Investment Specialist (Wealth Management)

Location: Remote from Victoria, Australia; travel across Victoria, Tasmania and South Australia, with domestic and international travel required.

Company

Global investment research and wealth management organisation providing managed portfolio solutions, investment expertise, behavioural research, practice management insights and technology-enabled services to Australian financial advisers.

What you will do

• Drive managed portfolio net flows and funds-under-management growth by acquiring adviser and licensee relationships and expanding existing partnerships.
• Strengthen adviser engagement through investment education, relationship management and resolution of investment-related challenges.
• Represent investment capabilities at client meetings, conferences, webinars, licensee events and industry forums.
• Provide expertise on investment philosophy, managed portfolio solutions, market views and portfolio updates.
• Collaborate with Sales, Product and Investment teams to identify growth opportunities and improve solution positioning.
• Prepare presentations, market updates, portfolio commentaries and thought leadership content.

Requirements

• Demonstrated success in investment management, managed accounts or wealth management business development, with measurable revenue and asset growth results.
• Strong commercial acumen and the ability to translate adviser needs into solution-based outcomes.
• Experience with managed accounts, managed portfolios, model portfolios or investment platforms.
• Strong knowledge of asset allocation, portfolio construction and manager analysis.
• Excellent presentation, public speaking and written communication skills, including the ability to explain complex investment and behavioural finance concepts.
• Full and unlimited working rights in Australia or New Zealand and RG146 Certification are required.

Nice to have

• Bachelor’s degree in Finance, Commerce, Economics or a related discipline.
• CFA designation or relevant postgraduate qualifications.

Culture & Benefits

• Remote work from Victoria with regular client and industry travel.
• Hybrid collaboration practices are available across company locations, with in-person collaboration typically expected four days per week where applicable.
• Tools and resources support meaningful collaboration with global colleagues.
• Additional benefits are available to enhance flexibility as needs change.