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Identify, pitch, and convert SMSF clients via inbound, outbound, and partner referrals.
Support pipeline conversion from events and campaigns with proactive follow-ups and tailored client support.
Develop and maintain sales resources (presentations, FAQs, onboarding guides) to strengthen client engagement.
Track and report SMSF acquisition metrics, pipeline health, conversion rates, and AUM.
Deliver a white-glove client experience for high-value SMSF investors, including concierge onboarding and ongoing account support.
Reactivate dormant accounts and deepen client engagement through structured account management.
Act as the first escalation point for SMSF clients, ensuring a seamless service journey.
Capture and communicate real-time client insights to product and leadership.
Shape enhancements to the SMSF value proposition (e.g., advisor tools, tax solutions, staking).
Support the SMSF Innovation Council with relationship management and integration of council feedback.
5+ years in sales support, business development, or partnerships in fintech, superannuation, wealthtech, or crypto.
Proven track record of driving acquisition in high-trust, compliance-led environments.
Strong relationship management skills with advisors, accountants, or HNW investors.
Comfortable working cross-functionally and translating client needs into commercial outcomes.
Resilient, autonomous, and metrics-driven.
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