Investment Associate (Business Development)

Wilson Asset Management; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

Wilson Asset Management in Sydney is seeking an Investment Associate (Business Development) to help grow our intermediary channel. You will build and strengthen relationships with financial advisers and brokers across Australia, in collaboration with our Investment Specialists, delivering high-quality investment communications.

You will contribute to lead generation, adviser engagement, capital raising campaigns and CRM activities, while developing expertise in investment markets and the

Qualifications

• Experience in funds management distribution or similar sales support.
• Understanding of investment markets and broker channels.
• Strong relationship-building and stakeholder engagement skills.

Responsibilities

• Support Investment Specialists in building relationships with advisers and brokers.
• Assist with lead generation, meeting prep and adviser engagement.
• Conduct outbound calls to prospective advisers and brokers to arrange meetings.
• Respond to adviser and broker enquiries and assist with presentations and materials.
• Contribute to growth and capital-raising campaigns across intermediary channels.
• Collaborate with Corporate Affairs on adviser-focused content.
• Maintain CRM data, reporting and growth initiatives.

Skills

Relationship building

CRM systems experience

Communication skills

Investment knowledge

Phone & in-person engagement

Lead generation

Tools

CRM software

Job description

Investment Associate (Business Development)

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.

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


• Be a WAMbassador


• Have a Team Mindset


• Be Passionate About Making a Difference