FIA Associate Relationship Manager - Sales

Fisher Investments; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

Annual leave 20 days + 10 holidays

Fertility/family-forming benefit

Hybrid work option (possible)

Job summary

Fisher Investments Australia is seeking an FIA Associate Relationship Manager - Sales to cover institutional prospective clients in the assigned territory. You will actively follow up leads, build relationships with plan decision makers and consultants, meet face to face, and close business with institutional prospects.

This role involves travel and presents opportunities to work with Investment Management clients and internal teams to win business.

Qualifications

• University degree or equivalent combination of education and experience required.
• Required to travel 30% or more of the time.
• At least 5 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred.
• Competitive and self-motivated—ability to set, monitor, and accomplish goals.
• Resourceful and organized—ability to multi-task and address complex challenges.
• Solid investment knowledge; previous institutional investment experience preferred.
• Ability to apply mathematical and financial concepts.

Responsibilities

• Interfaces with external partners and institutional team members to coordinate with Sales Relationship Managers.
• Travels to meet with prospective clients in person.
• Ensures information about prospect personnel and decision-making is recorded in systems.
• Performs cold calls to establish contacts and arrange prospect meetings.
• Conducts formal presentations to convey investment philosophy and strategies to prospects.
• Prepares materials and participates in presentations to win business.
• Explains FIA policies to clients and prospects.

Skills

Travel readiness

Institutional sales experience

Investment knowledge

Goal oriented

Organization & multi-tasking

Analytical reading

Education

University degree or equivalent

Job description

FIA Associate Relationship Manager - Sales

The Fisher Investments Australasia Pty Ltd (FIA") Associate Relationship Manager - Sales is a professional level employee responsible, alongside the firm's Sales Relationship Manager, for coverage of institutional prospective clients up to a specific size within a specific territory (e.g. consultants and institutional investors, including but not limited to, corporate and public pension plans, endowments, foundations, hospital organizations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans).

This person will actively follow up the designated new leads, build relationships with plan decision makers and/or consultants, meet face to face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment
consultants.

The Day-to-Day:

• Interfaces with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within assigned territory
• Travels to meet with prospective clients in person
• Ensure accurate, regularly updated information regarding prospect personnel, decision making processes, and search activity is recorded in the firm's proprietary systems
• Cold calls to establish contacts and arrange prospect meetings
• Conducts formal presentations to articulately convey the firm's investment philosophy and
  strategies to prospects and, as appropriate, their investment consultants
• Prepares materials, strategize with senior management and FIA Sales Relationship Managers, and participate in execution of presentations to win business
• Explains relevant FIA policies to clients and prospective clients
• Maintains and updates databases clearly and accurately on communication activity with clients, prospects and consultants
• Operates and represents FIA with the highest level of integrity and work ethic

The Opportunity:

The Fisher Investments Australasia Pty Ltd (FIA") Associate Relationship Manager - Sales is a professional level employee responsible, alongside the firm's Sales Relationship Manager, for coverage of institutional prospective clients up to a specific size within a specific territory (e.g. consultants and institutional investors, including but not limited to, corporate and public pension plans, endowments, foundations, hospital organizations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans).

This person will actively follow up the designated new leads, build relationships with plan decision makers and/or consultants, meet face to face, and present to Institutional prospective clients to close business. At the discretion of Management, the Associate Relationship Manager may also be responsible for coverage of clients and investment
consultants.

Your Qualifications:

• University degree or equivalent combination of education and experience required
• Required to travel 30% or more of the time
• At least 5 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred
• Competitive and self-motivated-ability to set, monitor, and accomplish goals
• Resourceful and organized-ability to work smart; multi-task and address complex challenges managing a broad opportunity set
• Solid investment knowledge; previous Institutional investment experience preferred
• Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
• Ability to read, analyze, and interpret general business periodicals, professional journals

Why Fisher Investments Australia:

The next stage of our growth will be driven by the expansion of our Private Client Group into Australia. You will be at the frontier of this expansion. You will join our Global workforce and an inclusive culture where diverse perspectives are valued. You will be trained, developed, offered exceptional benefits and given an opportunity to build a lifelong career.

Benefits:

• 100% paid premiums for our top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
• Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
• 20 days of annual leave, in addition to 10 paid holidays
• Employee Assistance Program and other emotional wellbeing services
• $10,000* fertility, hormonal health and family-forming benefit
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
• * Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS AUSTRALIA IS AN EQUAL OPPORTUNITY EMPLOYER

Fisher Investments Australia® is a trademark of Fisher Investments Australasia Pty Ltd (ABN 86 159 670 667, AFSL 433312).