Account Manager

About Momentum Waikato Community Foundation

As a member of Community Foundations of Aotearoa New Zealand, Waikato Community Foundation exists to simplify and enable local philanthropy. Their region covers the entire Waikato and Coromandel. They ensure donors’ generosity delivers real and lasting benefits through endowment funds and activities that have real impact.

An opportunity has arisen for a hands-on Account Manager to build trusted relationships with those working in the Professional Advisor Network. You will liaise with lawyers, accountants, wealth managers, and Fund Champions to promote their products and services to support the growth of their community foundation.

The Position

• Establishing networks with Professional Advisors to build trusted working relationships.
• Regularly meeting with key contacts and stakeholders
• Preparing presentations to deliver to the Professional Advisors.
• Confidently encouraging Professional Advisors to have conversations with their clients about bequests, trust transfers and establishing new funds.
• Growing a pipeline of new bequests and trust transfers / resettlements
• Supporting the Momentum team with follow-ups on opportunities and leads.

About you

• Confident creating presentations in formal settings with Professional Advisors.
• Experienced in building networks and business development opportunities.
• A proven record of meeting KPIs.
• Articulate communication style, both oral and written.
• Confident using Microsoft Office 365 and CRMs.
• Willingness to travel around Waikato and Coromandel, which may include a night away every couple of months.
• Flexible and nimble to adapt to the ever-changing needs of their community foundation.

If you are a passionate, community focused person who is committed to the Waikato & Coromandel region’s future, and enjoy being part of a small, fast-paced team with a big purpose, this role is for you.

Or, for further information about this job, please contact : Judy Davison - Executive Recruitment & Business Development Email : judy@assetrec.co.nz Phone : 027 471 4024

Share On Social

Share on Facebook Tweet this Job Share on LinkedIn

#J-18808-Ljbffr