Marketing Manager Investments, Perpetual Wealth Management

at  Perpetual Limited

Perpetual Private (PP) is seeking an experienced Marketing Manager who will be focused on the end-to-end development and delivery of all Managed Accounts (MA) and intermediary investment advice offer marketing requirements, including developing brand presence and providing consistent messaging across all client communications.
As a Marketing Manager you will have the opportunity to assist with Business Development, delivering marketing campaigns and engaging with industry specialists.
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, external financial advice firms and Indigenous communities throughout Australia.

Sounds interesting? Here are some specifics about the opportunity:

• Develop clear, results orientated marketing strategies and activity schedule with buy-in from all key stakeholders
• Grow qualified leads, opportunities, clients, FUM and revenue for PP’s Managed Accounts and intermediary investment advice offer
• Deliver innovative marketing programs including end to end campaign management, and work closely with other teams, to increase sales conversion rates
• Support delivery of investment commentary and content for Request for Proposals (RFPs) documents and tender presentations for potential clients.
• Develop and drive comprehensive strategies to attract, nurture, acquire and retain clients who stand to benefit from PP’s Managed Accounts and investment advice offer
• Liaise with key internal stakeholders to ensure successful execution of specific team / industry specialisation campaigns

To be considered for this opportunity, your qualifications, skills and experience could include:

• Tertiary qualifications in marketing and / or communications
• Min 5 years’ experience in a similar hands on / specialist role within a financial services environment (e.g. financial advice, investments or specifically working with Managed Accounts)
• Preferable to have existing knowledge of Australian Managed Accounts key market participants and structure and experience in pitch and tender development
• Results-driven, high-performing individual with excellent planning skills and attention to detail
• Strong written/oral communication and interpersonal relationship skills
• Creative and innovative thinker
• Strong project and stakeholder management skills

Behaviours
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

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
• Access to LinkedIn learning, study support and commitment to supporting professional development
• Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with Jawun

Diversity and inclusion

• WGEA Employer of Choice for gender equality since 2018
• 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 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.
Perpetual strongly encourages our employees to be vaccinated for COVID-19 for the safety of our team and stakeholders. Some roles may require that full vaccination is maintained for the safety and well-being of our clients. If this is applicable to the role that you have applied for, we will ask you to share your status as part of the application process. You will be provided with the relevant information during the recruitment process if you are currently not up to date with your vaccinations or are medically exempt

Please refer the Job description for details