Sales and Relationship Manager, Managed Funds Services
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Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
This is an exciting opportunity to become part of the Sales and Marketing division within Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group. Step into a dynamic, market-leading organisation in a newly created role that promises variety and professional growth across multiple business lines.
In this role, reporting to the Head of MFS Sales and Relationships, you'll take ownership of executing the new business and relationship strategy for Managed Funds Services (MFS). This national team is responsible for all sales across the Managed Funds Services team.
Key Responsibilities
* Deliver revenue targets through execution of our MFS sales and relationship management strategy.
* Drive business development activities and complete all sales KPI's on a daily, weekly, monthly basis.
* Manage all new business and client relationships activity through Client Connect and associated business reports for Sales & Marketing and Managed Funds Services.
* Negotiate pricing for new transactions and prepare client pitches and proposals.
* Exploit cross selling opportunities within PCT.
* Provide support coverage across the sales and relationship management team.
* Develop new client relationships across all market segments including but not limited to banks, fund managers, wealth managers and sovereign wealth funds.
* Client Retention.
* Complete visitation program and account plans for our MFS clients.
* Maintain & grow existing client relationships and drive client advocacy.
* Contribute to the strategic planning cycle, keep abreast of market dynamics and regulatory changes.
* Provide sound sector knowledge and help drive the prioritisation of new products to meet clients' needs and drive growth.
* Develop and maintain a comprehensive knowledge of all of PCT's products and services to be able to explain the key features to new and existing clients.
* Attendance and from time to time at present at domestic and international seminars and conferences.
About you
To succeed in this role, you are a motivated \"go getter\" who has a technically sound understanding of funds management across asset classes and financial services. This position will suit a someone with the following experience:
* Relevant tertiary qualifications - Commerce, Business or Finance
* At least 3 years sales and/or relationship management experience
* Sound product knowledge in particular across the offerings within Managed Funds industry and financial services industry.
* Ability to build and maintain industry & networking relationships
* Strong problem-solving capabilities
* Sound organisational, presentation, communication and time management skills.
* Ability to work independently and deliver against individual and team goals
* Ability to build and maintain strong industry relationships with both internal and external stakeholders
* Ability to understand client and market needs and then position our core and extension products to address these needs.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
* Work from anywhere in Australia for up to one month each year
* An annual allowance to empower you to prioritise your personal wellbeing
* Study support and commitment to supporting professional development
Diversity and inclusion
* Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
* A growing number of employee-led networks who work to raise awareness and drive continued change
* We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Seniority level
Mid‐Senior level
Employment type
Full‐time
Job function
Administrative, Business Development, and Sales
Industries: Financial Services, Funds and Trusts, and Investment Management
Our teams at Perpetual are taking a break between Tuesday, 23 December 2025 and Sunday, 11th of January 2026. Should you apply during this period, a member of our Talent Acquisition will review your application after Monday, 12th of January 2026.
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