Marc’s career within the financial services industry spans over 23 years, leading sales teams for a number of the most prominent organisations in the sector such as IOOF and HUB24. His experience spans administration, product, advice and technology and he has managed significant client relationships for over 15 years. Marc has most recently managed key client relationships at global Investment manager, Franklin Templeton.

Lonsec CEO, Michael Wright, is delighted about the new hire, saying “Marc brings to our Sales and Service division considerable experience and expertise leading and building teams, as well as positioning them for exponential growth. He also brings substantial insight on the structure and drivers within our industry today.”

“Since the acquisition of Implemented Portfolios, our distribution team and our managed account offering have both expanded, and we are excited about Marc joining the business to help take them to the next level.”

Marc echoed these sentiments, saying, “I am thrilled about the prospect of joining Lonsec and being a part of a company with a strong reputation and exciting growth prospects. I see this as an opportunity to work alongside some exceptional people, many of whom I have had the pleasure of engaging with as business partners in previous roles.

“Considering the current landscape, it’s no surprise that we are seeing Advisers increasingly seek greater efficiency in order to scale and grow their firms, and I am delighted to be joining a company that can provide the tools to help them achieve this.”

“Throughout my career, I have always been passionate about doing interesting things and collaborating with talented individuals, and Lonsec presents an excellent opportunity to continue this trend and, contribute to a thriving company.”

Marc will commence the position of Executive Director Adviser Sales and Service at Lonsec in May 2023.

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Hraiki has more than 20 years of experience in the financial services industry and joins Franklin Templeton from HUB24 where he was senior state manager for NSW and ACT. Prior to that, Hraiki was National Manager for Advice Relationships with IOOF.

Felicity Walsh, Head of Sales at Franklin Templeton Australia, said: “We are delighted to have someone of Marc’s calibre and experience join our growing team in Sydney. I am sure Marc will appreciate the Franklin Templeton culture which revolves around active engagement with our clients and being passionate about finding the right investment solutions to help achieve their goals.”

Matthew Harrison, Managing Director of Franklin Templeton Australia and New Zealand, says this appointment reflects the company’s strong growth and commitment to the market.

“We are well positioned to service our clients and assist them in creating sustainable businesses. We are excited about the future and the possibilities for deeper and expanded partnerships with our clients, led by our world-class specialist investment managers and capabilities.

“Marc has strong experience across the financial services sector and is accomplished at building and leading teams and developing business across the full gamut of channels. We are confident in his ability to drive our business forward throughout 2022 and beyond,” noted Harrison.

The post Franklin Templeton appoints experienced Sales Director to bolster Australian distribution capabilities appeared first on AdviserVoice.

Current State Manager Andrew Fraser moves into a newly created role of National Manager for Strategic Sales, reporting to Shane Muscat.

Mr Hraiki has almost 20 years’ experience in financial services in senior leadership roles managing state and national sales teams, most recently at IOOF where he held the role of National Manager of Advice Relationships. Mr Hraiki has also held roles at DKN Financial and the Australian Stock Exchange, focusing on adviser recruitment and education; and Rubik Group, where he held the role of Sales Director.

Commenting on the new appointments, HUB24’s Head of Retail Distribution, Greg Newman, said: “We are pleased to welcome Marc Hraiki to our company, and we look forward to leveraging his extensive experience leading state and national sales teams across platforms, asset management and advice.

“Given the strong pipeline we have in the institutional space we are pleased to have Andrew Fraser move across into this newly created role where he can leverage his many years of experience in the platforms space to build new relationships in this segment,” he added.

The appointments of Mr Hraiki and Mr Fraser follow the also recently announced appointment of Mark Goodrick as HUB24’s new Chief Financial Officer (CFO). Mr Goodrick will commence in his role in December this year.

The fastest growing platform

HUB24 continues to outperform as the fastest growing platform provider in the market, with overall market share now reaching 1%, and has achieved inflows over 18 times current market share which is the highest growth in the industry.

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Reporting to Marc Hraiki, group executive – sales and relationship management, Ms Conquest will be based in the Melbourne office to support key clients and drive new business development.

On the third senior new appointment at Rubik in as many weeks CEO, Iain Dunstan, said “Lanie brings an impressive skillset and extensive experience in helping major Financial Services clients, just like ours, build contemporary financial advice models”.

Ms Conquest’s financial services career spans over 24 years in advice, operations and sales management, most recently as head of sales at Decimal Software, responsible for the sales strategy for key retail banks and superannuation funds. Prior to Decimal she was a division director and Virtual Adviser Network (VAN) distribution strategy manager at Macquarie bank. Prior to this she spent 14 years in a variety of business development, management and distribution roles with Asgard.

Ms Conquest’s appointment follows the recent appointments of James Jackson to group executive – consulting, and Joanna McCarthy to head of marketing and communications.

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At Rubik, Mr Hraiki will be responsible for directing the sales team, driving new business relationships with institutional and dealer group clients, as well as overseeing client retention and business growth.

Mr Hraiki was most recently state manager at IOOF and has also held senior business development roles at Australian Securities Exchange (ASX) and DKN Financial Group.

In these roles, Mr Hraiki focussed on distribution, platforms, investments and recruitment of financial planning practices.

Chief executive officer of Rubik, Iain Dunstan, said that Mr Hraiki’s extensive experience in business development would be of particular benefit to Rubik as it continues to expand its client base both through retention of existing clients and by attracting new clients to its offering.

“Marc has the right skills to continue with Rubik’s growth strategy, whether it is driving new business relationships with institutional and dealer group clients or focusing on expanding existing relationships with our current clients.

“Marc will focus on the continued promotion the Rubik suite of products into the marketplace and will further engage with our clients to tailor the development of the Rubik offering to meet their requirements,” Mr Dunstan said.

Mr Hraiki holds a bachelor of commerce from The University of Wollongong.

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