Key Account Manager NSW
Core
Drive FUM growth and net flows for high-value NSW private wealth adviser portfolios by building trusted partnerships and executing strategic account plans.
Role type
Senior Private Wealth Distribution / Key Account Manager
Builds
Sustainable Funds Under Management (FUM) growth and strategic relationships with Investment Advisers
Domain
Australian Private Wealth / Financial Services Distribution
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Private wealth distribution experience, strategic account planning, adviser engagement strategy, negotiation and influencing, commercial acumen, ethical conduct and compliance, territory management
Preferred skills
Bachelor's or master's degree in finance, strong knowledge of financial markets and wealth management, confidence presenting investment solutions
Technologies
N/A
Responsibilities
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)
Seniority
Mid-Senior, hands-on IC