Senior Key Account Manager

1 week ago


Council of the City of Sydney, Australia ROBERT WALTERS AUSTRALIA Full time
Senior Key Account Manager -Intermediaries

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Senior Key Account Manager -Intermediaries

  • Opportunity to work with reputable local and global fund managers
  • Manage key client relationships in the retail/wholesale distribution channel, across large dealer groups and IFAs
  • Drive fundraising efforts across a diverse range of fund managers

Our client is seeking an experienced Senior Key Account Manager to join their high performing national distribution team. This role offers an exciting opportunity to be part of a leading third-party funds management distribution firm, responsible for raising capital for a stable of reputable local and global fund managers. The successful candidate will have the chance to manage key client relationships across the NSW/ACT advisor market, lead development of new client relationships in the retail/wholesale distribution channel, and drive fundraising efforts across the stable of fund managers.

What you'll do:

As a Senior Key Account Manager for Intermediaries, you will play a pivotal role in driving our client's fundraising efforts in the retail market in NSW/ACT, managing key account relationships across the dealer group and high-end IFA space. To succeed in this role, you will need to demonstrate excellent interpersonal skills, a strong understanding of financial markets, and demonstrated success in raising capital in the retail channel.

  • Drive fundraising efforts across the stable of fund managers, including private markets funds
  • Manage key client relationships across the dealer group and high-end IFA market in NSW & ACT
  • Lead development of new client relationships in the retail/wholesale distribution channel
  • Ensure effective communication with clients to understand their needs and deliver appropriate solutions
  • Work collaboratively with internal teams to ensure seamless service delivery
  • Maintain up-to-date knowledge of financial markets trends and developments

What you bring:
The ideal candidate for this Key Account Manager position brings a wealth of experience and a strong network within the funds management industry. With at least 8 years' experience in a similar role, you have developed strong relationships across the retail/wholesale channel, including key dealer groups and IFAs. Your technical understanding of financial markets, as well as public and private markets products, is second to none. Above all, your interpersonal skills set you apart - you know how to connect with clients, understand their needs, and deliver solutions that exceed their expectations.

  • Relevant tertiary qualification in finance or related field
  • Minimum of 8 years' experience working in a funds management distribution role
  • Strong relationships across the retail/wholesale channel, including key dealer groups and IFAs
  • Strong technical understanding of financial markets, as well as public and private markets products
  • Excellent interpersonal skills with ability to build and maintain strong client relationships
  • Proven track record in driving fundraising efforts

What sets this company apart:
Our client is a leading third-party funds management distribution firm with a reputation for excellence. They are known for their commitment to delivering exceptional service to their clients, which includes a stable of reputable local and global fund managers. Their team is made up of dedicated professionals who are passionate about what they do, and they offer a supportive and inclusive work environment where everyone's contributions are valued.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply Please click on the link or contact Tom Clifton for further details on

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.

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