Job Description

About Kernel

Kernel develops innovative investment products including new index-tracking funds providing more diverse market exposure. Kernel’s rapidly growing investor base is made up of both wholesale and retail investors, who enjoy the benefits of state-of-the-art technology, low fees, and a unique product offering.

In the past year Kernel has launched a series of equity index funds, and recently this product range has expanded to include the lowest cost global equity funds offered by any NZ fund manager.

We are a digitally powered investment provider, with a growing team that is quickly developing a reputation for innovation and market firsts. Building our investors long-term wealth is at the heart of what we do at Kernel, this means long-term thinking is front of mind for our entire team, as we continue to design and launch a range of investment solutions for our diverse range of investors.

Role Summary

• We are seeking a high energy, self-motivated individual to support and build on the success of the team to date. The primary responsibility of the role is to drive the growth of Kernel across a broad range of wholesale investor and intermediary segments, with a focus on the long term-relationship of the clients, and using gathered insights to help further shape Kernel’s overall offering.
• You will be maintaining existing relationships, and opening new channels, and will have an ability to connect meaningfully with these customers in a professional manner. A core focus on the role will be expanding the business across client segments.
• This on the pulse role will also see you shape the growing Kernel product offering, from presenting new product concepts through to the roll out of new technology solutions.
• Experience in the financial markets environment of 3-5 years’ in this client facing role is ideal, however, more important is your aligned values and a passion for long-term customer outcomes.
• This is an opportunity to think outside of the box, build knowledge and a career in an innovative and progressive financial services firm, and to have direct input to the future development of Kernel’s product range.

Responsibilities

• Represent Kernel, our values and vision.
• Prospect, develop, grow, and maintain client relationships.
• Educate on our product range, position investment ideas, and provide general client support services.
• Travel domestically. Attend industry events, meet clients, and propose new ideas for client engagement.
• Manage day-to-day operational duties (i.e. manage and track customer growth, report weekly activities, and accomplishments, etc.).
• Conduct client portfolio analysis, create investment reports and research, and provide regular commentary and insight to the market.
• Work closely with the Kernel team to enhance and shape our strategic plan and generate future growth.
• Provide feedback internally on client interest for product development and sales strategy.