The B2B Marketing Coordinator supports marketing, sales, and events to boost Australian Ethical's brand and achieve growth targets.
About Us
Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $13 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.
Our purpose is to invest for a better world, and we have been pioneers in this space for over 35 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.
About the role:
The B2B Marketing Coordinator will support marketing, events, and sales initiatives to strengthen Australian Ethical’s brand, communications, and relationships across research, platform, financial planning, and values-aligned segments.
This role plays a key part in achieving AEI’s long-term growth targets through the timely and professional execution of B2B marketing activities.
Reporting to the B2B Marketing Manager and working closely with the Client Relationships team, the Coordinator will implement communications, events, sponsorships, and sales enablement programs that support AE’s broader B2B growth strategy.
Key responsibilities include:
Event & sponsorship management
- Coordinate and manage the delivery of paid partnerships, sponsorships and events
- Maintain events and content calendars, manage logistics, and ensure all external deliverables are met
Campaign execution & communications
- Execute campaign deployment and scheduling across Salesforce and email platforms
- Support the B2B Marketing Manager with channel marketing activities including creative briefs, data requests, approvals, adviser communications, and social media management
Content & channel management
- Maintain and update marketing content assets across digital channels
- Review and manage presentation materials, collateral, communications, and merchandise to support high-quality event delivery
Sales enablement
- Provide support for sales enablement materials such as presentation packs, email templates and collateral
- Collaborate with sales teams to ensure alignment and readiness for campaigns
Systems & reporting
- Support Salesforce campaign management, lead tagging and data hygiene
- Track implementation progress and provide reporting on marketing activity
We are looking for someone with:
- 2+ years of Financial services experience in marketing, communications or event coordination
- A sound understanding of the financial services industry (eg. investments, superannuation, financial advice)
- Strong time management, organisational and problem-solving skills
- Strong interpersonal skills and ability to foster relationships across sales and marketing teams
- Excellent verbal and written communication skills, with proficiency in PowerPoint and CRM platforms such as Braze, Monday.com, Salesforce or similar
- Social media knowledge, particularly LinkedIn, for promoting thought leadership and investment excellence.
- A high level of attention to detail and commitment to quality
- Alignment with AE’s core values: Authenticity, Action, Empathy, Curiosity, Connection
Why Australian Ethical?
- We offer a competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
- Hybrid work arrangements
- Wellbeing program that includes an extra 5 days of leave above statutory requirement
- Purpose aligned volunteer days
- 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period
Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note
Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
Top Skills
Crm Platforms
PowerPoint
Salesforce
Australian Ethical Investment Sydney, New South Wales, AUS Office
Level 8, 130 Pitt Street, , ,, Sydney, NSW , Australia, 2000
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