The Prospect

Our client is a long-established and highly respected Australian investment firm with a reputation built over generations for integrity, investment excellence and putting clients first.

The firm has cultivated deep and enduring relationships across a sophisticated investor base and is recognised for doing business the right way. Its culture is equally distinctive; cooperative, thoughtful and professional, with people trusted to make an impact, encouraged to develop and supported to build long-term careers.

As the business enters its next phase of growth, an opportunity has arisen for an experienced Senior Manager, Investor Relations & Growth to play a pivotal role in strengthening existing relationships and identifying new opportunities across the firm's investor and intermediary network.

This is a role for an individual who enjoys building and maintaining client relationships, understands the investment landscape and can combine genuine relationship-building with commercial judgement.

The Role

Reporting into senior leadership, the selected candidate will take ownership of a broad Investor Relations & Growth mandate spanning sophisticated investors, SMSFs, Financial Planners, accounting and professional partner firms, as well as selected organisations across the for-purpose and not-for-profit sector.

They will be both a senior relationship manager and a commercial leader; trusted to deepen existing relationships, identify opportunities for growth and represent the firm with credibility across a diverse stakeholder base.

Importantly, they will become a trusted adviser to clients and partners, working closely with internal investment, compliance and operational teams to ensure the client experience is consistently exceptional.

The appointed candidate will also lead and develop a small, high-performing team, creating an environment of accountability, collaboration and continuous development.

Key responsibilities

- Build and deepen long-term relationships with Financial Planners, sophisticated investors, SMSFs and other strategic stakeholders.
- Act as a trusted adviser, understanding client objectives and connecting them with appropriate investment solutions and insights.




- Identify and develop opportunities to grow relationships, assets and the firm's broader market presence.
- Represent the firm externally with credibility, professionalism and a clear understanding of its investment philosophy and client proposition.
- Develop relationships with strategic partner organisations, including professional services, for-purpose and not-for-profit organisations.
- Lead, coach and mentor a small, experienced team, supporting their development and performance.
- Work closely with investment, operations and compliance teams to deliver a seamless client experience.
- Ensure all activity is undertaken within AFSL requirements, internal governance frameworks and the firm's high standards of conduct.

About You You will be an experienced relationship professional from financial services, ideally with exposure to investments, wealth management, funds management or an adjacent environment.

You will combine commercial instinct with sound judgement and genuine relationship-building ability. Of greatest significance is your ability to build a relationship and trust with sophisticated stakeholders, understanding their needs and create enduring partnerships.

You will ideally bring:

- Proven experience managing relationships with Financial Planners, HNW/SMSF investors, institutional-style clients or comparable sophisticated stakeholders.
- Robust commercial and stakeholder management capability, with a track record of growing and retaining important relationships.
- A sound understanding of financial services regulation, including AFSL obligations and governance requirements.
- Strong written and verbal communication skills and the confidence to engage with a diverse range of stakeholders.
- Experience leading, mentoring or developing others, or the capability and desire to step into a broader leadership role.




- A genuine interest in investments, markets and the broader financial services landscape.

In addition, you will be intellectually curious, commercially minded and highly credible, with the maturity to build relationships at senior levels without relying on a hard-sell approach. You will be someone who:

- Puts clients and long-term relationships ahead of short-term wins.
- Operates with integrity and is comfortable making principled decisions.
- Is naturally curious and interested in understanding what matters to clients and partners.
- Builds trust quickly and communicates with authenticity.
- Works collaboratively and brings others with them.
- Has high standards and takes pride in doing things properly.
- Enjoys developing people and contributing to a positive, high-performing team culture.

This is a rare opportunity to join an established firm with an exceptional reputation and a genuinely distinctive culture at an important point in its evolution. You will have the autonomy and influence to shape the firm's Investor Relations & Growth agenda, while working alongside experienced professionals across investment, operations and leadership.

For the right person, this represents an exceptional opportunity to build something enduring, have meaningful influence and develop a long-term career with a firm that genuinely values its people and its relationships.

Apply Today

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Reference Number: 06810-(phone hidden)-PM

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📌 Senior Manager - Investor Growth & Relationships (Melbourne)
🏢 Robert Half
📍 Melbourne