Strategic Marketing Lead for Investment Solutions

2 days ago


Sydney, New South Wales, Australia Perpetual Full time
Unlock Career Growth with Perpetual Private

We are seeking an experienced Strategic Marketing Lead to drive our Managed Accounts and investment advice offer marketing efforts.

About the Role

In this key position, you will lead the development and delivery of innovative marketing strategies to grow qualified leads, opportunities, clients, FUM, and revenue for our Managed Accounts and intermediary investment advice offer.

You will work closely with our teams to increase sales conversion rates, deliver engaging marketing programs, and support the creation of investment commentary and content for RFPs documents and tender presentations.

This role is ideal for a results-driven individual with excellent planning skills, attention to detail, and strong written/oral communication and interpersonal relationship skills.

Your Qualifications
  • 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)
  • Desirable: existing knowledge of Australian Managed Accounts key market participants and structure, as well as experience in pitch and tender development
What We Offer

As a Strategic Marketing Lead at Perpetual Private, you can expect:

  • An estimated salary range of $120,000 - $150,000 per annum, depending on experience
  • The opportunity 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 supporting professional development
  • The chance to lend your expertise and support Indigenous organisations through a six-week secondment with Jawun
Why Choose Perpetual?

At Perpetual, we value diversity and inclusion, and we're committed to creating an inclusive workplace where everyone can thrive. Our goal is to provide a work environment that enables you to reach your full potential.



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