Investment Solutions Specialist - Retail Distribution …, City of Sydney

Investment Solutions Specialist
- Retail Distribution (National) About Pinnacle Investment Management Pinnacle Investment Management Group Limited (ASX:PNI) is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world‑class investment management firms. Pinnacle currently consists of nineteen investment management firms that collectively manage over $202.5 billion in assets across a diverse range of asset classes. Our affiliated managers operate autonomously, in line with our philosophy that 'supported independence' is an essential ingredient in sustaining investment excellence and business resilience over the long term. Role Purpose The Investment Solutions Specialist will play a critical role in supporting the sales effort and ongoing servicing of the intermediated financial adviser market on behalf of Pinnacle and its affiliate fund managers. This is a national, phone‑based role designed for a mid‑level distribution professional who thrives on high‑quality, high‑volume adviser interactions . The role focuses on proactive outbound engagement, campaign execution, opportunity progression, and market intelligence gathering, working closely with senior distribution colleagues across Australia. The Investment Solutions Specialist acts as a key amplification point for specific affiliates in bursts. Focusing initially on Metrics, Coolabah and Hyperion. Key Responsibilities Adviser Engagement & Coverage (Phone‑First): Execute structured, national outbound calling to financial advisers, dealer groups, and IFA practices to drive engagement on the focus affiliates.
- Build familiarity with adviser business models, client segments, and investment preferences to support more relevant engagement.
- Identify, qualify, and progress opportunities arising from adviser conversations.
- Generate meeting opportunities for senior distribution team members and affiliate partners.
- Support phone and email campaigns , product launches, and affiliate go‑to‑market initiatives.
- Drive adviser awareness and attendance for events, roadshows, boardroom lunches, etc. CRM Discipline & Data Quality: Maintain high standards of CRM hygiene , including detailed call notes, next steps, tagging, and outcomes. Ensure adviser interactions and pipeline activity are accurately captured to support reporting, forecasting, and coverage analysis. Market & Adviser Intelligence: Capture and share insights from adviser conversations, including sentiment, objections, competitor activity, and trends. Feed actionable intelligence back into the retail distribution, marketing, and product teams as part of the team’s broader business intelligence function. Internal Collaboration: Work closely with Associate Directors, BDMs, Directors, and affiliate partners nationally. Success Measures: Success in this role is defined by both activity and quality , including:
- Consistent high‑volume outbound activity with professional, high‑quality adviser conversations
- Meetings and opportunities generated for senior distribution colleagues
- Campaign engagement outcomes (registrations, follow‑ups, conversions)
- CRM accuracy and next‑step discipline
- Quality and usefulness of adviser and market insights shared internally Experience & Capabilities
- Strong verbal communication skills with confidence engaging senior financial professionals
- Zero call reluctance and tenacity for persistent activity
- Experience in investment distribution, financial services sales, adviser support, or phone‑based client engagement
- Proven ability to operate in structured, high‑activity environments
- High level of organisation, discipline, and follow‑through including CRM systems and activity reporting
- Understanding of the Australian financial advice market , managed funds, platforms, asset management Personal Attributes
- Commercially curious and motivated by outcomes
- Resilient, skilled, and comfortable with phone‑heavy workloads #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3r8h64