Teams at Australian Ethical Investment

Support wholesale distribution through client servicing, sales coordination, RFP/DDQ management, CRM and pipeline upkeep, prepare client-ready presentations, and improve processes to deliver consistent wholesale client experiences.

Lead and scale the employer channel by building and retaining strategic employer partnerships, driving acquisition, developing a scalable service model, using data to inform segmentation and performance, creating employer/employee communications and education, and partnering cross-functionally to deliver growth and retention outcomes.