Investment Growth Specialist
5 days ago
### Key Responsibilities
As an Investment Growth Specialist at Zenith Investment Partners, you will be responsible for developing and maintaining strong working relationships with our existing clients, generating leads and marketing to our prospect database. Your key responsibilities will include:
* Achieving personal and business budget outcomes through new sales initiation and conversion, as well as supporting client retention for Zenith, Chant West, and FE fundinfo's range of investment and super research solutions and relevant digital tools.
* Collaborating across the group, representing the client perspective in group initiatives, and sourcing, qualifying, and supporting conversion of client leads for others.
* Working closely with other stakeholders in the office to identify new business product and service opportunities from existing and new accounts through accurate sales planning.
* Maintaining all client records and personal sales opportunities via the group's CRM.
### Requirements
To be successful in this role, you will need to have a minimum of 5 years of experience in a business development manager role, with strong knowledge in investment management, financial data collection and management, investment structures, and portfolio construction. Ideally, you will have experience within a data analytics, FinTech, investment research, financial planning, or a funds management organization. You must be self-driven, able to work independently, and have excellent written and verbal communication skills. You will need to demonstrate a broad, current, and credible funds management relationship network, as well as platforms, paraplanning, and relevant technology partner groups. A strong reputation as a team player with demonstrable client relationship management skills and proven sales results is also essential.
### What We Offer
As a member of our team, you will be offered a role that is varied in its responsibilities, welcomes initiative and collaboration with other motivated and experienced professionals. You will have the opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally. You will be part of a pleasant, ambitious, and professional working climate with good opportunities for further development. Our company is committed to fostering an environment that welcomes individual perspectives, backgrounds, and life experiences. You will be eligible for discretionary bonus and commission, 4 days study leave per annum, $4,000 p.a. study allowance paid for successful completion of approved courses, and a range of wellbeing offerings and discounts on everyday spending.
-
Investment Research Specialist
2 months ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAbout the Role:MFS Investment Management is seeking a highly skilled Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key Responsibilities:Conduct...
-
Investment Research Specialist
4 weeks ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAbout the Role:MFS Investment Management is seeking a highly skilled Investment Research Specialist to join our team. As an Investment Research Specialist, you will be responsible for conducting in-depth research on various industries and global regions to develop specific company and stock recommendations for our portfolios.Key Responsibilities:Conduct...
-
Investment Research Specialist
4 weeks ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAbout MFS Investment Management: At MFS, we foster a culture that empowers our employees to excel in their roles. We believe in collaboration and prioritize collective success over individual accolades. Our commitment to our community and each other is paramount, as we strive to make a meaningful impact for the professionals we value and the clients who...
-
Senior Investment Solutions Specialist
3 weeks ago
Sydney, New South Wales, Australia Asian Infrastructure Investment Bank Full timeJob Title: Senior Investment Solutions SpecialistAsian Infrastructure Investment Bank (AIIB) is seeking a highly skilled Senior Investment Solutions Specialist to join our team. As a key member of our Sectors, Themes and Finance Solutions (STF) Department, you will play a critical role in driving the development of technical excellence and expansion of...
-
Investment Research Specialist
2 months ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAbout the RoleMFS Investment Management is seeking a highly skilled Equity Research Analyst to join our team. As a key member of our research team, you will be responsible for conducting in-depth research on specified industries or global regions to develop specific company and stock recommendations for our portfolios.Key ResponsibilitiesConduct independent...
-
Senior Risk Manager
2 weeks ago
Sydney, New South Wales, Australia Ardea Investment Management Full timeJob Title: Senior Risk ManagerArdea Investment Management is seeking a highly skilled Senior Risk Manager to join our team. As a key member of our Risk Function, you will play a critical role in ensuring the effective management of investment risk within our organization.Key Responsibilities:Timely identification and escalation of breaches identified by our...
-
Investment Research Specialist
2 weeks ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAt MFS Investment Management, we're committed to fostering a culture that supports our employees in doing what they do best. Our team works together to achieve better outcomes, prioritizing the strongest idea over individual interests. We value our community and demonstrate care and compassion for one another.As a key member of our research team, you'll...
-
Media Investment Specialist
4 weeks ago
Sydney, New South Wales, Australia Mediabrands Full timeJob Title: Media Investment SpecialistWe are seeking a highly skilled Media Investment Specialist to join our team at Mediabrands. As a Media Investment Specialist, you will be responsible for managing and optimizing media investments to achieve business objectives.Key Responsibilities:Develop and implement media investment strategies to drive business...
-
Investment Media Specialist
2 months ago
Sydney, New South Wales, Australia Mediabrands Full timeJob Title: Investment Media SpecialistWe are seeking a highly motivated and detail-oriented Investment Media Specialist to join our team at Mediabrands. As an Investment Media Specialist, you will play a key role in supporting the development of integrated investment strategies and building strong relationships with media partners.Key...
-
Marketing Manager
2 months ago
Sydney, New South Wales, Australia Perpetual Full timeAbout the RolePerpetual is seeking an experienced Marketing Manager to lead the development and delivery of all Managed Accounts and intermediary investment advice offer marketing requirements.Key ResponsibilitiesDevelop clear, results-oriented marketing strategies and activity schedules with buy-in from all key stakeholders.Grow qualified leads,...
-
Head of Investment
4 weeks ago
Sydney, New South Wales, Australia GroupM Full timeAbout the RoleThe Sydney Head of Investment is a senior leadership position responsible for leading a high-performing team in delivering exceptional investment strategies and implementation planning for clients. The successful candidate will have a proven track record of driving business growth, building strong relationships with clients and publishers, and...
-
Investment Operations Specialist
2 months ago
Sydney, New South Wales, Australia IOOF Holdings Limited Full time{"The Role": "We are seeking a highly skilled Investment Operations Specialist to join our team at Insignia Financial. In this dynamic role, you will play a vital part in supporting the MLC's Specialist Managers within MLC Asset Management. Your primary responsibilities will include providing operating support to Front office/Portfolio Managers, daily trade...
-
Impact Investment Specialist
1 week ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Impact Investment SpecialistJob Summary: We are seeking an experienced Impact Investment Specialist to join our team in Sydney. The successful candidate will work closely with our capital team, partners, and clients to support all stages of the project cycle.Key Responsibilities:Assist senior staff in origination, capital raising, monitoring &...
-
Impact Investment Specialist
1 week ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Impact Investment SpecialistJob Summary: We are seeking an experienced Impact Investment Specialist to join our team in Sydney. The successful candidate will work closely with our capital team, partners, and clients to support all stages of the project cycle.Key Responsibilities:Assist senior staff in origination, capital raising, monitoring, and...
-
Investment Media Specialist
2 months ago
Sydney, New South Wales, Australia Mediabrands Full timeJob Title: Investment Media SpecialistWe are seeking a highly motivated and detail-oriented Investment Media Specialist to join our team at Mediabrands. As an Investment Media Specialist, you will play a critical role in supporting the development of integrated investment strategies and campaigns.Key Responsibilities:Develop and maintain client schedules in...
-
Impact Investment Specialist
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeJob Title: Impact Investment SpecialistLocation: SydneyJob Type: PermanentOur client, a global impact investment and social development firm, is seeking an Impact Investment Specialist to join their Sydney team. The firm has a number of Australian and Asia-Pacific based projects and project prospects in development, making it an exciting time to be part of...
-
Senior Equity Research Specialist
4 weeks ago
Sydney, New South Wales, Australia MFS Investment Management Full timeAbout MFS Investment Management: At MFS, we cultivate a collaborative environment that empowers our employees to excel in their roles. Our team-oriented approach prioritizes collective insights over individual accolades, fostering a culture of support and compassion for both our colleagues and the communities we serve. We understand the significance of our...
-
Media Investment Specialist
2 weeks ago
Sydney, New South Wales, Australia Mediabrands Full timeMedia Investment SpecialistWe are seeking a Media Investment Specialist to join our team in Sydney. This is an entry-level role that sits in our 'Investment' team. The title will be called 'Media Investment Specialist.'We are the world's fastest-growing media agency built upon the strongest strategic capability of any agency in the market. Off the back of...
-
Global Business Growth Specialist
2 weeks ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeWe are seeking a seasoned Business Development Manager to lead growth initiatives within the Australian market for our client, a global specialist consultant.The successful candidate will play a pivotal role in identifying new business opportunities, conducting market research, and prospecting potential clients across both institutional and wealth client...
-
Investment Specialist
4 weeks ago
Sydney, New South Wales, Australia Australian Ethical Full timeAbout UsAustralian Ethical is a pioneering super fund and ethical investment manager, committed to investing for a better world. With over $12 billion in funds under management, we offer a range of award-winning managed funds and superannuation products.Our purpose is to generate solid financial returns while making a positive impact on people, planet, and...