Evidentia - Head of Sales - Northern Region

We’re seeking an experienced Head of Sales – Northern Region to lead a high-performing team and drive strategic growth across NSW, ACT, and QLD in a fast-paced, adviser-led environment.

About Evidentia

Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we offer innovative investment solutions tailored to financial advisers and their clients.

About the Role

We are looking for a senior sales leader to oversee our Northern Region distribution efforts across the retail advice and IFA channels. This role is responsible for managing a high-performing sales team, driving regional strategy, and ensuring delivery of Evidentia’s full suite of managed account and investment solutions.

This strategic hybrid role blends leadership and business development, with a strong focus on performance, process, and client impact. You’ll also work closely with cross-functional teams to align go-to-market efforts and support broader business objectives.

Responsibilities

• Lead, manage and coach the Northern Region sales team to achieve revenue and inflow targets


• Maintain and grow a personal adviser panel, focusing on high-impact relationships


• Drive execution of sales strategy, pipeline management and CRM discipline


• Oversee implementation of national sales initiatives and support RFP responses


• Represent Evidentia at industry forums, partner events, and client engagements


• Monitor sales performance and deliver reporting to senior leadership


• Collaborate with internal teams across Product, Marketing, and Investment Solutions


• Leverage client and market insights to refine adviser engagement and positioning

About You

• Proven experience managing high-performing sales teams in financial services or wealth management


• Strong understanding of Managed Accounts, advice processes, and business models


• Demonstrated leadership and coaching capabilities across geographically dispersed teams


• Excellent communication and stakeholder engagement skills


• Proficient in Salesforce or similar CRM and reporting tools


• Bachelor’s degree in Business, Commerce or Finance


• Postgraduate qualification (e.g. MBA or finance-related) highly regarded


• Strong existing networks within the advice, licensee, or platform market

What we offer

• Ongoing flexible working arrangements


• Family friendly work-life balance


• Genuinely open and supportive culture with an approachable executive team


• Ongoing training and professional development


• Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)


• Social and charity events

Evidentia is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights - You must hold current permanent and full-time working rights in Australia e.g. Citizen or Permanent Resident