Job Description
Head of Wealth Distribution - Melbourne
PineBridge Investments, A MetLife Investment Management company.
MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025.
MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform.
Together, we have more than $700 billion in assets under management as of September 30, 2025 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.
What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client’s perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.
The role will be based in Melbourne with the expectation of a hybrid work model.
PineBridge Investments is seeking a Head of Wealth Distribution to 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).
Primary Responsibilities:
Distribution Strategy & Market Development
- Own and execute the three-year distribution strategy across Australia’s intermediary market.
- Define target segments (HNW, licensees, private banks, family offices) and product priorities by channel.
- Drive managed accounts / SMA strategy in partnership with Investments and Product.
- 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 escalate 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 15 years’ experience in asset or wealth management (or related financial services), with deep, hands-on exposure to intermediary and wealth distribution.
- 7–10 years’ experience in leadership roles with a strong “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, alongside managing senior stakeholder relationships and contributing 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 working cross-functionally with Investments, Product, Marketing, Compliance, and Operations to deliver practical, go-to-market outcomes.
- Tertiary qualifications in finance, economics, business, or a related discipline; relevant professional certifications are advantageous.
Skills and Competencies
- Strong commercial leadership capability, with the ability to drive sustainable growth while maintaining a client‑first, partnership‑oriented approach.
- Highly developed relationship‑management skills, able to build credibility and trust with senior advisers, platform partners, consultants and internal stakeholders.
- Clear, confident communication and presentation skills, including the ability to translate complex investment concepts into practical, adviser‑relevant messaging.
- Strategic mindset combined with hands‑on execution, balancing long‑term market development with near‑term delivery and pipeline management.
- Collaborative leadership style, with the ability to influence and align local and global teams in a matrixed environment.
- Strong organisational and execution discipline, including effective use of CRM, reporting and forecasting tools.
ABOUT PINEBRIDGE
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.
Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
PineBridge is proud to be an 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 for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, 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 federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.