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 strong 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.
• Strong 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 clear 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