Property Portfolio Strategist (Non-Sales Role)

About Dashdot Hi! We’re Dashdot, and we’re on a mission to transform the way the world invests. Doing so will help us serve our purpose of improving the lives of others and change the world by creating a more abundant society. We Are Proud To Be Recipients Of Prestigious Awards That Reflect Our Commitment To Excellence, Innovation, And Employee Wellbeing. Be Part Of a Company That Has Been Honoured With

• Most Outstanding Practice - Employee Flexibility
• AFR Most Innovative Company in Property, Construction, and Transport
• AFR 12th Fastest Growing Company in Australia
• AFR Growth Champions
• 2025 Breakthrough Culture Award Winner
• Deloitte’s Tech Fast 50 3 years in a row!

We are seeking an A team player to join our Dashdot team as a Property Portfolio Strategist as we embark on our next phase of growth. Your primary purpose as a Property Portfolio Strategist is to be the trusted advisor for clients who are starting their property journey with Dashdot. You will connect with clients to understand their life goals, build a custom property portfolio plan using our proprietary property portfolio thesis and use in-house planning tools to help them reach those goals, and walk them through these plans so they have the clarity and confidence needed to move forward. You’ll build trust through proactive, thoughtful communication and ensuring clients feel informed, supported, and confident at every stage. You’ll know when to go deep, when to simplify, and how to adapt your style to different personalities, expectations, and decision-making needs. While precise strategy and data underpin your recommendations, your value comes from translating that complexity into clear, actionable guidance clients can understand and commit to. As Dashdot evolves, you’ll remain adaptable, embracing changes to tools, processes, and ways of working while continuing to deliver a consistently high-quality client experience. The Reward

• Base salary of $100k + super.
• Freedom and flexibility: Work from anywhere.
• A fast-growing company with a vibrant, supportive team culture.
• Opportunities to make a tangible impact on clients’ lives.
• 6 weeks paid annual leave.
• Access to cutting-edge technology to support your success.
• A WFH booster to help you set up for remote working.

Your Responsibilities

• Own end-to-end client portfolio planning as a trusted portfolio advisor.
• Translate property portfolio strategy into clear, confident guidance clients understand.
• Proactively communicate with clients, providing timely updates and clarity.
• Conduct deep client discovery to understand goals, risk, and expectations.
• Build and present tailored portfolio strategies aligned to each client’s position & outcomes.
• Guide clients through decisions with confidence and professionalism.
• Collaborate with internal teams to ensure seamless client delivery in line with their Portfolio Plan.
• Adapt quickly to evolving tools, processes, and ways of working.

EssentialSkills and Qualifications:

• Proven experience in a client-facing role.
• Property industry experience or adjacent financial services background.
• Ability to explain complex ideas simply and confidently.
• Sound judgement and decision-making under ambiguity.
• Comfortable managing multiple client relationships simultaneously.
• Driven to look for strategic solutions to complex problems.

Desirable

• Background in mortgage broking, financial planning, or client success management.
• Experience presenting strategies or recommendations to clients.
• Familiarity with portfolio or financial modelling tools.
• Personal property investment experience.

Traits & Mindset (non-negotiable)

• Client-first and outcomes-driven.
• Calm, confident, and clear under pressure.
• Strong sense of ownership and accountability.
• Adaptable and comfortable with change.
• Curious, coachable, and committed to continuous improvement.
• High personal standards with a collaborative mindset.

The Culture At Dashdot we only hire A-team players. Our culture is built on Freedom and Responsibility. We trust our team members to manage their work autonomously while upholding our values and striving for excellence. We foster an environment of mutual respect, continuous improvement, and a commitment to personal and professional growth. Ready to make a difference? APPLY NOW and join us in transforming the way the world invests. A quick heads up: We use AI tools to support parts of our recruitment process, but every application is ultimately reviewed by our team, and all hiring decisions are made by humans. Our goal is to move faster and fairer, without losing the human touch. Questions? Just reach out.