Strategic Account Associate
HybridSydney, New South Wales, Australia
Job Summary
Manage a portfolio of strategic accounts by following through on inbound requests from internal and external stakeholders, coordinating responses across Product, Marketing, FirstTech, Operations, and Distribution. Prepare and track outstanding actions from meetings while supporting attendance at key partnership meetings with executive-level stakeholders. Coordinate PD Day participation, conference attendance, and registrations in collaboration with the Engagement and Events Manager. This role supports licensee and strategic firm relationships within the Strategic Partnerships team, focusing on operational rhythm and engagement delivery.
Required Qualifications
- Interest in account management or sales support within financial services
- A working knowledge of financial services products, investment vehicles, managed accounts and platform solutions
- Strong communication skills
- Organisation
- Attention to detail
- Follow-through
- Ability to coordinate multiple initiatives, priorities and stakeholders simultaneously
- Experience supporting client-facing team members across Distribution
- Proactive approach to risk and compliance management
- Open to raising questions and transparency
- Existing knowledge and interest in the changing dynamics of the Australian advice industry and recent industry changes
- Existing experience working in or with larger AFSL groups
- Experience supporting the launch or adoption of new solutions or financial advice products and services
- Experience working with artificial intelligence
- Full work rights in Australia
- Background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed
Desired Qualifications
- Preferably Co-Pilot (Chat GPT, Claude)
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