Advice Relationships Manager
Posted Date: 22 Nov 2024
Location: Sydney, NSW Melbourne, VIC
Company: HESTA Super Fund
Be inspired everyday – let your work make a difference
#Superwithimpact
More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.
HESTA is also an inspiring and rewarding place to work. That’s because what we do makes a difference to the lives of our members. The people who work at HESTA are not only exceptional at what they do, they’re focused on living and creating a strong organisational culture. We’re an industry super fund dedicated to the people who keep our communities going. People who provide some of the best health, education and community services in the world are HESTA members – and we are proud to serve them.
The opportunity – ‘Do what you love, and you’ll never work a day in your life’ #careerswithimpact
Bring your authentic & passionate self to this exceptional role.
Are you a superstar at building relationships?
Do you have a knack for influencing and driving growth?
As our fund continues to go from strength to strength, we are looking for a passionate and motivated Advice Relationships Manager to join our team. You will work with external financial advisers to drive improved member growth and retention. If you thrive in a dynamic environment and have a passion for superannuation, we want to hear from you!
Please note this role can be based in Sydney or Melbourne.
About the Role:
As the Advice Relationships Manager, you will be responsible for building and nurturing relationships with External Financial Advisers and Licensees, with the goal of encouraging them to utilize our superannuation offering for their clients. This role is critical in contributing to the growth of this distribution channel.
You will:
• Represent HESTA in the Adviser & Licensee Channel
• Foster trust in the HESTA brand
• Influence Advice Licensees to recommend HESTA on their Approved Product Lists (APLs)
• Maintain long-term relationships with licensees and advisers
• Address complaints and provide market insights to the wider HESTA team
• Ensure compliance with Trustee Obligations and Governance requirements
About You:
We are looking for an individual with high energy, a positive and can-do attitude, and a passion for problem-solving and creative thinking. Strong B2B sales experience, ideally within the Adviser & Licensee channel, is desirable.
You will have:
- Established and strong relationships with Adviser & Licensees
- Strong relationship management experience and sound negotiation skills with the ability to close
- Strong interpersonal skills, particularly listening, empathy, and the ability to communicate persuasively
- Technical knowledge of retirement income, superannuation, and investments
- Experience with accumulation superannuation funds
- Knowledge of investment management, asset classes, and portfolio construction
- Understanding of financial advice practice management and advice processes
- Familiarity with platforms, advice technology, and investment markets and products
If you are passionate about shaping the future of superannuation and have the drive to contribute to our critical distribution channel, apply now and join our team at HESTA!
Benefits that matter and make a difference for our employees
- Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
- Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
- Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
- Your financial wellbeing matters, 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.
We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.
We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team careers@hesta.com.au and we’ll call you to discuss.
We’ll close applications when we find the right person, so get in quick before you miss this opportunity.
Please note: Applications via recruitment agencies will not be accepted for this position
#LI-JS1