Are you a sharp Investment Sales Manager, looking to work for an ambitious, fast growing, ASX listed organisation? We want to hear from you!
About Us
Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $12 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.
Our purpose is to invest for a better world, and we have been pioneers in this space for over 30 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.
Your New Role
As the Regional Manager (North) you’ll be responsible for working closely with other members of the distribution team and leading a team of Business Development professionals to drive growth and achieve sales targets across strategic accounts, consultants and HNW IFA’s in NSW, ACT, QLD and WA.
This is your opportunity to drive regional success, making a tangible impact on both team performance and effectiveness and company growth.
Key Responsibilities:
· Representing Australian Ethical (AE) in the Adviser, consultant and HNW IFA market that supports our ethical and investment leadership and reinforces our reputation as a leading and trusted investment manager
· Leading substantial and sustainable expansion of AE in relevant channels contribute to and deliver on sales targets including role modelling activity targets, business development, account management, prospecting, pipeline management and ongoing engagement across their states and panels
· Deliver on regional sales targets and growth in the assigned channels, including the mentoring of BDMS to:
- Manage a panel of advisers to engage, retain and uplift Australian Ethical’s share of wallet
- Leverage existing and develop new APL and model portfolio opportunities
- Proactively build our reach and relationships across the mainstream adviser and HNW IFA markets
- Expand the take up of Australian Ethical Super by mainstream advisers
- Extend Australian Ethical’s reach into more sophisticated HWN IFA practices
· Develop a calendar of sponsorships and events in the that build brand, reach and lead generation to support sales growth, and execute follow up programs that maximise ROI
· Develop effective sales systems and processes and contribute to the development of content and collateral required to sell effectively into national dealer-groups, mainstream advisers and IFAs
· Identify product, process and service improvements to support our reach and value prop to the significant channel of financial planners in Australia and their clients
Experience & Qualifications
· 8+ years’ investment management sales experience
· 3+ years’ experience effectively leading / managing a team to achieve sales targets
· A proven track record and established relationships in the adviser channel, specifically consultant and HNW IFA
· Broad asset class exposure, including, Australian Equities, Multi-Asset, International Equities and fixed income
· Relevant qualifications including RG146 or Diploma of Financial Services as a minimum
· Alignment with our values of Action, Authenticity, Connection, Curiosity and Empathy
What’s in it for you
· A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
· Hybrid work arrangements
· Wellbeing program that includes an extra 5 days of leave above statutory requirement
· Purpose aligned volunteer days
· 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Want to know what it’s like to work at Australian Ethical? Go here: https://www.australianethical.com.au/work-with-us/
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note: Only short-listed candidates will be contacted.
Applications and approaches via recruitment agencies will not be accepted for this position.
What We Do
A superannuation and investment fund manager with a difference.
We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve.
We seek out positive investments that support people, quality and sustainability, and we avoid investments that cause unnecessary harm to people, animals, society and the environment.
While we do believe a small group of people can change the world, the opportunity is far bigger than that. The more people that invest ethically, the more significant the positive change we will create. Imagine the impact of all that money invested for good. There’s never been a better time to take control of your own financial wellbeing and the wellbeing of families, communities and the planet.
Ethical and sustainable investing isn’t just a part of what we do. Unlike most of our competitors, it’s everything we do. And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this.
Now, we manage $12.95 billion for more than 130,000 funded customers (managed fund investors and funded superannuation members) as at 30 June 2024.
Disclaimer: Please be aware that this page provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances. You should consider seeking independent advice from an accredited financial adviser before deciding whether to acquire, or continue to hold, units in the fund or interests in the fund. Although we always do our utmost to uphold accuracy, Australian Ethical does not warrant the accuracy, adequacy or completeness of the information contained in the posts to this page. Past performance is not always a reliable indicator of future performance
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