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Role Purpose
The purpose of the role is to manage Entireti's Education Partner Programs, which involves the identification and engagement of Education Partners and the delivery and implementation of an Education Program that meets the advice networks, including Fortnum, PFS, and Akumin's needs.
We are open to applicants based in Sydney and Melbourne.
Role and Responsibilities
Design the annual strategic partnership program for our licensees with various education partners
Manage strategic partner relationships and support the key partner program
Coordinate annual planning meetings and other regular management meetings with strategic partners throughout the year
Manage strategic partner invoicing, agreements, and overall revenue for the program
Relationship management and delivery of partnership program (facilitate education and event engagement, etc.)
Design learning event agendas in line with adviser Learning and Development key outcomes
Coordinate learning event content reviews with internal stakeholders and manage relevant changes
Attend adviser learning events to assist with hosting strategic partners
Skills and Experience
This role would be suited to someone looking for a change from funds management or insurance, with experience managing key stakeholder relationships and designing and implementing programs to improve outcomes.
It may also suit someone who has worked in Licensees or has been a financial planner and is looking for a career change.
Other ideal experience includes :
Thorough understanding of the Financial Services industry and end-to-end value chain
Strong working knowledge of advice processes, investment managers, platform providers, and risk providers and their priorities
Working knowledge of licensees, internal and external stakeholder management
Ability to develop and manage relationships, along with being hands-on with design and implementation
Experience in advice partnership or sponsorship programs (preferred)
Experience in project management, delivering priorities within time, budget, and resource constraints
Proven account management experience (developing long-term account partnerships with external stakeholders)
Proven experience managing business priorities with internal stakeholders, including senior executives
Strong analytical capability
Degree in a business-related discipline (preferred)
About Entireti
Entireti is the leading business service partner for financial advice practices in Australia.
Our team is dedicated to helping each other and our adviser network thrive.
We foster a supportive, innovative culture where everyone has tools and opportunities to grow, collaborate, and help Australians reach their potential.
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Your application will include the following questions :
How many years' experience do you have as a Strategic Partnerships Manager?
Which of the following statements best describes your right to work in Australia?
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