Sector Client executive - Wealth and Asset Management

Sector Client Executive - Wealth and Asset Management

The opportunity

As our Client Executive – Wealth & Asset Management, you’ll play a pivotal role in delivering exceptional client service to leading wealth and asset management organizations. You’ll drive global account strategy, lead client-facing business development, and build senior-level relationships that create long-term value.

This is a hybrid position that can be performed from any of our EY offices across Australia. Our roles can potentially be adjusted to work flexibly with reduced hours—please speak with us about potential options.

Your key responsibilities

• Lead global account strategy and growth, driving revenue and deepening relationships with major wealth and asset management clients.
• Work with EY’s leadership team to manage one of our largest and most complex accounts through the origination of new opportunities and the development of sincere, lasting client relationships.
• Manage the sales process for a portfolio of strategic opportunities, including identifying and closing new business.
• Drive the sales of large, complex technology-enabled transformation projects and managed services engagements, ensuring alignment with client needs and organisational goals.
• Take ownership of understanding client challenges and engaging the right EY resources to architect and close new business opportunities.
• Ensure consistent pricing and contractual arrangements within the account.
• Conduct win/loss reviews to determine what factors caused the firm to win or lose business and proactively share this information with the account team.
• Coach the account team regarding account management activities, including the account management system.

Skills and attributes for success

• Ability to build and sustain trusted relationships with C-suite executives, demonstrating strong executive presence and influencing skills.
• Commercial acumen and sector expertise to identify opportunities, negotiate complex agreements, and deliver client-centric solutions.
• Proven capability to lead account strategy and foster innovation through alliances and digital transformation initiatives.
• Experience within a professional services environment will be highly regarded and help you thrive in this role.

Ideally, you’ll also have the skills and attributes below but don’t worry if you don’t tick all the boxes. We’re interested in your aptitude, attitude and willingness to learn. 

• Demonstrated experience selling to, or managing relationships with, C-suite executives and heads of business units within Financial Services.
• Experience managing complex, multi-stakeholder enterprise sales cycles within wealth and asset management or broader financial services.
• Strong influencing skills and ability to navigate a matrixed organisation, balancing client priorities with firm objectives.
• A proven ability to lead virtual teams brought together around an account opportunity.
• Detailed financial knowledge gained through selling complex solutions.
• A high degree of self-drive and tenacity, with the ability to proactively manage your own priorities in an autonomous environment.

What we offer you

At EY, we’ll fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.

• Career development: At EY, your career is yours to shape! We’ll develop you with future-focused skills and equip you with world-class experiences ey.com/au/careerdevelopment
• Flexible work arrangements: Our flexible work policies empower you to balance your professional and personal life, fostering a culture of trust and autonomy. 

• A comprehensive benefits package: From a yearly wellness incentive, to access to additional 8 weeks of flex leave per year, and family-friendly policies, including 26 weeks of gender-neutral paid parental leave, we cater to your diverse needs to help you thrive both personally and professionally www.ey.com/au/benefits     

Acknowledgement of Country

EY acknowledges the Traditional Owners and Custodians of the lands on which EY offices are located around Australia. We pay our respects to their cultures, and to their Elders — past, present, and emerging. Find out more about our vision for reconciliation at ey.com/en_au/careers/indigenous

Diversity, equity, and inclusiveness (DE&I) are core to who we are, how we work and how we live our values. We encourage applications from people of all ages, nationalities, abilities, cultures, sexual orientations, and gender identities and are committed to providing an equitable and barrier free recruitment experience for all. We encourage you to share any support and adjustments you need to be your best and participate equitably in our recruitment process. We understand sharing your needs with us can be daunting, so if you have questions before or during your application, we welcome you to get in touch at contactrecruitment@au.ey.com or +61 3 8650 7788 (option 2). Anything you tell us will be kept completely confidential.

Are you ready to shape your future with confidence? Apply today. 

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Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider. 

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