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Marketing Manager

2 months ago


Sydney, New South Wales, Australia Perpetual Full time
About the Role

We are seeking an experienced Marketing Manager to join our team at Perpetual Private. As a key member of our marketing team, you will be responsible for developing and delivering marketing strategies and campaigns to support our Managed Accounts and intermediary investment advice offer.

Key Responsibilities
  • Develop clear and results-oriented marketing strategies and activity schedules with buy-in from key stakeholders
  • Grow qualified leads, opportunities, clients, FUM, and revenue for PP's Managed Accounts and intermediary investment advice offer
  • Deliver innovative marketing programs, including end-to-end campaign management, and work closely with other teams to increase sales conversion rates
  • Support the delivery of investment commentary and content for Request for Proposals (RFPs) documents and tender presentations for potential clients
  • Develop and drive comprehensive strategies to attract, nurture, acquire, and retain clients who stand to benefit from PP's Managed Accounts and investment advice offer
  • Liaise with key internal stakeholders to ensure successful execution of specific team/industry specialisation campaigns
Requirements
  • Tertiary qualifications in marketing and/or communications
  • Minimum 5 years' experience in a similar hands-on/specialist role within a financial services environment (e.g., financial advice, investments, or specifically working with Managed Accounts)
  • Preferable to have existing knowledge of Australian Managed Accounts key market participants and structure and experience in pitch and tender development
  • Results-driven, high-performing individual with excellent planning skills and attention to detail
  • Strong written/oral communication and interpersonal relationship skills
  • Creative and innovative thinker
  • Strong project and stakeholder management skills
About Us

Perpetual Private is a leading wealth management business with a unique mix of wealth management, advice, and trustee services. We offer a diverse range of capabilities, including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning, and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, external financial advice firms, and Indigenous communities throughout Australia.

Employee Benefits
  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support, and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun
Diversity and Inclusion

We are committed to creating an inclusive workplace where diversity is celebrated. We welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.