Vanguard Australia has announced a number of changes to its distribution leadership team, including the appointments of three new divisional heads.
The new structure will see Matt Willis take over as head of institutional, Rebecca Pope become head of intermediary and Colleen Campbell move into the head of client services and administration role.
All three of the new heads were appointed internally, with Mr Willis previously in the role of national sales manager for adviser sales, Ms Pope holding a number of leadership positions within the firm’s sales excellence and planning and intermediary and retail marketing teams, and Ms Campbell moving from senior product manager, client engagement.
“These changes are driven by our commitment to provide the best quality client experience across all segments of the Australian market,” Vanguard Australia head of distribution Matthew Lumsden said.
“Each individual brings substantial and diverse expertise to the team. We believe this further strengthens our organisation and ultimately delivers better outcomes for our clients.”
Mr Lumsden told InvestorDaily the changes to the leadership structure "are aimed at setting up for improved client experience".
"That’s really about having teams in place which are able to best work with clients toward their investment goals. Vanguard feels it’s in a positive position on client experience already, but this move is part of helping refine that further and achieve success for clients over the long-term," he said.
Vanguard Australia is currently looking to recruit someone for a fourth leadership role, head of sales excellence and planning, and expects to fill the position within the coming month.
The ifa Excellence Awards are back in 2021 and nominations are now open! This prestigious accolade recognises exceptional professionals within the financial advice industry, shining a light on the outstanding achievements from the nation's best and brightest. If this sounds like you or someone you know, then nominate today for the ifa Excellence Awards 2021!