Key Account Associate

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. 

For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

Help people create their tomorrow, while you create yours

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years. 

If we do our job well, we genuinely add to the prosperity of our country and its people. 

The Key Account Associate role is expected to make an impact by distributing AMP’s wealth management products through the Australian market. This role is responsible for supporting the Key Account Managers to build deep and profitable head office (HO) relationships with large licensees and ensure all Education Partnership entitlements are maximised by developing a deep understanding of their value drivers and growth strategy and in turn work with the broader Wealth Distribution team to deliver cash flows and account growth targets This role will also work closely with asset consultant partners.

How you’ll make an impact

In this role, you will: 

• Support the Head of Strategic Growth and Key Account Managers in the execution of the team and Key Account strategy
• Work with the Key Account Managers and Marketing to ensure delivery of all partnership entitlements for Key Account partners including newsletter content, webinars and events 
• In consultation with the Key Account Managers ensure that we are maximising our entitlements with education partners and providing appropriate content for newsletters
• Monitor execution of any post-event activity to ensure appropriate execution of follow up
• Ensure the activity plans for the Key Accounts are maintained and kept up to date 
• Act as a point of liaison between internal teams and Key Accounts
• Act as a point of contact for administrative requests for Key Account partners
• Coordinate the development of responses to tender requests when required from potential new clients
• Ensuring that advisers within Key Accounts are appropriately allocated to a BDM or NBM resource, to support the execution of account plans and sales campaigns
• Co-ordinate the delivery of SMA solutions to asset consultants and ensure delivery of agreed timeframes between internal teams and asset consultants
• Escalate any Key Account issues and/or complaints 
• Assist in the project management of key account-led sales campaigns across Wealth Distribution
• Actively contribute to high NPS 

What you will bring to the team

Ideally, you will bring the following experiences to this role: 

• Previous 5+ years’ experience in a relevant professional role and working in the financial service industry ideally in a wealth distribution or licensee services environment 
• Experience in providing technical experience within own area/team
• Deep knowledge of own area of expertise and good understanding and experience of wealth management and processes of financial planning
• Good understanding of the regulatory and compliance regime for financial services
• Tier 1 Training Compliance RG146 – Generic Knowledge & Managed Investments – General Advice is required
• Appropriate tertiary qualifications or preparedness to undergo studies in business or a technical discipline or a financial planning diploma is desirable

You’ll thrive here if…

If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be closer to the action and executive decisions that influence where we go next.

If you’re someone that can hold their own, you’ll find AMP quite liberating. 

Why we think you’ll love working at AMP

Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on – better for it.

We know there’s no one way of doing things. So, you won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive and flexible in many of the ways you’d expect. And in some of the ways you wouldn’t. As long as your health and wellbeing come first - at home and at work. 

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you’ll find moments to connect, feel valued and do meaningful work. 

Whether it’s through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have. 

We believe in the power of inclusion and diversity

We’re dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers. 

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process. 

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.

Ready to create your tomorrow?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.

Looking forward to meeting you.