National Account Manager – Funds Management

Company Overview

With an exceptional brand and a history of delivering outcomes for investors this business has continued to move from strength to strength.  With a significant product set across asset classes – over 90% of their funds are above their respective benchmarks.  They are certainly an Employer of Choice and worthy of attracting the markets top talent.  

Role Overview

In this role you will be responsible for gaining Model Portfolio inclusions as well as driving product representation within Dealer/Platform APL’s.
This role is crucial as it is the ‘door opener’ which enables the national sales team to drive sales through identified accounts. Although the role is highly ‘technical’ in its nature it requires a strong sales pedigree.

Key responsibilities 

  • Win Model Portfolio inclusions and APL representation.
  • Develop Key Account strategy and communicate strategy to the sales team.
  • Continue to understand the product set and ensure knowledge of the funds and trading strategies etc is up to date

Skills and Experience

  • Exceptional presentation skills
  • Proven sales/client relationship skills
  • A+ presentation
  • Degree qualified
  • Ability to work autonomously
  • circa 10+ years experience

This is an excellent opportunity to join a team renowned for their exceptional products and continual innovation. 

Please apply now or call Ashton Bilbie on 02 9240 6370 for a confidential discussion

National Account Manager - Funds Management

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