At a Glance
- Tasks: Drive business growth by engaging with key advisers and managing relationships.
- Company: Join Perpetual Limited, a global leader in asset management.
- Benefits: Enjoy up to 6 weeks leave, hybrid work, and personal wellbeing support.
- Other info: Diversity-focused workplace with excellent career growth opportunities.
- Why this job: Be part of a dynamic team making a real impact in the finance industry.
- Qualifications: 3+ years in business development with strong investment knowledge.
The predicted salary is between 105000 - 115000 $ per year.
Work where we work best - Hybrid office/work-from-home environment. Be part of a high performing, fun and dynamic team. Role can be based in Sydney or Melbourne. More time off for the things that matter - Up to 6 weeks' leave.
A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.
About the role
As the Key Account Manager, you will be accountable for developing and executing strategies to engage with key Advisers, Dealer Groups and Researchers to support growth in the market. This role can be based in Sydney or Melbourne.
Key responsibilities:
- Responsible for a portion of the net flow in the NSW or VIC market.
- Source leads and new business, maintaining a robust pipeline of opportunities to meet our net flow goals.
- Map adviser practices to the growing asset consultant gatekeeper channel, ensuring top-down and bottom-up connectivity.
- Grow Perpetual's net flow/revenue across our priority funds.
- Generate leads and insights from centres of influence, including platforms and asset consultants.
- Identify high-quality leads for asset consultants and explore opportunities for Perpetual investment solutions.
- Manage end-to-end relationships and business development with top small to medium-sized AFSLs in the NSW market.
- Assist in building support for fund ratings, platform additions, APL additions, and model additions.
About you
- Relevant tertiary or industry qualifications (FINSIA, DFP).
- Minimum 3 years of business development experience.
- Solid understanding of the funds management industry, including investment management.
- Strong technical investment/market knowledge across multiple asset classes.
- Sales/account management experience and understanding of the role of the financial planner.
- Ability to drive technical investment interactions to enhance sales opportunities.
- Passion for building businesses - both for Advisors and Perpetual.
- Strong stakeholder management skills and ability to influence.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
- Work from anywhere in Australia for up to one month each year.
- An annual allowance to empower you to prioritise your personal wellbeing.
- Study support and commitment to supporting professional development.
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy. A growing number of employee-led networks who work to raise awareness and drive continued change. We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People. We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Business Development, Finance, and Sales
Industries: Capital Markets, Financial Services, and Funds and Trusts
Key Account Manager employer: Perpetual Limited
Perpetual Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney, where you can develop your technical accounting expertise while contributing to meaningful financial governance. With a strong commitment to employee wellbeing, professional development, and a culture that celebrates diversity, you'll find ample opportunities for growth and collaboration within our high-performing Group Financial Control team. Join us to make a significant impact in a complex ASX-listed financial services organisation, where your contributions are valued and recognised.
