Nsw State Manager

2 months ago

Sydney, Australia Mercer Full time

**NSW State Manager - Adviser Partnerships**

**What can you expect?**

What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.
- _ Voted #1 HR Consulting Company Globally_
- _ Prestigious Sydney (Barangaroo) office_
- _ Great Package _
- _Great time to join this global organisation in Growth Phase _

**What is in it for you?**

At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more
- Leading learning and development programs
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues
- Genuine work life balance

**We will count on you to**:
This role is responsible for both generating new business sales through our partnerships with Licensees, financial advice practices and their advisers ; and maintaining our existing partnerships within NSW/ACT. The role delivers across a suite of Investment Solutions from our Super Fund, Multi-managed products, Separately Managed Accounts (SMAs), and Individually Managed Accounts (IMAs). The role is supported by a Business Development Associate and interacts with Senior Leaders in Superannuation and Strategic Accounts. You will be accountable for the development and delivery of a sales pipeline of opportunities as measured by FUM and retention of the overall book within the state. This role will involve some travel within the state.

Critical to the success of this role is having an ability to uncover the needs of clients and prospects. Our approach is to ‘solve the biggest problems’ of our adviser partners. A top tier working relationship will be essential with both the National Sales Leader, State Managers, Sales Associates and the Strategic Relationship Leader. Further success will be achieved via leveraging the resources and outputs of the Adviser Service Function. Maintenance of a strong personal brand recognised across industry participants is expected. Strategic and prudent use of expenses will be essential.

**Key Responsibilities**:

- Drive the commercial outcomes and client satisfaction achieved via the distribution of investment and Portfolio Solutions encompassing but not limited to the following:

- Superannuation Products inside the Mercer Super Trust
- Diversified Multi Manager FundsBespoke SMAs
- Generic SMAs
- High Net Worth IMA offering
- Private Market Partnerships
- Retain the “Heritage” book of Advance FUM, working with the Strategic Relationship Leader to both devise a State based strategy and articulate adviser needs
- Deliver an annual Sales Strategy for top accounts within your State
- Work closely with the Adviser Service Leader to articulate and deliver on channel requirements to support the representation of Mercer Investments and Portfolio Solutions
- Represent Mercer’s solutions in forums such as adviser meetings and functions, client functions, PD days, solution launches, conferences and events.
- Represent all of Mercer’s and MMC’s offerings with advisers, which may include introducing opportunities around insurance, workplace solutions and retirement.
- Deliver back to the business all initiatives, ideas and collateral requirements to support adviser distribution.
- Provide accurate and timely maintenance of existing and emerging sales support tools such as CRM systems.
- Adherence to Sales Disciplines around activity, meeting output, pipeline generation, expense management and CRM

**What you need to have**:

- RG146 Compliant
- Relevant undergraduate qualification essential, with relevant postgraduate and/or professional qualification desirable
- Extensive experience in investments and the financial advice arena.
- Experience in managing adviser client relationships and delivering solutions to the industry. This would include experience in managing large numbers of clients, account planning, solution design, delivering on marketing initiatives and stakeholder management
- Excellent technical and analytical skills in relation to investment management and attention to detail
- Demonstrated experience supporting senior management in a deadline-oriented environment
- Excellent interpersonal skills, project management and multi tasking skills
- Strong relationship building skills

**About us**:

- Ma

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