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Investment Marketing Lead

2 months ago

Sydney, New South Wales, Australia Perpetual Full time

Perpetual Private (PP) is on the lookout for a seasoned Marketing Manager dedicated to the comprehensive development and execution of marketing strategies for our Managed Accounts (MA) and intermediary investment advisory services. This role is pivotal in enhancing our brand visibility and ensuring cohesive messaging across all client interactions.

As a Marketing Manager, you will play a crucial role in supporting Business Development efforts, orchestrating marketing initiatives, and collaborating with industry experts.

The wealth management division encompasses three distinct brands alongside Perpetual Private – Fordham, Jacaranda Financial Planning, and Priority Life – each providing a unique blend of wealth management, advisory, and trustee services. Our diverse capabilities include strategic guidance on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning, and philanthropy. Our clientele ranges from individuals and families to businesses, not-for-profit organizations, external financial advisory firms, and Indigenous communities across Australia.

Key Responsibilities:

  • Formulate clear, results-driven marketing strategies and activity schedules with consensus from all key stakeholders.
  • Enhance qualified leads, opportunities, clients, funds under management (FUM), and revenue for PP's Managed Accounts and investment advisory services.
  • Implement innovative marketing programs, including comprehensive campaign management, while collaborating with other teams to boost sales conversion rates.
  • Assist in delivering investment insights and content for Request for Proposals (RFPs) and presentations for prospective clients.
  • Design and execute thorough strategies to attract, nurture, acquire, and retain clients who can benefit from PP's Managed Accounts and investment advisory services.
  • Coordinate with key internal stakeholders to ensure effective execution of specialized campaigns.

Qualifications and Skills:

  • Tertiary qualifications in marketing and/or communications.
  • A minimum of 5 years' experience in a similar hands-on/specialist role within the financial services sector (e.g., financial advice, investments, or specifically with Managed Accounts).
  • Preferably possess existing knowledge of key market participants and structures in Australian Managed Accounts, along with experience in pitch and tender development.
  • A results-oriented, high-performing individual with exceptional planning skills and meticulous attention to detail.
  • Strong written and verbal communication skills, coupled with excellent interpersonal relationship abilities.
  • A creative and innovative mindset.
  • Robust project and stakeholder management capabilities.

Organizational Culture:

Our distinctive culture is founded on three core organizational behaviors: Stretch, Own it, Make an impact.

Employee Benefits:

  • Flexible work arrangements allowing you to work from anywhere in Australia for up to one month each year.
  • An annual allowance to prioritize your personal wellbeing.
  • Access to LinkedIn Learning, study support, and a commitment to professional development.
  • Opportunities to lend your expertise and support Indigenous organizations through a six-week secondment with Jawun.

Diversity and Inclusion:

  • Recognized as a WGEA Employer of Choice for gender equality since 2018.
  • Strong commitment to all aspects of Diversity and Inclusion through a comprehensive seven-pillar strategy.
  • A growing number of employee-led networks dedicated to raising awareness and driving continuous change.
  • Support for over 50 Indigenous communities through Native Title Trusts, helping secure their future. We encourage applications from Aboriginal and Torres Strait Islander people.

We are dedicated to fostering an inclusive workplace where diversity is celebrated and welcome applications from individuals of all backgrounds and communities. Our aim is to create a work environment that enables you to thrive, regardless of your circumstances.