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Business Development Associate
1 month ago
We're seeking a dynamic and motivated Business Development Associate to join our team in Sydney or Melbourne. This is your chance to build meaningful relationships across the investment industry and help drive growth.
About Lonsec
Lonsec is one of Australia's leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights. This is an exciting opportunity for a Client Services Officer to join our team to support our client-focussed growth strategy.
About The Role:
The Business Development Associate is responsible for supporting the sales team by tracking contract expiries, assisting with client relationship management, and contributing to the achievement of sales targets.
Reporting to the Head of Sales, the Business Development Associate will ensure that sales pipelines are tracked, contract renewals are managed efficiently and that clients receive timely follow-ups.
Responsibilities:
- Monitor contract timelines to ensure timely renewals and accurate CRM record-keeping
- Provide administrative support to the sales team, including assisting with preparing proposals, pitch decks and presentations.
- Assist in business development efforts by identifying prospects and supporting client acquisition
- Build and maintain strong client relationships to support satisfaction and retention
- Collaborate across internal teams to address client needs and contribute to broader business objectives
- Tertiary qualifications in Business, Commerce or related discipline or equivalent comparable work experience
- Proven sales support experience in financial services, with solid understanding of industry operations
- Skilled in managing client relationships, agreement renewals, and CRM systems such as Salesforce to manage pipelines, track activity, and generate reports.
- Strong interpersonal, presentation, and communication skills with client-facing experience
- Proven ability to build relationships, manage tasks, and meet deadlines with attention to detail
- Highly organised with effective time management to coordinate multiple responsibilities
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Paid parental leave
- Volunteer and Study leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.
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