Key Account Manager

Perpetual Limited; Melbourne; Hybrid; AUD 105,000 - 115,000; Full time

Benefits offered by this job

Work from anywhere in Australia for up to one month each year

Annual wellbeing allowance

Study support for professional development

Job summary

Join a global asset management leader as a Key Account Manager in Melbourne or Sydney. This pivotal mid-senior role involves developing strategies to engage key advisers, driving business development, and utilizing your investment knowledge to enhance relationships across the funds management industry. Enjoy a hybrid work model, generous leave, and a commitment to professional growth in a dynamic, inclusive environment.

Qualifications

• Minimum 3 years of business development experience.
• Solid understanding of the funds management industry.
• Strong technical investment knowledge across multiple asset classes.

Responsibilities

• Develop and execute strategies to engage key advisers and dealer groups.
• Source leads and maintain a robust pipeline to meet net flow goals.
• Manage end-to-end relationships with top small to medium-sized AFSLs.

Skills

Stakeholder management

Sales

Business development

Technical investment knowledge

Education

Relevant tertiary or industry qualifications

Job description

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Join to apply for the Key Account Manager role at Perpetual Limited

• Work where we work best - Hybrid office/work-from-home environment
  
• Be part of a high performing, fun and dynamic team
  
• Role can be based in Sydney or Melbourne
  
• More time off for the things that matter - Up to 6 weeks' leave

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 market. This role can be based in Sydney or Melbourne.

Key responsibilities:

• Responsible for a portion of the net flow in the NSW or VIC 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.
  
• 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)
  
• 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.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and Sales

• Industries

  Capital Markets, Financial Services, and Funds and Trusts

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