Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia Rest Super Full time

Company Description

Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders

Closing date: 10th June 2024. *

Please note Rest does not accept speculative resumes from recruitment agencies

Job Description

  • Join a highly engaged and collegiate team
  • Retain and grow an exceptional Portfolio
  • Hybrid working as standard

About Us

Established in 1988, Rest is one of Australia's largest profit-to-member superannuation funds.

We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they're more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

About the Job

As a Relationship Manager at Rest, your key responsibility is to retain and grow a portfolio of Rest's largest existing clients by providing employers and members exceptional account and relationship management services. By understanding their specific needs and goals, you will offer personalised support and tailored solutions, building strong and enduring relationships.

Your role is critical to the company's success, as your commitment to outstanding service and effective communication of Rest's value will drive client retention and portfolio growth. Additionally, your focus on creating positive client experiences will expand Rest's reach through recommendations and amplifying our market reputation.

As a highly experienced Relationship Manager at Rest, you play an essential role in driving client retention, growth, and expansion.

  • Own and lead the retention and growth efforts for a portfolio of Rest's largest existing employer clients.
  • Act as a representative for Rest in industry and association partner forums to effectively promote and maintain our strong market position and brand awareness among our clients
  • Collaborate with Rest teams and partners to deliver market-leading customer service and resolve issues promptly.
  • Identify and pursue growth opportunities by developing and maintaining relationships with senior and executive employer contacts, influencers, and key decision makers.
  • Strengthen engagement with key employer contacts through regular meetings, including the ongoing governance of the employer Management Committees.
  • Identify new opportunities within existing employers/parent companies, such as sub-plans or brands within a group, to drive growth.
  • Develop and proactively deliver annual engagement and activity plans with employers aligned with Rest's strategic objectives.
  • Produce and deliver tailored client reports that provide insights into employer/employee activities, product usage, and engagement with Rest, facilitating a deeper understanding of client needs. This may include presenting to the Rest Executive Leadership Team.
  • Identify opportunities to implement or enhance existing products and services for employers and their staff, in line with Rest's culture and industry best practices.
  • Deliver workplace education and engagement programs to members that lead to improved product utilisation and retirement outcomes.
  • Work closely with internal Rest teams, including the Workplace Super leadership and Member Teams, to ensure coordinated service delivery aligned with Rest's core values.
  • Foster collaboration, cross-functional cooperation, and expertise leveraging across all Rest divisional teams.
  • Act as a mentor and coach to other Workplace Super team members, providing guidance and support in delivering exceptional account management services.

Qualifications

About You:

Beyond your exceptional Relationship Manager skills, you take pride in your contribution to the team and culture of the organisation. Knowing your work has purpose drives your delivery.

  • RG 146 compliant
  • A Diploma in Financial Planning or relevant Tertiary qualifications is highly valued
  • Depth of experience in a similar role within financial services

Additional Information

Benefits

Our benefits have been designed so you can tailor your experience with us and include:

  • Personal and professional development opportunities
  • Hybrid working
  • Purchase leave scheme and gender neutral 16 weeks paid parental leave
  • Super Contribution Continuation for 12 Months of parental leave
  • Meeting free breaks (Rest Stops)
  • Income Protection Insurance
  • Rest Excellence awards (peer recognition awards based on Rest's values and behaviours)

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

Please note only people with the right to work in Australia will be considered.

*Funds under management as at 30 June 2023. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

Rest will review applications prior to the closing date and may close the role earlier

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