Relationship Manager

Take hold of a monster opportunity and join Australian Retirement Trust as our Relationship Manager, where you'll partner with leading financial advisers, strengthen strategic relationships, and drive growth across our super and retirement solutions.

Description

We're all about helping our members make the most of their money. And while they go after their goals, you can too. As a Relationship Manager, you'll play a key role in supporting our Business Development Managers to manage and grow relationships with a panel of financial advisers.

You'll be the trusted point of contact for advisers, providing timely insights, product education, and strategic updates to support their businesses. With a focus on retention and growth, you'll help drive inflows across our superannuation and retirement products while ensuring advisers feel supported and confident in recommending Australian Retirement Trust.

You'll also deliver training, facilitate workshops and presentations, and provide ongoing education across a range of channels. Working closely with the broader Strategic Key Accounts team, you'll help build strong partnerships with Advice Licensees and contribute to achieving shared growth objectives.

This role is a permanent opportunity and is based in Melbourne.

Responsibilities

Day to day, you'll:

• Build and manage relationships with a panel of financial advisers to drive engagement and retention.
• Act as the key point of contact, providing timely updates, training, and product insights.
• Support Business Development Managers to deliver on strategic account plans and growth targets.
• Identify opportunities to increase inflows and strengthen adviser partnerships.
• Deliver engaging presentations, workshops, and webinars for advisers and their teams.
• Maintain accurate reporting and insights across your adviser portfolio.
• Stay across industry and regulatory changes to provide informed guidance.
• Support and deliver adviser education initiatives and onboarding programs.

Qualifications

It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

• You bring proven relationship management experience across super, insurance, or financial services.
• Your RG146 qualification enables you to provide general advice in super and insurance.
• You'll have strong knowledge of regulatory and compliance requirements in financial advice.
• You're confident presenting to both small and large audiences.
• Your ability to influence and build long-term relationships sets you apart.
• You have a genuine passion for delivering exceptional client outcomes.
• You'll ideally hold a Diploma of Financial Services or a related qualification.
• You're working towards or have completed a relevant tertiary qualification in business or finance.

About us

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close Sunday, 5 July 2026.

We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up-front is important to us - and recruitment is no different.

Why join us

Bring your potential to Australian Retirement Trust and unleash our monster possibilities:

• You'll get 14% super as standard, to help your future come alive.
• Build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

We use technology, including artificial intelligence (AI), to support parts of our recruitment process - such as reviewing applications, supporting screening interviews, reference checking, and matching skills to roles. All final hiring decisions are made by people.

By applying, you agree to the use of these technologies as part of the recruitment process.