Head of Investment Technical Support

About the role

Our client, a premier financial services firm, is seeking an accomplished senior leader to shape technical solution competency, market alignment, and strategic growth across their Business Development division.

Key responsibilities

• Drive the strategic positioning, industry competency, and formal training programs for the Business Development team.
• Lead the resolution of complex technical queries and maintain complete sign‑off authority on all technical market communications.
• Design and execute strategic plans, digital interventions, and marketing support initiatives to enhance distribution channel capability.
• Provide expert technical problem‑solving support to client services and marketing divisions.
• Collaborate across business units and broader group structures to align operational plans with overarching financial drivers and budgets.
• Deliver strategic leadership, coaching, and performance management for direct reports while fostering a high‑performance culture.
• Represent the business at industry forums and seminars, staying ahead of regulatory changes and implementing required operational adaptations.

Required profile

• Related undergraduate degree accompanied by a Post Graduate Diploma in Financial Planning, CFP designation, and active FPI membership.
• 5 to 7 years of progressive experience within an investment financial planning environment.
• Minimum of 3 years in senior management and direct team leadership.
• In‑depth understanding of the financial planning landscape, investment product offerings, platform drivers, and distribution channels.
• Proven track record of cross‑functional collaboration and partnership management.
• Strong authoring capabilities to write for technical industry audiences as well as public financial education content.
• Exceptional strategic thinking, problem‑solving, negotiation, and resilience.