Director, Multi - Asset Solutions

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 A$200 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.

Our values of Client Focus, Honesty and Integrity, Innovation and Empowerment guide all our actions. We continually invest in our people and develop them to help reach their potential through extensive on the job training.

Role Summary

The Director – Multi-Asset Solutions is responsible for driving business development and adviser engagement with Financial Advisers with a particular focus on NSW and Queensland.

They also act as the subject-matter expert for Pinnacle Group’s (PNI) Multi-Asset investment capability by articulating investment philosophy, portfolio construction, risk management, and performance outcomes to advisers, clients, and internal stakeholders.

Key Responsibilities

Distribution & Business Development

• Drive the sales and marketing strategy with support from the existing PNI Group resources.
• Support financial advisers with the adoption of PNI multi-asset capability
• Lead business development activity across the target Financial Adviser market and meet/exceed flow targets.
• Promote PNI multi-asset capability across platforms.
• Maintain expert knowledge of PNI multi-asset strategies
• Develop and deliver investment presentations and proposals.
• Execute sales activity including meetings, webinars, video demos and events.
• Present multi-asset solutions at adviser forums, roadshows, and conferences
• Provide regular updates on sales pipeline and adviser engagement to management.

Investment & Product Expertise

• Demonstrate strong understanding of our multi-asset investment philosophy, processes and performance in a clear, compelling manner to advisers and non-investment audiences.
• Act as investment expert for multi-asset solutions with understanding of asset allocation, portfolio construction, rebalancing methodologies, and manager selection.
• Assist with completion of DDQs and RFPs and respond to follow-up queries (including complex investment queries).
• Provide competitive positioning and articulate value propositions versus peers.

Adviser Relationship Management

• Maintain regular contact with existing and prospective advisers through meetings, webinars, events and written communications.
• Communicate fund manager insights, PNI multi-asset investment performance and portfolio positioning.
• Assist adviser practices with onboarding new clients and/or transitioning assets into PNI multi-asset solutions.
• Respond to ad hoc adviser requests in a timely and professional manner.
• Maintain accurate adviser and prospect records within the CRM system.
• Oversee delivery of regular and ad hoc client reporting.
• Develop strong awareness of competitor offerings and wider market trends.

Marketing, Networking and Events, Content & Thought Leadership

• Develop presentation materials, sales literature and articles to support strategy promotion.
• Support PR initiatives within the Australian wholesale market.
• Identify and attend relevant conferences and networking events.
• Act as a brand ambassador within the Australian Financial Planning community.
• Collaborate with investment and marketing colleagues to deliver in-house seminars and investment presentations.
• Contribute to investment commentary, market updates, and portfolio insights.
• Stay abreast of market trends, regulation, and industry developments impacting managed accounts.

Compliance and Conduct

• Ensure all external-facing materials are compliant and approved prior to issue.
• Accurately record all adviser communications.
• Submit expenses accurately and within required timeframes.