Marketing Manager Investments, Perpetual Wealth Management

7 days ago

Sydney, Australia Perpetual Full time

Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications.

As a Marketing Manager you will have the opportunity to assist with Business Development, delivering marketing campaigns and engaging with industry specialists.

The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With 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.


Sounds interesting? Here are some specifics about the opportunity:

Develop clear, results orientated marketing strategies and activity schedule with buy-in from all 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 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


To be considered for this opportunity, your qualifications, skills and experience could include:

Tertiary qualifications in marketing and / or communications Min 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  Behaviours 

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

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

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 support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

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

  • Marketing Manager Investments, Perpetual Wealth

    3 weeks ago

    Sydney, Australia Perpetual Limited Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. - As a Marketing Manager you...

  • Marketing Manager Investments, Perpetual Wealth Management

    2 weeks ago

    Sydney, Australia Perpetual Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications.As a Marketing Manager you will...

  • Marketing Manager Investments, Perpetual Wealth

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. As a Marketing Manager you will...

  • Compliance Manager, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Compliance Manager, Perpetual Wealth Management page is loaded Compliance Manager, Perpetual Wealth Management Apply locations Sydney time type Full time posted on Posted 3 Days Ago job requisition id R6869 The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and...

  • Marketing Manager Investments, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Marketing Manager Investments, Perpetual Wealth Management Perpetual Sydney, Australia Marketing Manager Investments, Perpetual Wealth Management Perpetual Sydney, Australia Posted 3 days ago Permanent Competitive Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all...

  • Marketing Manager Investments, Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. As a Marketing Manager you...

  • Senior Financial Adviser, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks' leave Work where we work best - Hybrid office/work-from-home environment The wealth management business consists of Perpetual Private and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses,...

  • Compliance Manager, Perpetual Wealth Management

    1 week ago

    Sydney, Australia Perpetual Full time

    The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general...

  • Compliance Manager, Perpetual Wealth Management

    3 weeks ago

    Sydney, Australia Perpetual Limited Full time

    The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment,...

  • Compliance Manager, Perpetual Wealth Management

    3 weeks ago

    Sydney, Australia Perpetual Full time

    The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general...

  • Marketing Manager, Perpetual Private Investments

    4 weeks ago

    Sydney, Australia Perpetual Limited Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications. As a Marketing Manager you...

  • Marketing Manager, Perpetual Private Investments

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications.As a Marketing Manager you will...

  • Compliance Manager, Perpetual Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment,...

  • Personal Assistant, Perpetual Wealth Management

    1 week ago

    Sydney, Australia Perpetual Full time

    At Perpetual you will be part of creating enduring prosperity Based in Sydney CBD | Hybrid working arrangement. Be challenged and supported to grow. The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth...

  • Personal Assistant, Perpetual Wealth Management

    3 weeks ago

    Sydney, Australia Perpetual Full time

    At Perpetual you will be part of creating enduring prosperity Based in Sydney CBD | Hybrid working arrangement. Be challenged and supported to grow.The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice...

  • Senior Financial Adviser, Wealth Management

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Full time

    More time off for the things that matter - Up to 6 weeks' leave Work where we work best - Hybrid office/work-from-home environment The wealth management business consists of Perpetual Private and three other distinct specialist businesses offering a unique mix of wealth management, advice and trustee services to individuals, families, businesses,...

  • Key Account Manager, Private Wealth

    3 weeks ago

    Sydney, Australia Perpetual Limited Full time

    The role of Key Account Manager, Private Wealth is focused on the development and execution of strategies to engage with the Private Wealth channel to develop new business opportunities and retain existing relationships within our business. Sounds interesting? Here are some specifics about the opportunity: - Responsible for a portion of net flows in the...

  • Graduate - Perpetual Private

    1 week ago

    Sydney, Australia Perpetual Full time

    Are you a motivated and energised graduate with a passion for embracing a fulfilling Private Wealth career with one of Australia’s most iconic and growing Financial Services firms? Enjoy a broad range of benefits including 4 weeks annual leave plus 2 weeks Wellbeing and Community Leave (yes, that’s 6 weeks leave!). Make an impact with a firm that...

  • Personal Assistant, Perpetual Wealth Management

    3 weeks ago

    Sydney, Australia Perpetual Limited Full time

    At Perpetual you will be part of creating enduring prosperity- Based in Sydney CBD | Hybrid working arrangement.- Be challenged and supported to grow. - The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management,...

  • Senior Manager/Manager Data Analytics – Perpetual Wealth Management

    7 days ago

    Sydney, Australia Perpetual Full time

    Work where we work best - Hybrid office/work-from-home environment Great exposure to very tricky and tangled separation of finance systems This is a Max term contract role until the 28th of February 2025 The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial...