Investment Specialist Managed Accounts

Due to strong growth in its Managed Account business, Shaw and Partners is seeking to add an Investment Specialist to its Investment Strategy Group reporting directly to the Chief Investment Officer. You will be responsible for sales outcomes of our Separately Managed Accounts within the Shaw and Partners network as well as developing our external sales strategy.

Ideally, you have an established track record driving results in an internal sales role in a broker or dealer group or as an Investment Specialist within a funds management business in Australia. You will be an excellent communicator, comfortable dealing with high-net-worth clients, charitable organisations and family offices. You will work with our advisors to deliver best-in-class managed accounts solutions, ensuring a high level of client service.

You will drive business growth by working with advisors on business planning, developing customised investment solutions using our broad range of managed accounts, helping to develop our marketing strategy and collateral, and serving as a managed accounts subject matter expert, working closely with colleagues in our Investment Strategy Group. This position requires regular interstate travel.

This role will be based in Sydney. You must have the right to live and work in Australia to be considered for this role.