24 Sep
|
La Trobe Financial
|
Sydney
24 Sep
La Trobe Financial
Sydney
About La Trobe Financial La Trobe Financial is Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $25 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.
We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.
Build your future with us.
The Opportunity
As the Manager, Strategic Partnerships & Product, you will develop and maintain strong relationships with external platforms and research houses to ensure La Trobe Financial products are widely available in the market.
The primary responsibility of this role will be to maintain a repository of product information, ensure the integrity of this data and assist internal stakeholders to produce associated collateral.
This is an innovative role which will see you working with a broad range of internal and external stakeholders, requiring you to build and develop relationships at all levels. You will become a valued, ‘go to’ person for many of our industry counterparts. This role requires strong attention to detail and the ability to manage competing priorities within tight timeframes to ensure alignment with company objectives and customer needs.
The role requires a solid understanding of financial products and associated regulatory requirements.
Key Responsibilities
- Manage the day-to-day tasks with our platform partners and rating agencies, including coordinating rating reviews, completion of due diligence requests and responding to general product related questions
- Manage the review, execution and monitoring of all platforms,
sponsorships and rating agency agreements
- Effectively prioritise tasks to meet deadlines and deliver results for our strategic partners
- Provide excellent communication and service to our strategic partners, addressing queries and concerns promptly. Manage the timely communications on the business and product related matters
- Work collaboratively with internal teams to deliver on meeting client requests and achieve business objectives
- Stay up to date with market trends, regulatory changes, and industry developments
- Prepare and initiate product and TMD reviews as part of our DDO program
- Collaborate with internal stakeholders such as senior management, legal, marketing, distribution, investor centre, investor services and operations to ensure appropriate support is provided for product initiatives
- Prepare required documentation to arrange payment of relevant fees payable by our strategic partners
- Assist with the maintenance of marketing material available on the corporate website for La Trobe Financial products
About You
- Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
- Relevant experience in financial services preferably platform and asset management experience, with understanding of financial products and services and the regulatory environment. Preferably 3+ years
- Excellent interpersonal and relationship-building skills
- Proven ability to prioritise tasks and manage time effectively in a fast-paced environment
- Ability to work independently with minimal supervision
- Thrive in dynamic, fast-paced environments with changing priorities
- Strong verbal and written communication skills
- Ability to problem solve and manage third parties to the required outcomes.
- Strong analytical skills and attention to detail
- Demonstrated experience working in a team environment and autonomously
- Outstanding customer service skills
Employee Benefits
We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:
- Celebrate your birthday – with a paid day off, just for you!
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Unforgettable socials – from team events to celebrations you’ll actually want to attend! and
- Retail therapy – enjoy discounts through Reward Gateway.
Diversity & Inclusion
We’re committed to creating a workplace where everyone feels respected, valued, and secure. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.
Please note that only shortlisted candidates will be contacted.
📌 Manager - Strategic Partnerships & Product (Sydney)
🏢 La Trobe Financial
📍 Sydney