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Strategic Account Manager, Wealth Solutions

ExperiencedNo visa sponsorship
Macquarie logo

at Macquarie

Investment Banking

Posted 2 days ago

No clicks

**Strategic Account Manager, Wealth Solutions** - Duties: manage Wealth Solutions key clients, drive commercial sales goals, execute product campaigns; Skills: strong stakeholder communication, sales management, strategic relationship building; Experience: 5+ years in Wealth management, understanding of IFA/Dealer markets, sales success.

Compensation
Not specified AUD

Currency: $ (AUD)

City
Sydney
Country
Australia

Full Job Description

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Strategic Account Manager, Wealth Solutions

Additional office locations
Sydney
Job ID
22957
Date
02-Jul-2026
Permanent - Full time, Mid-level, Mid-senior
Job category
Wealth Management
Apply now
Share
  • Email
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

Press space or enter keys to toggle section visibility

Our purpose in the Wealth Solutions team is to bring advisers and clients closer together and help firms thrive in a changing environment. This enables you to add value to our clients businesses as well as identify new prospects in the Independent Financial Advisers/Dealer market who will benefit from our solutions.

The key to your success will be your genuine passion for delivering results and providing exceptional solutions to your clients needs.  You will ideally possess previous experience within the Wealth management industry, have an understanding of Independent Financial Advisers and large Dealer Groups and be able to demonstrate prior success in a sales-based role. You will display effectiveness in your planning, have the ability to be innovative and relish working in a diverse and fast paced environment. In addition, you will be an exceptional communicator who can positively influence teams with your energetic and proactive attitude.

What you offer

Press space or enter keys to toggle section visibility

  • Strategic relationship building skills with experience managing Wealth Solutions key clients
  • Strong ability to communicate and influence across a range of internal stakeholders and importantly external partners up to CEO level
  • Ability to drive and execute commercial and strategic sales goals
  • Experience developing and executing national product campaigns in collaboration with Product and Marketing
  • Ability to manage commercial arrangements
  • Experience in sales support for internal partners and Business Development Managers
  • Experience presenting at professional development days and conferences
  • Ability to communicate insights back to the sales team and relevant stakeholders within Macquarie.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

Press space or enter keys to toggle section visibility

At Macquarie, youre empowered to shape a career thats rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

  • 1 wellbeing leave day per year
  • Up to 5 additional service bonus leave days per year
  • Up to 20 weeks paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks paid leave for non-primary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Up to 12 months gender affirmation leave, including 6 weeks paid leave
  • Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
  • Access to a wide range of salary packaging options
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment

About Banking and Financial Services

Press space or enter keys to toggle section visibility

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether thats buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

Strategic Account Manager, Wealth Solutions

Compensation

Not specified AUD

City: Sydney

Country: Australia

Macquarie logo
Investment Banking

2 days ago

No clicks

at Macquarie

ExperiencedNo visa sponsorship

**Strategic Account Manager, Wealth Solutions** - Duties: manage Wealth Solutions key clients, drive commercial sales goals, execute product campaigns; Skills: strong stakeholder communication, sales management, strategic relationship building; Experience: 5+ years in Wealth management, understanding of IFA/Dealer markets, sales success.

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Strategic Account Manager, Wealth Solutions

Additional office locations
Sydney
Job ID
22957
Date
02-Jul-2026
Permanent - Full time, Mid-level, Mid-senior
Job category
Wealth Management
Apply now
Share
  • Email
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

Press space or enter keys to toggle section visibility

Our purpose in the Wealth Solutions team is to bring advisers and clients closer together and help firms thrive in a changing environment. This enables you to add value to our clients businesses as well as identify new prospects in the Independent Financial Advisers/Dealer market who will benefit from our solutions.

The key to your success will be your genuine passion for delivering results and providing exceptional solutions to your clients needs.  You will ideally possess previous experience within the Wealth management industry, have an understanding of Independent Financial Advisers and large Dealer Groups and be able to demonstrate prior success in a sales-based role. You will display effectiveness in your planning, have the ability to be innovative and relish working in a diverse and fast paced environment. In addition, you will be an exceptional communicator who can positively influence teams with your energetic and proactive attitude.

What you offer

Press space or enter keys to toggle section visibility

  • Strategic relationship building skills with experience managing Wealth Solutions key clients
  • Strong ability to communicate and influence across a range of internal stakeholders and importantly external partners up to CEO level
  • Ability to drive and execute commercial and strategic sales goals
  • Experience developing and executing national product campaigns in collaboration with Product and Marketing
  • Ability to manage commercial arrangements
  • Experience in sales support for internal partners and Business Development Managers
  • Experience presenting at professional development days and conferences
  • Ability to communicate insights back to the sales team and relevant stakeholders within Macquarie.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

Press space or enter keys to toggle section visibility

At Macquarie, youre empowered to shape a career thats rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

  • 1 wellbeing leave day per year
  • Up to 5 additional service bonus leave days per year
  • Up to 20 weeks paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks paid leave for non-primary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Up to 12 months gender affirmation leave, including 6 weeks paid leave
  • Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
  • Access to a wide range of salary packaging options
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment

About Banking and Financial Services

Press space or enter keys to toggle section visibility

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether thats buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.