Senior Portfolio Manager

1 week ago


Brisbane, Queensland, Australia Australian Retirement Trust Full time
About the Role

We are seeking a Senior Portfolio Manager to join our Government and Regions team in Brisbane and the Sunshine Coast.

As the Regional Business Development Lead, you will be responsible for building and nurturing relationships within a portfolio of corporate clients and their employees. You will also engage with the broader business and non-business community in your region.

Your primary objective is to generate new sales of employer super plans by creating and managing a pipeline of potential clients in your area. You will handle member consent transfers for new business sales, ensuring retention and boosting member engagement within your portfolio.

About You

To succeed in this role, you will need to be an exceptional communicator with top-notch interpersonal skills. You should be able to pick up problems and come up with quick, creative solutions.

  • You have experience developing and maintaining strong relationships with prospects, managing a pipeline within targeted markets, and steering a sales process.
  • You can craft professional reports and presentations that showcase Australian Retirement Trust's offerings in a way that's both professional and compliant.
  • You have high standards for written and verbal communication.
  • You have proven experience managing relationships in superannuation, insurance, investments, or other B2B sales.
About Us

Australian Retirement Trust has 2.3 million members who trust us to take care of almost $300 billion in retirement savings. We help them take charge of their finances and face the future with confidence.

We value diverse thinking, cultures, perspectives, backgrounds, and abilities. If you're a current Australian Retirement Trust employee, temp, or contractor, we encourage you to apply for this exciting opportunity.

The estimated annual salary for this role is around AU$120,000 - AU$150,000 depending on experience.



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