Company Overview This firm are a well-established and highly regarded investment solutions business with a solid presence across the Australian wealth management market. Offering a diverse range of investment strategies, the business partners with leading investment managers and financial intermediaries to deliver high-quality investment solutions to Australian investors. With an established distribution footprint and ambitious growth objectives, the business is seeking an experienced National Account Manager to strengthen its wholesale relationships and support its continued expansion. The Opportunity Reporting to the Head of Wholesale, this role will be responsible for managing and developing strategic relationships across research houses, investment platforms, licensees and a targeted panel of financial advisers. With a particular emphasis on research and national accounts, the position offers an opportunity to influence investment ratings, platform positioning and distribution outcomes, while contributing to the development of a broader licensee coverage strategy across Melbourne and Sydney.

Key Responsibilities

- Manage and develop relationships with leading research houses.
- Coordinate research review processes, maintain investment ratings and support improved product positioning.
- Build strategic relationships across the Australian investment platform market to drive product access and funds under management.
- Manage and expand relationships with key licensee groups,



identifying opportunities to broaden distribution coverage.
- Work with the Head of Wholesale to develop and execute strategic account plans across research, platforms and licensees.
- Maintain a small and targeted panel of financial advisers across IFA, private wealth and high-net-worth channels. Skills & Experience
- Demonstrated experience in wholesale funds management distribution, national account management or a related investment management role.
- Established relationships across research houses, platforms, licensees and/or financial advice networks.
- Strong understanding of the Australian investment management and wealth management landscape.
- Experience working with research ratings, platform investment menus and dealer group distribution channels.
- High level of investment literacy with the ability to engage confidently with investment professionals and key decision-makers.
- Robust commercial acumen and a proven ability to develop strategic relationships and deliver business growth.
- Excellent communication, presentation and stakeholder management skills.
- A proactive, collaborative and results-oriented approach. Apply The role offers a compelling combination of relationship management, commercial responsibility and the opportunity to help shape the organisation's distribution strategy. For a confidential discussion, please contact Ashton Bilbie at Profusion Group or apply now.

📌 National Accounts (Melbourne)
🏢 Profusion
📍 Melbourne