Associate Director - CommSec Platinum

• Manage and grow a portfolio of high-value, sophisticated clients
• Play a key role in distributing exclusive capital markets opportunities
• Work from Sydney, Melbourne or Perth

See yourself in our team

CommSec is Australia’s leading online broker, trusted by self-directed investors for over 30 years. CommSec One is our premium offering for active and affluent clients, providing tailored service and access to a broad range of investment opportunities.

Within this, the Platinum Desk manages relationships with a select group of our most valued clients—delivering a highly personalised, market-leading experience while driving growth across the business.

Do work that matters

As an Associate Director, you’ll take ownership of a portfolio of high-value retail and wholesale clients, acting as their trusted partner across market engagement and execution.

Operating within an execution-only framework, you’ll lead informed and compliant market discussions, distribute capital markets opportunities, and identify new UHNW and sophisticated investor relationships.

You’ll also play a key role within the Platinum Desk, contributing insights on client trends, product positioning and service evolution to continually enhance our premium offering.

Your key responsibilities include:

• Manage and deepen relationships with a portfolio of sophisticated clients

• Lead compliant market discussions within the general advice framework

• Support distribution of capital markets opportunities (IPOs, placements, structured transactions)

• Identify and develop new UHNW and sophisticated investor opportunities

• Navigate complex client scenarios, including risk and escalation conversations

• Contribute to business growth through client insights and opportunity identification

• Collaborate across CommSec and the Group to deliver a seamless client experience

We’re interested in hearing from you if you have:

• Relative experience in financial markets

• Strong experience working with sophisticated, wholesale or UHNW clients

• Deep market knowledge with the ability to communicate clearly and compliantly

• Proven track record managing complex client relationships and delivering commercial outcomes

• Strong regulatory awareness and sound judgement in client interactions

• Experience distributing investment opportunities within a general advice framework

• RG146 accreditation (General and Securities required)

What’s in it for you?

• Manage a high-value, influential client portfolio

• Work in a high-performing, client-centric environment

• Access to a broad product suite and ongoing career development

• Competitive salary, performance incentives in a flexible working environment and a supportive team culture

If you’re a market-savvy professional who thrives on building trusted client relationships and delivering exceptional outcomes, we’d love to hear from you.