DIMS Manager

About Lifetime

Lifetime is one of New Zealand’s leading financial advice businesses, delivering holistic, client-centred advice across all life stages.

The Lifetime Difference

Our Advice for Life philosophy places people at the centre of everything we do. We combine this with robust investment frameworks, sophisticated tools, and disciplined processes to deliver high-quality, meaningful outcomes for our clients.

The Opportunity

We are seeking an experienced DIMs Manager to support and evolve Lifetime’s Discretionary Investment Management Service (DIMs).

This is a senior role focused on ensuring our DIMs offering is underpinned by strong oversight, regulatory discipline, and high-quality investment thinking.

You will act as Lifetime’s internal subject matter expert across investment design, portfolio construction, and DIMs regulatory requirements. Working closely with internal stakeholders, external investment partners, and our adviser network, you will help ensure our investment offering remains robust, practical, and aligned to strong client outcomes.

This role can be based in Christchurch, Auckland, or Wellington.

Key Responsibilities

• Act as the internal subject matter expert for Lifetime’s DIMs offering across investment design, portfolio construction, and regulatory requirements

• Support the ongoing development and refinement of the DIMs suite, contributing expert input into strategy, structure, and enhancements

• Lead DIMs oversight activities, including performance monitoring, portfolio analysis, and operational reporting

• Prepare and deliver high-quality reporting and insights to the DIMs Oversight Committee

• Support the DIMs Oversight Committee (chaired by the CEO), ensuring clear visibility of investment performance, risks, and operational matters

• Ensure compliance with DIMs licence obligations, including regulatory reporting and documentation requirements

• Oversee model portfolio implementation, monitoring, and optimisation in line with agreed frameworks

• Manage and review external investment managers and partners, providing appropriate challenge and insight

• Oversee custodian and platform relationships, ensuring operational effectiveness and integrity

• Work closely with Lifetime’s adviser network to understand client needs, advice challenges, and distribution insights

• Translate adviser and client feedback into practical enhancements to the DIMs offering

• Support adviser capability through guidance, training, and the Lifetime Academy

• Contribute to broader investment capability across Lifetime, including KiwiSaver and retail investment solutions

Why Join Lifetime

This is an opportunity to play a key role in shaping and strengthening the investment capability of one of New Zealand’s leading advice businesses.

You will work across product, advisers, and governance structures, helping ensure Lifetime continues to deliver market-leading investment solutions and strong client outcomes.

•  Company iPhone provided on commencement

• Group benefits including:

  • Life Insurance (1x salary)

  • Income Protection

  • Health Insurance

• Annual company conference (accommodation, meals and drinks provided), focused on training, team building and celebrating success