Senior Relationship Manager

Established in 1988 Rest is one of Australias 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 theyre 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 Rests 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.

• Own and lead the retention and growth efforts for a portfolio of Rests 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 Rests strategic objectives.
• Produce and deliver tailored client reports that provide insights into employer/employee activities product usage and engagement with Rest facilitating a deeper understanding of client needs. This may include presenting to the Rest Executive Leadership Team.
• Identify opportunities to implement or enhance existing products and services for employers and their staff in line with Rests culture and industry best practices.
• Deliver workplace education and engagement programs to members that lead to improved product utilisation and retirement outcomes.
• Work closely with internal Rest teams including the Workplace Super leadership and Member Teams to ensure coordinated service delivery aligned with Rests core values.
• Act as a mentor and coach to other Workplace Super team members providing guidance and support in delivering exceptional account management services

Qualifications :

• RG 146 compliance 
• A Diploma in Financial Planning or relevant Tertiary qualifications is highly valued. 
• Proven track record of successfully managing and nurturing business-to-business relationships with the Australian Superannuation industry
• 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 and work under pressure
• Proven ability to engage and influence senior stakeholders including executives board members and industry leaders.
• Experience in collaboration negotiation and relationship building with key stakeholders.
• In-depth knowledge of superannuation practices including contribution rules fund structures investment options and retirement benefit calculations.
• Up-to-date understanding of relevant legislation and regulations governing superannuation such as compliance requirements and disclosure obligations.
• Skillful in preparing and delivering presentations training materials and reports that effectively communicate key messages and insights.
• Results-oriented with the expertise to identify opportunities that translate into improved outcomes for Rest and its members.
• Ability to leverage data and business intelligence resources to uncover insights inform decision making and support continuous improvement efforts. 

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 Rests 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.

Remote Work :

No

Employment Type :

Full-time