Key Account Manager NSW

you will be responsible for driving growth across agreed Private Wealth accounts, primarily with Investment Advisers based in NSW.

Key responsibilities include:

Drive net flows and FUM growth across agreed NSW private wealth accounts

Build and execute strategic account plans (activity, pipeline, conversion and retention)

Run a bottom-up Investment Adviser engagement strategy (segmentation, cadence, prioritisation)

Lead adviser conversations from first meeting through to commitment and ongoing growth

Partner with internal teams to deliver coordinated, high-quality account management

Build strong relationships with key external stakeholders (platforms, associations, industry partners)

Maintain high standards of ethical conduct, risk awareness and compliance

Champion continuous improvement and operational discipline in how the channel operates

About you

You’ll bring a solid background in financial services distribution, with a strong understanding of private wealth and adviser channels.

We’re looking for someone with:

A bachelor’s or master’s degree in finance or a related discipline

Demonstrated success in a sales or distribution role within financial services, ideally across private wealth or adviser channels

Strong knowledge of financial markets and wealth management, including Private Wealth

Strong commercial instincts, with the ability to negotiate, influence and close opportunities

Confidence presenting investment solutions, market insights and value propositions in a way that resonates with advisers

A structured, self‐led approach to running your territory - planning activity, prioritising accounts and managing pipeline

Sound judgment and professionalism, with a strong commitment to ethical conduct, risk awareness and compliance

Strong account management capability

Commercial acumen, including negotiation and influencing skills

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.