Investment Associate (Business Development)

Wilson Asset Management; Sydney; Sur place; AUD 90 000 - 120 000; Plein temps

Résumé du poste

Wilson Asset Management is seeking an Investment Associate to support the growth of our intermediary business across Australia. You will help build and strengthen relationships with financial advisers and brokers, working closely with Investment Specialists on capital raising, adviser engagement, and high‑quality investment communications.

You will gain exposure to investment markets and the commercial side of a leading funds management firm, developing CRM and content for presentations and

Qualifications

• Experience in funds management distribution or sales support.
• Understanding of investment markets and financial advice or broker channels.
• Strong relationship-building and stakeholder engagement skills.
• Confidence engaging with advisers and brokers by phone and in person.
• Experience using CRM systems to manage relationships, pipeline activity and reporting.
• Strong written and verbal communication skills, including preparation of presentations and client-facing materials.
• Excellent organisation, attention to detail and delivering high-quality outcomes.

Responsabilités

• Support Investment Specialists in building and maintaining relationships with financial advisers, brokers and other intermediary partners.
• Assist with lead generation activities, meeting preparation and adviser engagement initiatives.
• Conduct outbound calls to prospective advisers and brokers to introduce Wilson Asset Management and arrange meetings.
• Respond to adviser and broker enquiries and assist with preparing presentations and supporting materials.
• Contribute to growth and capital raising campaigns across intermediary channels.
• Partner with the Corporate Affairs team to develop adviser-focused content including presentations, EDMs, fact sheets and key messages.
• Help optimise and maintain the CRM platform, supporting data integrity, reporting and future growth initiatives.

Connaissances

Relationship-building

Communication

Stakeholder engagement

Adviser engagement

CRM experience

Outils

CRM systems

Description du poste

Wilson Asset Management has been making a difference for shareholders and the community for more than 28 years. We manage approximately $6.0 billion on behalf of more than 130,000 retail and wholesale investors across a range of listed and unlisted investment vehicles. We are also proud supporters of the Future Generation companies and have a longstanding commitment to philanthropy and social impact.

The Opportunity

As an Investment Associate, you will support the growth of our intermediary business by helping build and strengthen relationships with financial advisers and brokers across Australia. Working closely with our Investment Specialists, you will contribute to business development initiatives, CRM strategy, adviser engagement, capital raising activities and the delivery of high-quality investment communications.

This role offers a unique opportunity to develop your career in distribution as part of a growing team and business. You will gain exposure to investment markets, adviser and broker relationships and the commercial side of a leading funds management business.

Key Responsibilities

• Support Investment Specialists in building and maintaining relationships with financial advisers, brokers and other intermediary partners.
• Assist with lead generation activities, meeting preparation and adviser engagement initiatives.
• Conduct outbound calls to prospective advisers and brokers to introduce Wilson Asset Management and arrange meetings.
• Respond to adviser and broker enquiries and assist with preparing presentations and supporting materials.
• Contribute to growth and capital raising campaigns across intermediary channels.
• Partner with the Corporate Affairs team to develop adviser-focused content including presentations, EDMs, fact sheets and key messages.
• Help optimise and maintain the CRM platform, supporting data integrity, reporting and future growth initiatives.

About You

You are a confident communicator with a genuine passion for investing, relationship building and business development. You thrive in a fast-paced environment and enjoy working with financial advisers, brokers and investment professionals.

To be successful in this role, you will have:

• Experience working within the funds management industry in a similar distribution, business development, adviser support or sales support role.
• An understanding of investment markets and financial advice or broker channels.
• Strong relationship-building and stakeholder engagement skills.
• Confidence engaging with advisers and brokers by phone, and in person.
• Experience using CRM systems to manage relationships, pipeline activity and reporting.
• Strong written and verbal communication skills, including the preparation of presentations and client-facing materials.
• Excellent organisation skills, attention to detail and a commitment to delivering high-quality outcomes.

Why Join Wilson Asset Management?

• Be part of one of Australia's most respected and successful investment management firms.
• Work directly with experienced investment and business development professionals.
• Build meaningful relationships across the adviser and broker community.
• Join a values-driven organisation committed to shareholders, community impact and philanthropy.

Our Values

At Wilson Asset Management our values are

• Be Curious
• Have a Team Mindset
• Be Passionate About Making a Difference