Account Associate

• Support high‑performing sales and investment professionals in a role with real commercial impact

• Build practical experience across sales, investments and client engagement

• Work in a collaborative, supportive team that values accountability and continuous improvement

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

An opportunity to support a high‑performing sales team within Perpetual’s NSW IFA channel. This role sits closely with our Key Account Managers and Investment teams, helping drive sales activity, client engagement and operational excellence.

About the Role

You’ll support growth and retention across the NSW IFA channel by combining data insight, sales support and client coordination.

• Analyse Salesforce data (FUM, flows, activity) to identify risks and opportunities

• Support Key Account Managers with outbound sales calls and proactive activity

• Prepare and maintain Salesforce dashboards, campaigns and reporting

• Coordinate client meetings, regional visits and portfolio manager roadshows

• Support delivery of major client events and presentations

• Prepare regular client communications, fund reporting and sales materials

• Produce a monthly sales pack with fund performance and supporting content

• Work with Marketing, Investment and Strategic Accounts teams on client content

• Ensure strong stakeholder engagement and high service standards

• Identify opportunities for process improvement and operational efficiency

• Apply risk and compliance requirements in all client and sales activity

About you

We’re looking for someone with:

• Degree in Finance, Commerce or a related discipline

• Strong analytical skills and confidence working with data and CRM systems

• Highly organised with the ability to manage multiple priorities

• Clear communicator with strong stakeholder management skills

• Interest in the Australian financial advice and funds management market

• Client‑focused mindset with strong attention to detail

• Comfortable using digital tools, dashboards and emerging technologies, including AI‑enabled insights

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.