Join to apply for the National Manager - Wealth Sales role at JANA Investment Advisers

About JANA

We are here for one reason: People. Together with our clients, we can change the lives of millions of Australians for the better.

JANA is a leading investment consulting firm with offices in Melbourne & Sydney. We provide investment advisory consulting to over 85 institutional clients, including superannuation funds, charities, insurers, foundations, and endowment funds. Our services include asset allocation, manager research and selection, and investment strategy advice. We foster close relationships with each client to understand their needs and identify unique investment opportunities for their benefit.

Your current role

As National Manager - Wealth Sales , you will play a pivotal role in expanding JANA’s footprint in the wholesale wealth market. You will be responsible for driving sales and relationship management across advisory groups, dealer groups, platforms, and other wholesale wealth channels.

This role can be based in Melbourne OR Sydney.

You Will

- Develop and execute a strategic sales plan targeting high-value advisory firms and wealth channels for JANA’s managed account solutions.
- Build and maintain strong relationships with financial advisers, dealer groups, research houses, and platform consultants.
- Identify and pursue new business opportunities across tailored managed accounts and model portfolios.
- Represent JANA at industry events, conferences, and client forums.
- Collaborate with internal teams to deliver tailored investment solutions and compelling client presentations.

About you

Equally challenging and rewarding, this opportunity is perfect for someone with:





- Proven leadership experience in wealth management and sales.
- 7-10 years’ experience in growing Managed Accounts/Wealth products.
- Strong understanding of investment products, portfolio construction, and platform dynamics.
- Excellent communication and presentation skills with the ability to engage senior stakeholders.
- A tertiary qualification in finance, economics, or a related field.

You are client-focused, commercially astute, and motivated to deliver exceptional outcomes while driving growth in funds under management.

Benefits

At JANA, we offer rewarding careers for outstanding professionals where you will receive recognition based on your performance. Further to this, JANA also provides the following benefits for its people:

- As a management-owned organisation, equity opportunities may be available to employees delivering significant value to the business and clients
- 50% reimbursement on costs for further study on relevant courses and study leave provisions
- Flexible work options
- Ability to purchase an additional 4 weeks of annual leave per year
- Generous leave provisions including sick, carer’s, and parental leave options to support our people when they need it most
- An annual Volunteer Day to contribute to your favourite charity or community cause




- Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program
- Monthly reward and recognition program
- Employee Assistance Program, flu vaccines and skin checks

At JANA, we are committed to a diverse and inclusive workplace. JANA is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected attributes.

Applications will only be considered from candidates with the appropriate working rights in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check before commencement of employment.

JANA collects your personal information in accordance with JANA’s Privacy Policy and Personal Information Collection Notice. By clicking 'Apply' or uploading documents, you consent to the collection, use and disclosure of your personal information by JANA in accordance with JANA’s Privacy Policy and Personal Information Collection Notice.

Don’t meet every single requirement but excited about this role? Studies have shown that women and people of colour are less likely to apply for jobs unless they meet all the criteria. Here at JANA, we’re passionate about creating a diverse and inclusive team, one where people can be their authentic selves. We believe diversity of thought, experience and background strengthens our long-term excellence, ultimately ensuring prosperity for the millions of people we represent. So we encourage you to apply even if you don’t meet all the criteria. You just might be a great fit for another role if not this one!

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📌 National Manager - Wealth Sales (City of Sydney)
🏢 JANA Investment Advisers
📍 City of Sydney