Description
Wellington
Full time
- Newly created senior leadership role following Milford's continued growth:
Lead and expand Milford WM across the Central North Island and South Island:
Award winning fund manager
- Milford Wealth Management (MWM) provides high-net-worth clients—those with $500,000+ to invest — with a premium wealth management service. This includes advisory and managed solutions supported by Milford’s Discretionary Investment Management Service (DIMS). Clients benefit from dedicated Wealth Management Advisers providing ongoing advice or Financial Advisers delivering one-off advice across Milford’s KiwiSaver and Investment Fund products.
Milford continues to experience strong growth, and this role is central to leading the expansion of Milford’s Wealth Management business in Cambridge, Tauranga, Havelock North, Wellington, Christchurch and Wanaka. The primary focus is leading teams, establishing new offices, and supporting the accelerated growth strategy across DIMS acquisition and in-person KiwiSaver acquisition.
Key responsibilities include:
Lead, manage, and develop Wealth Management and Advice teams in Cambridge, Tauranga, Havelock North, Wellington, Christchurch and Wanaka.:
Establish new offices, Recruit and develop high-performing teams:
Drive the execution of Milford’s Wealth Management strategy, including DIMS uplift, KiwiSaver acquisition, and Investment Fund growth:
Innovate and deliver a first-class wealth management proposition and client experience through the teams under your leadership:
Collaborate with internal stakeholders (Investment, Advice, Marketing) to implement strategic initiatives:
Develop and deliver growth initiatives for the Milford Wealth Management service, including support for marketing campaigns and business initiatives (e.g. roadshows, lunches, seminars, and client functions):
Delivery of strategy for new business development opportunities:
Maintain regulatory and compliance standards in all activities
About you:
Tertiary qualified, ideally with a financial advice qualification:
10+ years in financial services or wealth management, with strong leadership and team management experience gained in New Zealand or offshore (you may already have some connection to NZ).:
Proven ability to establish offices, lead teams, and implement growth/distribution strategies:
Deep understanding of NZ private wealth landscape and high-net-worth client segments:
Exceptional leadership, coaching, and mentoring skills with a demonstrated track record of success in the industry
This is a newly created role reflecting Milford’s growth, offering the opportunity to shape regional strategy, build offices and teams, and make a significant impact on Milford’s Wealth Management business. This position could be based in Auckland, Wellington or Christchurch.
This is a unique opportunity to join one of New Zealand’s leading fund managers with ambitious growth plans. You will have the chance to influence, shape, and drive the regional strategy, playing a key role as Milford continues to scale its Wealth Management platform.
Reference number:
DG1413819
Profession:
Banking & Financial Services
Funds Management
Company:
DGA
Date posted:
26th Jan, 2026