Responsibilities:
- A demonstrated ability to win new business and proactively deliver outstanding service to clients.
- Driving sales into our platform through targeted campaigns and promotion of specific investment products.
- Achieving sales targets across institutional clients, super funds and consultants.
- Supporting the Funds team to reach sales targets for relevant products.
- Contributing to presentations and pitching to clients as a subject matter expert on OA and our platform.
- Account management of key institutional and consultant relationships.
- Executing national roadshows for investment manager representatives to further promote products through various channels.
- Delivering educational and sponsorship opportunities through various conferences and professional development days.
- Domestic Travel is required in this role.
Ideally, you will have some or all of the following qualifications, skills and experiences:
- Bachelor’s degree or equivalent experience, with CFA preferred but not essential.
- At least 5 years of sales or service experience.
- Proven sales experience in institutional sales, with relevant experience in distribution, investments favourable.
- Strong knowledge of the investment management industry, including investment structures, funds management and competitors.
- Highly self-driven, proactive, resilient and motivated to work at pace.
- Excellent stakeholder management and influencing skills.
- Clear and articulate communication skills - both written and verbal.
- Existing strong relationships with institutions, superannuation funds and consultants.
- A team player.
- Strong sales and negotiation skills with a self-starting mentality with ability to run a sales pipeline and client segmentation.
- Very comfortable networking.
What we offer
- 💰 A competitive salary package including bonus and medical insurance benefits
- ✈️ Extra Annual Leave entitlement
- 🏡 Flexible working
- Ongoing learning and career development opportunities
Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. We also understand the value of diversity, and we are dedicated to creating an inclusive workplace environment. We would welcome people of all backgrounds to apply.
Our Values
At Octopus we don’t just focus on what we do but also how we do it. Our culture is critical to our success and is built around three principles that underpin how we pursue our goals:
-
Be Bold – We like people who make decisions quickly and are OK changing their mind if it turns out there’s a better way of doing things.
-
Be Helpful – We like People who behave like it always day one and who remember without our customers there is no business.
-
Be Straightforward – We like people who have opinions and express them in a way that’s respectful and easy to understand.
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.
