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Work where we work best - Hybrid office/work-from-home environment
Be part of a high performing, fun and dynamic team
More time off for the things that matter - Up to 6 weeks’ leave
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Perpetual Asset Management is a global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.
About the role
As the Key Account Manager, you will be accountable for developing and executing strategies to engage with key Advisers, Dealer Groups and Researchers to support growth in the NSW market.
Key responsibilities:
Responsible for a portion of the net flow in the NSW market
Source leads and new business, maintaining a robust pipeline of opportunities to meet our net flow goals.
Map adviser practices to the growing asset consultant gatekeeper channel, ensuring top-down and bottom-up connectivity.
Grow Perpetual’s net flow/revenue across our priority funds.
Raise money in a NSW regional area assigned to you
Drive leads and insights from centres of influence including platform, asset consultants and other market participants.
Generate leads and insights from centres of influence, including platforms and asset consultants.
Identify high-quality leads for asset consultants and explore opportunities for Perpetual investment solutions.
Manage end-to-end relationships and business development with top small to medium-sized AFSLs in the NSW market.
Assist in building support for fund ratings, platform additions, APL additions, and model additions.
About you
Relevant tertiary or industry qualifications (FINSIA, DFP)
RG146 desirable
CIMA or equivalent strongly preferred
Minimum 3 years of business development experience
Solid understanding of the funds management industry, including investment management
Strong technical investment/market knowledge across multiple asset classes
Sales/account management experience and understanding of the role of the financial planner
Ability to drive technical investment interactions to enhance sales opportunities
Passion for building businesses – both for Advisors and Perpetual
Strong stakeholder management skills and ability to influence.
Ability to drive technical investment interaction to enhance sales opportunities
Desire to help build businesses – both for Advisors and Perpetual
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
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
Study support and commitment to supporting professional development
Diversity and inclusion
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 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
