Wholesale National Accounts & Platforms Lead

Profusion; Melbourne; Sur place; AUD 110 000 - 170 000; Plein temps

Résumé du poste

Profusion, a leading investment solutions business, seeks a National Account Manager to strengthen wholesale relationships with research houses, platforms and licensees. The role focuses on research engagement and national accounts across Melbourne and Sydney with a targeted adviser panel.

Reporting to the Head of Wholesale, you will influence investment ratings, platform positioning and distribution outcomes while developing a broader licensee strategy and expanding coverage in Melbourne and

Qualifications

• Demonstrated experience in wholesale funds management distribution and national account management.
• Established relationships across research houses, platforms and dealer groups.
• Strong understanding of the Australian investment management landscape.

Responsabilités

• Manage and develop relationships with research houses, platforms and licensees.
• Coordinate research review processes and support product positioning.
• Drive strategic distribution with financial advisers across IFA, private wealth and HNW.

Connaissances

Wholesale funds distribution

National account management

Investment management

Research ratings

Platform menus

Dealer group distribution

Investment literacy

Stakeholder management

Communication

Description du poste

Profusion, a leading investment solutions business, seeks a National Account Manager to strengthen wholesale relationships with research houses, platforms and licensees. The role focuses on research engagement and national accounts across Melbourne and Sydney with a targeted adviser panel.

Reporting to the Head of Wholesale, you will influence investment ratings, platform positioning and distribution outcomes while developing a broader licensee strategy and expanding coverage in Melbourne and