Senior Portfolio Manager

2 weeks ago

Darwin, Northern Territory, Australia beBeeAccount Full time $100,000 - $120,000
Job Overview

This role plays a pivotal part in enhancing employer and member relationships, driving retention, engagement, and strategic growth across key accounts.

We seek a driven and relationship-focused professional to manage our employer and member portfolio, with a focus on managing key accounts and contributing to our growth strategy.

The Opportunity

As a key account manager, you'll be responsible for the retention, engagement, and development of a portfolio of employer and member accounts. You'll build strong business-to-business relationships, deliver tailored engagement strategies, and represent us at industry events and client forums.

Your ability to understand client needs, identify opportunities, and deliver exceptional service will be crucial to your success.

Key Responsibilities
  • Manage and grow a portfolio of employer and member accounts through proactive engagement and service delivery.
  • Develop and maintain strong relationships with key stakeholders, attending industry events and client functions as required.
  • Execute formalised client engagement strategies and member service initiatives.
  • Support the onboarding of new business and ensure seamless transitions for large employers.
  • Deliver education programs and promote our campaigns across your portfolio.
  • Maintain accurate client records in our CRM and ensure compliance with relevant requirements.
  • Provide insights and reporting on service levels, engagement outcomes, and portfolio performance.
Required Skills and Qualifications
  • Proven experience in account management, client engagement, or business development.
  • Strong knowledge of superannuation, industrial relations, and financial products.
  • Excellent communication, presentation, and stakeholder engagement skills.
  • Relevant qualifications and/or Diploma of Financial Planning are desirable.
Benefits

We value diversity of thought and offer a flexible workplace. Some benefits we provide include:

  • Flexible work environment
  • 15% superannuation
  • Additional paid leave over Christmas and New Year
  • Additional 5 days paid 'flex leave', so that you can take time out when you need it
  • 18 weeks paid parental leave
  • Total Wellness Program, including benefits such as free flu shots, comprehensive EAP support, access to medical experts and wellness related events throughout the year
  • 3 days community service leave
  • 4 weeks paid gender affirmation leave
  • Access to long service leave at 5 years
  • Access to subsidised financial advice
  • Dedicated personal development budget to support your growth

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