National Sales Manager - Institutional and Private Wealth at Findex

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

0.0

Posted On

06 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Investment, Relationship Building, Funds Management, Financial Advisory, Communication, Proactive Approach, Team Collaboration, Market Trends, Regulatory Frameworks, CRM Systems, Microsoft Office, Client Engagement, Distribution Strategy, Investment Solutions, Governance

Industry

Financial Services

Description

Centric is looking for a National Sales Manager (Institutional & Private Wealth) to help take our Specialised Private Capital offering to market for the first time. Backed by 17 years of managed account experience, this is a rare opportunity to step into a highly visible, hands-on role and grow alongside a business that’s building something new. You’ll work closely with investment, product and distribution teams, gain exposure across the full lifecycle of investment solutions, and play a real part in shaping how this new offering grows nationally. This role is ideal for a commercially minded sales professional who’s ready to step up. Someone who’s building strong industry relationships, loves talking investments, and wants to accelerate their career in a collaborative, fast-moving environment. More about the role Help drive national growth in Funds Under Management (FUM) by delivering a clear distribution strategy across private wealth, institutional and family office channels with the opportunity to help grow the distribution team as the business scales. Build and strengthen relationships with SMA asset managers, consultants, wholesale advisers and institutional investors. Represent and promote Specialised Private Capital investment solutions, sharing insights through client meetings, events, webinars and conferences. Act as a key connector between distribution, investment and product teams, supporting the development and launch of new solutions. Work closely with internal teams to ensure smooth onboarding, strong client outcomes and long-term relationships. Partner with Marketing to build the Centric brand and support high-quality client and product materials, including IMs, PDSs and reporting. Stay curious and informed, keeping across investment offerings, market trends, competitor activity and regulatory developments. Support strong governance through compliance and consistent CRM usage. What you’ll bring A degree in Finance, Business, Economics or a related field (preferred). Experience in funds management, financial advisory, or investment sales, with a desire to continue growing in the space. Exposure to raising or supporting FUM growth across wholesale, institutional or advice channels. A solid understanding of investment products, markets and regulatory frameworks (AFSL, RG97, etc.), or a strong willingness to deepen this knowledge. The confidence to build relationships and the humility to keep learning. RG146 compliance (required); CFA or CFP considered a plus, not a prerequisite. Strong communication skills and the ability to engage confidently with a range of stakeholders. A proactive, self-motivated approach, comfortable working independently but thriving in a team environment. Familiarity with CRM systems and Microsoft Office. Why join Centric? Our Impact: At Centric, we make managing wealth simple, flexible and rewarding. Our online platform gives Advisers and Investors the confidence to build and grow wealth. From smart, tailored investment options to intuitive reporting and portfolio management. At the heart of this is Specialist Private Capital Ltd., where we bring together deep investment expertise, innovative in-house solutions and access to specialist global asset managers. We’re a team that believes in making a real difference. Built in partnership with Advisers, Centric is focused on helping people and their clients thrive, while offering our people the opportunity to be part of a growing business shaping the future of advice-led investing. Our Impact For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. Our Impact For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For our Customers - Together, Findex and Centric champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference.

Responsibilities

The National Sales Manager will drive national growth in Funds Under Management by delivering a distribution strategy across various channels and building relationships with key stakeholders. They will also support the development and launch of new investment solutions while ensuring strong client outcomes.