Lonsec

Operations

• Lead and mentor the Operations team, supporting Research and Ratings while driving a culture of continuous improvement
• Oversee delivery schedules and collaborate with sector leads to ensure research outputs and contractual timelines are met
• Manage client contracting processes with Legal and Sales, and drive reporting and process optimisation
• Address data quality and system compliance issues in partnership with Data, Technology and Research teams, while owning key applications and related business processes
• Support product development and client engagement, provide operational insights, deliver management reporting, and help meet compliance obligations

Operations Manager

Business Development Rep

• Work collaboratively with the Head of Sales to shape and execute strategies aligned with Lonsec’s broader objectives, including client segmentation and new business development
• Establish, maintain and nurture strong, trusted relationships with Licensee groups and Asset consultants and, in collaboration with other GDG Group sales teams, key stakeholders within large licensee groups, to support Lonsec’s growth
• Partner with Marketing to analyse industry trends and client needs, helping inform sales tactics and guide product development initiatives
• Manage CRM tools for accurate forecasting, maintain a healthy pipeline, and report against KPIs to drive continual improvement
• Work closely with internal teams to foster a positive, client-focused culture while supporting broader business goals and cross-functional initiatives

Business Development Manager – Financial Advisors

Marketing

• Delivering email marketing campaigns and maintaining accurate, well-segmented distribution lists through Salesforce Marketing Cloud
• Preparing post campaign performance reporting and using insights to optimise future activity
• Creating digital and print assets in Canva, Adobe Creative Cloud and Microsoft Office
• Managing Evidentia Group’s social media presence with timely on brand content
• Updating and maintaining website content in WordPress
• Supporting video production, including filming, content capture and editing coordination
• Supporting the planning and delivery of events and webinars
• Updating marketing templates, pitch decks and branded collateral in line with brand guidelines
• Liaising with external partners including event providers, printers and creative suppliers
• Providing general support across the Marketing & Communications team and assisting the Brisbane office as needed

Operations Manager

Business Development Manager – Financial Advisors

Marketing Coordinator