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About the Role

Support Australian Ethical’s wholesale distribution strategy through sales coordination, client servicing, and key documentation processes. Improve team efficiency and client delivery while building capability across wholesale distribution, ethical investing, and financial markets.

Responsibilities

• Support wholesale client servicing across research houses, asset consultants, private wealth firms, not-for-profits and high-net-worth clients.
• Coordinate client queries, onboarding and follow-up activity to deliver a consistent, professional client experience.
• Coordinate RFPs, DDQs and consultant submissions, working with internal stakeholders to maintain accurate information and response materials.
• Support senior Business Development Managers with meeting materials, pipeline tracking, CRM updates and agreed follow-up actions.
• Develop presentations, pitch materials and client communications aligned to Australian Ethical’s investment philosophy and wholesale proposition.
• Maintain CRM records, coordinate meetings and events, and contribute to reporting, process improvement and operational discipline.
• Build knowledge of Australian Ethical’s products, ethical investing framework, wholesale client segments and market dynamics.
• Contribute to timely, high-quality distribution activity while developing capability for future progression within the team.

Requirements

• Organised, detail-oriented and client-focused, with strong communication skills and an interest in wholesale distribution, financial markets and ethical investing.
• Manage priorities effectively and work with stakeholders to deliver accurate, client-ready materials.
• 1–3 years’ experience in financial services, funds management, wealth management, client service, distribution support or a related environment.
• Exposure to wholesale clients, research houses, asset consultants, private wealth firms, not-for-profits or high-net-worth investors will be highly regarded.
• Experience contributing to RFPs, DDQs, consultant submissions or client-ready documentation, with strong attention to detail and accuracy.
• Strong organisational and communication skills, with the ability to manage enquiries, stakeholder requests, competing priorities and deadlines.
• Genuine interest in wholesale distribution, financial markets and ethical investing, with a willingness to build commercial knowledge.
• Relevant tertiary qualification in finance, business or a related field.
• RG146 accreditation or willingness to complete.
• Alignment with and demonstration of our values – Authenticity, Action, Connection, Curiosity and Empathy.

Skills

• Sales coordination
• Client servicing
• Documentation processes
• Wholesale distribution
• Ethical investing
• Financial markets
• RFP coordination
• DDQ coordination
• Consultant submissions
• Presentation development
• Client communication
• CRM management
• Reporting
• Process improvement
• Operational discipline
• Commercial knowledge

Location

• Australia

Work Type

• Hybrid work arrangements

Experience Level

• 1-3 years

Education Level

• Relevant tertiary qualification in finance, business or a related field
• RG146 accreditation or willingness to complete

Salary/Compensations

• Competitive salary, including short-term and long-term incentives including access to an Employee Share Plan

Benefits

• Short-term and long-term incentives
• Employee Share Plan
• Hybrid work arrangements
• Wellbeing program
• 4 extra days of leave per year
• Birthday leave
• Purpose aligned volunteer days
• 20 days paid annual leave
• Additional 3 paid days of annual leave between Christmas and New Year

About the Company

• Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers.
• Over $13.5 billion in funds under management.
• Offer a selection of award-winning managed funds and superannuation products.
• Purpose is to invest for a better world.
• Pioneers in ethical investing for almost 40 years.
• Investments aim to generate solid financial returns and a positive impact for people, planet, and animals.
• Prove that money can be a force for good.
• Registered B Corp.
• Committed to an inclusive, equitable and forward-thinking workplace culture.

Equal Opportunity

• Embrace diversity in our people and thinking.
• Committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.