Enterprise & Platform (Australia)

Head of Financial Intermediaries

Location: Sydney or Melbourne (Hybrid)

Keegan Adams Recruitment is partnering with a high-growth Asia-Pacific investment manager specialising in US private assets and alternative investments. The firm services ultra-high-net-worth families, family offices and private wealth professionals across Australia and Asia, providing access to high-quality private market opportunities through a selective due diligence process and global manager network.

The firm is seeking a senior commercial leader to own and scale enterprise distribution across Australia, spanning major wealth platforms, private banks and adviser networks. The role will be accountable for building a repeatable, institutional-quality distribution engine, increasing product visibility through third-party platforms, improving adviser conversion and delivering sustained growth in flows and assets.

Key responsibilities

• Lead enterprise distribution strategy across platforms, private banks and adviser groups, including targets, budgets, pipeline and reporting

• Own key platform relationships and drive growth through partner engagement, issue resolution and governance alignment

• Deliver product onboarding and ongoing regulatory/data requirements, including DDO/TMD and disclosure obligations

• Coordinate cross-functional execution across Investment, Operations, Sales and Compliance

• Build and lead a high-performing platform/enterprise execution team and drive disciplined delivery against KPIs

Required experience

• Significant leadership experience within platforms, funds management, wrap/IDPS, wealth management or investment distribution

• Proven experience working with Australian investment platforms and enterprise distribution partners

• Strong understanding of managed funds, model portfolios and platform structures

• Solid knowledge of Australian product governance and regulatory frameworks

Highly regarded

• Experience distributing alternatives or multi-manager solutions via third-party platforms

• Strong project delivery track record

The successful candidate will be commercially driven, relationship-led and highly structured, with strong stakeholder influence and the ability to deliver growth through enterprise channels. This role offers high visibility within the business and a clear pathway into broader leadership.

Consultant

Jack Brown

Director

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Reference number: 12546
Profession:Distribution

Company: Keegan Adams
Date posted: 17th Dec, 2025