligence and, where appropriate, documented agreement.
Experience and approach
- Senior experience in wealth management, private banking, alternatives distribution, fund platforms or strategic partnerships.
- Credibility with decision-makers at wealth firms and a strong grasp of their product-selection and due-diligence processes.
- Ability to translate an investment proposition into operationally practical partner requirements.
- Commercial discipline, persistence and clear communication.
- Awareness of distribution, financial-promotion and investor-eligibility requirements, with a willingness to involve specialist compliance advice.
Initial priorities
- Build a segmented list of potential wealth partners and assess their likely fit.
- Define the partner value proposition and required product/servicing features.
- Create a repeatable partner-discussion pack and record key requirements and objections.
- Map the path from early discussion to due diligence, approval and launch readiness.
What success looks like
A realistic partner pipeline, a tested distribution proposition and documented requirements that enable an appropriate route to market.