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Key Account Manager Nsw
2 weeks ago
Work where we work best - Hybrid office/work-from-home environment- Be part of a high performing, fun and dynamic team- More time off for the things that matter - Up to 6 weeks’ leave
A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.
About the role
As the Key Account Manager, you will be accountable for developing and executing strategies to engage with key Advisers, Dealer Groups and Researchers to support growth in the NSW market.
Key responsibilities:
- Responsible for a portion of the net flow in the NSW market- Source leads and new business, maintaining a robust pipeline of opportunities to meet our net flow goals.- Map adviser practices to the growing asset consultant gatekeeper channel, ensuring top-down and bottom-up connectivity.- Grow Perpetual’s net flow/revenue across our priority funds.- Generate leads and insights from centres of influence, including platforms and asset consultants.- Identify high-quality leads for asset consultants and explore opportunities for Perpetual investment solutions.- Manage end-to-end relationships and business development with top small to medium-sized AFSLs in the NSW market.- Assist in building support for fund ratings, platform additions, APL additions, and model additions.
About you- Relevant tertiary or industry qualifications (FINSIA, DFP)- Minimum 3 years of business development experience- Solid understanding of the funds management industry, including investment management- Strong technical investment/market knowledge across multiple asset classes- Sales/account management experience and understanding of the role of the financial planner- Ability to drive technical investment interactions to enhance sales opportunities- Passion for building businesses - both for Advisors and Perpetual- Strong stakeholder management skills and ability to influence.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.
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.
Diversity and inclusion- WGEA Employer of Choice for gender equality since 2018.- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.- A growing number of employee-led networks who work to raise awareness and drive continued change. We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
