Institutional Sales Manager

About us

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

Your New Role Looks Like This:

We’re looking for an experienced and dynamic Institutional Sales Manager to lead the way in unlocking opportunities and expanding our presence in key markets.

As the Institutional Sales Manager, you’ll play a pivotal role in driving the growth of our Wealth & Capital Markets division. Leveraging your expertise in social infrastructure, commercial property, and unlisted property funds, you’ll build and nurture relationships across middle and institutional markets and family offices. Collaborating closely with the Strategic Partnership Team and Fund Managers, you’ll spearhead strategic initiatives to strengthen client relationships and deliver exceptional results.

Your Key Responsibilities:

• Strategic Growth: Develop and implement innovative business development strategies to achieve growth targets in middle and institutional markets and family offices.
• Client Relationship Management: Maintain and strengthen relationships with key clients, acting as the primary point of contact and ensuring outstanding service.
• Market Leadership: Identify and pursue new business opportunities, leveraging your established network and insights into social infrastructure, commercial property, and unlisted property funds.
• Collaborative Execution: Partner with internal teams, including Marketing, Product, and Operations, to align business development efforts with company goals.
• Market Insights: Conduct in-depth market research to stay ahead of trends, uncover opportunities, and inform senior management.
• Sales Leadership: Drive sales initiatives and campaigns to increase revenue, monitor performance, and adjust strategies to meet and exceed targets.
• Customer-Centric Culture: Foster a customer-first mindset by embedding systems to listen, learn, and act on client and employee feedback.
• Value Proposition: Define, deliver, and enhance the business unit’s customer value proposition through research and insights.

About You:

• A proven track record in the Australian wealth and asset management market, with established relationships in middle and institutional markets and family offices.
• Previous success in capital raising while fostering trust and delivering value to AFSLs and investors.
• Expertise in social infrastructure, commercial property, and unlisted property funds, with a demonstrated ability to deliver results in these areas.
• Ability to maintain relationships in the wholesale, middle, and family office channels.
• Strong collaboration skills, with the ability to work across teams and drive strategic initiatives.
• Exceptional communication and relationship-building capabilities, with a focus on delivering value to clients.
• Demonstrated sales and negotiation success.

What’s on Offer:

You will enjoy a range of great employee benefits and rewards including:

• Competitive salary + bonus program
• Enjoy additional yearly Well-Being and Community leave days
• 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby
• Employee Referral Program
• Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most
• Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
• Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
• Available access to LinkedIn Learning courses through our great Learning platform

For further benefits visit: https://www.australianunity.com.au/careers/culture

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.