Senior Relationship Manager

Rest1; Sydney; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Personal and professional development

Hybrid working

Purchase leave scheme and gender‑neut

16 weeks paid parental leave

Rest Excellence awards

LinkedIn Learning

Income Protection Insurance

Rest Stops - meeting free breaks

Job summary

Rest, one of Australia’s largest profit-to-member superannuation funds, is seeking a Relationship Manager to retain and grow a portfolio of our largest employer clients. You will deliver tailored account management, drive engagement, and provide strategic insights to support member outcomes.

You will work in a hybrid model from Sydney, collaborating with internal teams and industry partners to maintain Rest’s market leadership and deliver exceptional client service.

Qualifications

• Experience managing B2B relationships in Australian superannuation.
• Strong presentation and reporting skills.
• Able to develop tailored client solutions.
• Ability to influence senior stakeholders.

Responsibilities

• Own and lead retention and growth for a portfolio of Rest's largest existing employer clients.
• Act as a representative for Rest in industry and association partner forums to promote the brand.
• Collaborate with Rest teams to deliver market-leading service and resolve issues promptly.
• Identify and pursue growth opportunities by engaging senior employer contacts and decision makers.
• Strengthen engagement with key employer contacts through regular meetings and governance of employer Committees.
• Identify new opportunities within existing employers to drive growth.
• Develop annual engagement plans aligned with Rest's objectives.
• Produce tailored client reports with insights on activity, usage, and engagement for Rest's leadership.
• Identify opportunities to enhance products and services for employers and staff.
• Deliver workplace education and engagement programs to improve product utilisation and outcomes.
• Mentor and coach Workplace Super team members in client management excellence.

Skills

Account management

Stakeholder engagement

Relationship building

Client reporting

Education

Diploma in Financial Planning

RG 146 compliance

Job description

Established in 1988, Rest is one of Australia's largest profit-to-member superannuation funds. We support more than two million members, with around $100 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they're more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

As a Relationship Manager at Rest, your key responsibility is to retain and grow a portfolio of Rest's largest existing clients by providing employers and members exceptional account and relationship management services. By understanding their specific needs and goals, you will offer personalised support and tailored solutions, building strong and enduring relationships.

• Own and lead the retention and growth efforts for a portfolio of Rest's largest existing employer clients.
• Act as a representative for Rest in industry and association partner forums to effectively promote and maintain our strong market position and brand awareness among our clients
• Collaborate with Rest teams and partners to deliver market-leading customer service and resolve issues promptly.
• Identify and pursue growth opportunities by developing and maintaining relationships with senior and executive employer contacts, influencers, and key decision makers.
• Strengthen engagement with key employer contacts through regular meetings, including the ongoing governance of the employer Management Committees.
• Identify new opportunities within existing employers/parent companies, such as sub-plans or brands within a group, to drive growth.
• Develop and proactively deliver annual engagement and activity plans with employers aligned with Rest's strategic objectives.
• Produce and deliver tailored client reports that provide insights into employer/employee activities, product usage, and engagement with Rest, facilitating a deeper understanding of client needs. This may include presenting to the Rest Executive Leadership Team.
• Identify opportunities to implement or enhance existing products and services for employers and their staff, in line with Rest's culture and industry best practices.
• Deliver workplace education and engagement programs to members that lead to improved product utilisation and retirement outcomes.
• Work closely with internal Rest teams, including the Workplace Super leadership and Member Teams, to ensure coordinated service delivery aligned with Rest's core values.
• Act as a mentor and coach to other Workplace Super team members, providing guidance and support in delivering exceptional account management services

RG 146 compliance

• A Diploma in Financial Planning or relevant Tertiary qualifications is highly valued.
• Proven track record of successfully managing and nurturing business-to-business relationships with the Australian Superannuation industry
• Demonstrated ability to develop and maintain long-term client partnerships, ensuring their satisfaction and fostering mutual growth.
• Proven ability to effectively manage strategic accounts, driving growth and delivering exceptional client service and work under pressure
• Proven ability to engage and influence senior stakeholders, including executives, board members, and industry leaders.
• Experience in collaboration, negotiation, and relationship building with key stakeholders.
• In-depth knowledge of superannuation practices, including contribution rules, fund structures, investment options, and retirement benefit calculations.
• Up-to-date understanding of relevant legislation and regulations governing superannuation, such as compliance requirements and disclosure obligations.
• Skillful in preparing and delivering presentations, training materials, and reports that effectively communicate key messages and insights.
• Results-oriented with the expertise to identify opportunities that translate into improved outcomes for Rest and its members.
• Ability to leverage data and business intelligence resources to uncover insights, inform decision making, and support continuous improvement efforts.

• Personal and professional development opportunities
• Hybrid working
• Purchase leave scheme and gender neutral 16 weeks paid parental leave
• Super Contribution Continuation for 12 Months of parental leave
• Linkedin Learning
• Income Protection Insurance
• Rest Excellence awards (peer recognition awards based on Rest's values and behaviours)
• Rest Stops - meeting free breaks

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture,

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where peop