About the role

As the Regional Wealth Manager for Wellington and the Lower North Island, you will lead the overall performance, growth, and operational effectiveness of the region’s Wealth teams. You will be responsible for growing the region's client base, strengthening existing client relationships, and maximising client retention, while delivering exceptional client outcomes and commercial performance.

Working closely with the Business Development Leads and Senior Wealth Advisers, you will be responsible for regional commercial performance, productivity, and advice quality. Through strong leadership, coaching, and performance management, you will build high-performing teams, maintain disciplined operational and compliance standards, and deliver outstanding client and business outcomes.

Key Responsibilities

• Lead, coach, and develop a team of financial advisers to deliver high‑quality, compliant advice
• Own the regional P&L, driving new business outcomes, revenue growth, and commercial performance
• Retain and grow the client base through strong client engagement and adviser capability uplift
• Embed strong conduct, advice quality, and regulatory standards (FSLAA, FAP obligations, Code of Conduct)
• Support advisers with complex client conversations, portfolio construction, and investment recommendations
• Analyse regional performance data and implement targeted improvement plans
• Partner with internal teams (compliance, product, operations) to ensure consistent advice practices
• Contribute to advice‑related policies, standards, and documentation
• Build a culture of professionalism, accountability, and continuous improvement

Skills & Experience

• Proven leadership experience in sales management, people leadership, or commercial roles
• Strong commercial acumen with experience running a P&L and driving growth outcomes
• Ability to coach and motivate advisers or sales teams to lift performance
• Experience in financial services is highly advantageous but not essential
• Strong understanding of regulated environments or willingness to quickly upskill
• Excellent communication and stakeholder engagement skills
• High attention to detail and a proactive, solutions‑focused mindset
• Level 5 Financial Services Certificate (Investment Strand) or willingness to obtain it

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.
• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close 20/07/2026.