Relationship Manager (Superannuation Accounts)
Relationship Manager (Superannuation Accounts)
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Job Description
- Join an Award-Winning Superannuation Fund Provider
- Employer Superannuation Relationship Manager to drive retention and growth
- B2B Account Management experience with an opportunity to expand opportunities
Established in 1988 Rest is one of Australias largest profit-to-member superannuation funds. We support nearly two million members with around $86 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 and 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 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.
Key Accountabilities
- Own and lead the retention and growth efforts for a portfolio of Rests largest existing Employer Superannuation clients.
- Act as a representative for Rest superannuation industry and association partner forums to effectively promote and maintain our strong market position and brand awareness among our clients.
- Identify and pursue growth opportunities by developing and maintaining relationships with senior and executive employer contacts influencers and key decision makers.
- Identify new opportunities within existing employers/parent companies such as sub-plans or brands within a group to drive growth.
- Strengthen engagement with key employer contacts through regular meetings including the ongoing governance of the employer Management Committees.
- Develop and proactively deliver annual engagement and activity plans with employers aligned with Rests strategic objectives.
- Identify opportunities to implement or enhance existing products and services for employers and their staff in line with Rests culture and industry best practices.
Qualifications :
- RG 146 compliance
- A Diploma in Financial Planning or relevant Tertiary qualifications is highly valued.
- Experience to successfully manage and nurture enterprise business-to-business relationships with the Australian Superannuation industry.
- Proven ability to effectively manage strategic accounts driving growth retention and delivering exceptional client service of accounts.
- Proven ability to engage and influence stakeholders and industry leaders.
- Strong interpersonal skills enabling effective 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.
- Excellent verbal and written communication skills presentation skills to convey complex concepts and technical information clearly and concisely.
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 30 June 2024. 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
Employment Type
Full-time
