About the role

- The Product Specialist is responsible for strengthening the effectiveness of Pinnacle’s distribution effort by developing
- high-quality investment content, sales collateral, market insights and campaign activity across Pinnacle’s affiliated
- investment managers.
- Working closely with the Distribution team, Pinnacle affiliates and Marketing, the role will translate investment
- strategies, portfolio positioning and market developments into clear, compelling and practical go-to-market materials
- for advisers, researchers, consultants, platforms, private wealth firms and other wholesale investors.
- The role combines investment knowledge, commercial judgement and solid content capability. A key objective is to
- ensure the Distribution team has the insights, messaging and materials required to effectively represent Pinnacle’s
- range of investment strategies in the Australian market.

What you'll do Sales collateral and go-to-market content

- Develop and maintain high-quality sales collateral across Pinnacle’s affiliated investment managers and investment strategies.
- Translate investment philosophy, process, portfolio positioning and performance into clear and commercially relevant messaging for distribution audiences.
- Produce pitch decks, strategy presentations, investment updates, talking points, sales briefs, FAQs, market commentary and adviser-facing content.
- Develop launch and go-to-market collateral for new funds, strategies, vehicles and distribution initiatives.
- Create concise internal sales tools that equip the Distribution team with key messages, portfolio developments and proof points for client conversations.
- Ensure messaging is consistent, accurate and appropriately reflects the investment philosophy and positioning of each affiliate.
- Campaign management
- Work with Distribution and Marketing to develop targeted campaigns around priority strategies, investment themes and market opportunities.
- Coordinate campaign content across presentations, adviser communications, events, webinars and other distribution channels.
- Identify opportunities to engage or re-engage clients and prospects based on market conditions, portfolio developments and changes in investor demand.
- Support product launches and strategic distribution initiatives with coordinated campaign plans and supporting materials.
- Track campaign engagement and outcomes and use these insights to refine future activity.

Competitor and market analysis
- Maintain a strong understanding of the competitive landscape across Pinnacle’s key investment categories.
- Undertake competitor analysis covering investment approach, performance, portfolio characteristics, positioning, fees, product structures and market messaging.




- Develop practical competitor comparison tools, positioning materials and sales briefs for the Distribution team.
- Monitor industry trends, fund flows, product launches and changes in investor preferences.
- Identify emerging opportunities and competitive risks relevant to Pinnacle affiliates and the Distribution team.
- Translate competitor research into practical positioning that can be used in client conversations.

Investment strategy and distribution support
- Build a detailed understanding of Pinnacle affiliates, their investment philosophies, portfolios and strategies.
- Work closely with investment teams to identify the portfolio and market insights most relevant to clients.
- Translate complex investment concepts into straightforward, credible messages suitable for advisers and wholesale investors.
- Provide investment and product support to the Distribution team ahead of significant client, research and platform engagements.
- Develop investment talking points covering portfolio positioning, performance attribution, market environments and relevant investment themes.
- Help Distribution identify which strategies are best positioned for different market environments and client needs.
- Support responses to investment-related questions from advisers, researchers, consultants and other clients.

Distribution insights
- Work with Distribution leadership to identify opportunities where stronger product positioning, content or competitor intelligence can support sales activity.
- Analyse feedback from the Distribution team and clients to identify recurring questions, objections and information gaps.
- Develop content and tools that directly address those issues.
- Connect market intelligence, affiliate investment views and client feedback so distribution activity is increasingly targeted and relevant.
- Contribute to broader distribution strategy, including identifying investment themes and strategies with the strongest potential relevance to clients.

Qualifications

- 3-5 years of experience in funds management or financial services, ideally across investment research, product, investment consulting, marketing or distribution.
- A genuine passion for asset management and investing, with strong curiosity about markets, investment strategies and portfolio construction.




- Positive understanding of investment markets and managed funds across asset classes.
- Demonstrated ability to understand an investment strategy and communicate it clearly to a non-specialist audience.
- Strong written communication skills, with the ability to produce concise and commercially effective investment content.
- Experience developing presentations, pitch materials, investment commentary or other client-facing collateral.
- Solid analytical capability and an ability to interpret performance, portfolio and competitor information.
- An understanding of the Australian financial adviser, research, platform and wholesale investment landscape.
- Strong PowerPoint skills and confidence working with investment and market data.
- Ability to manage multiple affiliates, strategies and competing priorities in a fast-moving environment.
- High attention to detail and an appreciation of the regulatory and compliance requirements associated with investment communications.
- Relevant tertiary qualifications in finance, economics, commerce, business or a related discipline.

Personal attributes

- Commercially minded: Understands that product knowledge, investment insight and content should support client engagement, retention and business growth.
- Investment curious: Demonstrates a genuine interest in markets, asset management, investment strategies and portfolio construction.
- Excellent communicator: Can make complex investment concepts clear without oversimplifying them.
- Proactive: Anticipates what the sales team will need rather than waiting for requests.
- High quality bar: Produces accurate, polished and credible work suitable for sophisticated clients.
- Collaborative: Works effectively across multiple autonomous investment affiliates and internal teams.
- Audience focused: Understands that advisers, researchers, investment specialists and sales professionals require different levels of detail and communication.

What success looks like

- The Distribution team has better, more timely and more commercially useful investment content for client
- conversations.
- Pinnacle affiliates are supported by explicit and consistent go-to-market positioning.
- The sales team has concise competitor intelligence and investment talking points readily available.
- Priority strategies are supported by coordinated campaigns rather than one-off pieces of collateral.
- Market and client intelligence increasingly informs which products and investment themes Distribution prioritises.
- Complex investment information is translated into content that is credible with sophisticated investors and practical for advisers and sales teams.
- Pinnacle can respond quickly to market developments with relevant investment insights and client-facing material.

📌 Product Specialist (Sydney)
🏢 Pinnacle Investment Management Group
📍 Sydney