Key Account Manager Wa
7 days ago
Grow our business by building on our legacy and longstanding heritage.- Work/life balance; we encourage employees to work where we work best- Qualify for a range of exciting benefits, incl. two weeks of additional paid leave each year focused on wellbeing & community.
Reporting to the Regional Manager, the Key Account Manager for Western Australia (WA), will be responsible for developing and executing strategies to engage with key Advisers, Dealer Groups and Researchers to develop new business opportunities and retain existing relationships.
Sounds interesting? Here are some specifics about the opportunity:
- Responsible for net flows in the Western Australia (WA) market- Collaborate with the Regional Manager VIC/SA/WA/TAS, Head of Strategic Accounts and Head of Asset Consultants to raise money in the WA market from a panel of advisers- Source leads and new business in market maintaining a well-balanced and detailed pipeline of opportunities large enough to deliver our net flow objectives- Map adviser practices to the growing asset consultant gatekeeper channel to ensure a high degree of connectivity from both the “top down” and “bottom up”- Grow Perpetual’s business in net flow/revenue terms across our priority funds- Drive leads and insights from centres of influence including platform, asset consultants and other market participants- Document and work a strategic annual plan with appropriate documentation outlining key clients, opportunities/risk, bottom-up build and stakeholders maps- Active input to the sales team meetings and forums to come up with ideas, insights and input to help the team meet our net flow objectives- Responsible for the identification and end to end relationship management and business development of the best (most FUM, corporatized, growing) small to medium sized AFSL’s (dealer groups) in the WA market- Support the process in building support for fund ratings, platform additions, APL additions, and model additions- Maintain and manage CRM notes, activity and pipeline.
To be considered for this opportunity, your qualifications, skills and experience could include:
- Relevant tertiary or industry qualifications (FINSIA, DFP)- Degree qualification desirable- RG146 desirable- CIMA or equivalent preferred- Minimum 5 years business development experience- Sound understanding of Funds management industry including investment management- Strong technical investment/market knowledge across multiple asset classes- Sales / account management and understanding of the role of the financial planner- Ability to drive technical investment interaction to enhance sales opportunities- Desire to help build businesses - both for Advisors and Perpetual.
Our opportunity
We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.
Our benefits- Two weeks additional paid leave for Well-being & Community Leave- Market competitive Parental Leave- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us?
You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
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