Relationship Manager at Rest

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

08 Mar, 26

Salary

0.0

Posted On

08 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Client Retention, Account Management, Communication, Financial Services, Superannuation, Business Development, Client Partnerships, Strategic Accounts, Customer Service, Governance, Engagement Plans, Networking, Problem Solving, Collaboration, Influencer Relations

Industry

Financial Services

Description

Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Closing date: 2nd January 2026 Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role earlier Job Description Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support more than two million members, with around $100 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome. Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do. As a Relationship Manager at Rest, your key responsibility is to retain and grow a portfolio of Rest's largest existing clients by providing employers and members exceptional account and relationship management services. By understanding their specific needs and goals, you will offer personalised support and tailored solutions, building strong and enduring relationships. Your role is critical to the company's success, as your commitment to outstanding service and effective communication of Rest's value will drive client retention and portfolio growth. Additionally, your focus on creating positive client experiences will expand Rest's reach through recommendations and amplifying our market reputation. Overall, as a Relationship Manager at Rest, you play an essential role in driving client retention, growth, and expansion. Own and lead the retention and growth efforts for a portfolio of Rest's largest existing employer clients. Act as a representative for Rest in industry and association partner forums to effectively promote and maintain our strong market position and brand awareness among our clients Collaborate with Rest teams and partners to deliver market -leading customer service and resolve issues promptly. Identify and pursue growth opportunities by developing and maintaining relationships with senior and executive employer contacts, influencers, and key decision makers. Strengthen engagement with key employer contacts through regular meetings, including the ongoing governance of the employer Management Committees. Identify new opportunities within existing employers/parent companies, such as sub-plans or brands within a group, to drive growth. Develop and proactively deliver annual engagement and activity plans with employers aligned with Rest's strategic objectives. Qualifications RG 146 compliance A Diploma in Financial Planning or relevant Tertiary qualifications is highly valued. Demonstrated experience in a similar role within financial services. Required experience, understanding or credentials including: Proven track record of successfully managing and nurturing business-to-business relationships with the Australian Superannuation industry over a minimum of 10 years. Demonstrated ability to develop and maintain long-term client partnerships, ensuring their satisfaction and fostering mutual growth. Proven ability to effectively manage strategic accounts, driving growth and delivering exceptional client service. Additional Information Our benefits have been designed so you can tailor your experience with us and include: Personal and professional development opportunities Hybrid working Purchase leave scheme and gender neutral 16 weeks paid parental leave Super Contribution Continuation for 12 Months of parental leave Linkedin Learning Income Protection Insurance Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) Rest Stops - meeting free breaks If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now. Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best. We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks. Please note only people with the right to work in Australia will be considered. *Funds under management as at 31 July 2025. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

Responsibilities

As a Relationship Manager, you will retain and grow a portfolio of Rest's largest existing clients by providing exceptional account and relationship management services. Your role is critical to driving client retention and portfolio growth through outstanding service and effective communication.