Investment Specialist | Wealth Distribution

vor 3 Wochen

City of Melbourne, Österreich Foundry Talent Partners Vollzeit

Investment Specialist | Wealth Distribution One of Australia’s leading funds management firms is looking to appoint an Investment Specialist to accelerate its push into the wealth and intermediated channel. A recognised name in the Australian market, the firm has excellent performance history, high brand recognition and a clear product roadmap that will underpin its next phase of growth. This is a senior, high‑impact hire that sits at the centre of the firm’s distribution strategy. It suits a driven distribution professional with a strong track record raising capital through wealth intermediaries and the ambition to step into a role with genuine scope, influence and visibility. The environment is entrepreneurial, dynamic and fast paced – ideal for someone who wants to play a meaningful part in scaling a successful business. Key Responsibilities Drive capital raising & distribution of funds across IFAs, dealer groups, and wealth intermediaries. Build and manage relationships with asset consultants, platforms and research houses, supporting ratings, reviews and due diligence. Deliver impactful presentations, portfolio updates and education sessions to advisors nationally. Play a meaningful role in shaping products for the wealth market. Provide commercial insights on competitor activity and advisor sentiment to inform distribution strategy. What you’ll bring Minimum 8+ years experience raising capital in the wealth and intermediated channel. Strong, active networks with IFAs, dealer groups and intermediaries. Experience engaging with research houses and asset consultants; ratings experience is advantageous. Ability to translate investment ideas into clear, compelling narratives for advisors. Strong commercial judgement and a collaborative, client‑focused approach. This is an opportunity to join a respected, growth‑focused manager with genuine momentum. The platform is strong, the brand is well established, and the product pipeline will give you clear runway to make an impact. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance, Distribution, and Sales Industries Investment Management Referrals increase your chances of interviewing at Foundry Talent Partners by 2x Get notified about new Investment Specialist jobs in Greater Sydney Area . Sydney, New South Wales, Australia – 3 weeks ago #J-18808-Ljbffr

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