▷ [15h Left] Director BDM - Adviser Services

Director BDM - Adviser Services

Department: Sales

Employment Type: Permanent - Full Time

Location: Melbourne

Description

We are seeking a driven Senior Business Development Manager in our Adviser Services team to deliver our market leading sales and service proposition to financial advisers. The successful candidate will exhibit a strong desire to drive key sales outcomes for the business and possess a high level of energy in building their client panel and managing strong existing relationships.

As a key contributor to the Betashares sales team, you will be expected to undertake the full spectrum of distribution activity — from developing genuine relationships with the client base, through meticulous follow up, query handling and collating in-depth performance analytics to achieve the best outcomes for the client.

Previous experience working as a Business Development Manager in the financial services industry, with existing strong relationships, will be highly regarded in this role, as will a strong knowledge of investment markets, economics, statistical measures and the portfolio construction processes.

The role will be Melbourne based and may require interstate and regional travel. The role ultimately reports to the State Manager; however the successful candidate will be a highly motivated self-starter willing to hit the ground running.

This is a fantastic step up into a senior sales role in one of the most innovative and progressive funds management firms in the financial markets industry.

Role Responsibilities

- Conduct the role as a team-first player.
- Execute on overall team sales strategy within the financial adviser channel.
- Adviser panel will include both IFAs and leading advisers within national groups.
- Meticulous end-to-end sales process execution i.e. prospecting, booking meetings, conducting meetings and all follow-ups.
- Lead identification, follow-up activity, client profiling and setting up meetings.
- Maintain and exceed key sales activity targets, which includes calls, meetings and CRM upkeep.
- Cultivate and manage client relationships by ensuring that Betashares provides exemplary client services to financial advisers.
- Position investment ideas and portfolio construction principles with clients to demonstrate the benefits of Betashares products in client portfolios.
- Consistently strive to raise the profile of Betashares as a company and the investment solutions it provides.
- Proactively organize seminars/webinars, conferences and PD Day participation.
- Manage an efficient schedule to be in constant engagement with new and existing clients, coordinate collateral for meetings and presentations.
- Capture sales activities and track the progress of sales opportunities in CRM, prepare regular management and pipeline reports.
- Embodiy a high degree of integrity and always act within compliance of the industry regulations.

Skills & Experience

- Undergraduate tertiary qualifications essential. Post-graduate qualifications will be highly regarded.
- 5-10 years of previous experience in the financial services industry (preferably in funds management and investment platforms), with a primary focus on adviser sales.
- Strong sales skills, interpersonal skills and presentation skills.
- Willingness to prospect and outbound call clients will be a key focus.
- Experience working within planned monthly sales activity targets and contributing to a sales target.
- Knowledge of the portfolio construction processes, and asset allocation as applied by advisers.
- Highly organised and able to multi-task.
- Exceptional verbal and written communication skills.
- Strong character and professional references.

Reasons To Join Us

What We Offer

Betashares believes our most important asset is our people and we are proud of the culture we have built – but we are always striving to be better. We want every Betashares employee to be doing their best work and developing their careers. In addition to a competitive salary, we also offer:

- Continuous career development and training opportunities
- Access to a health and wellbeing platform with physical, mental, social and financial support programs available.
- Volunteering days off, so you can contribute to a cause that matters to you.
- Conveniently located CBD offices with fully stocked kitchens, team breakfasts and catered lunches on a regular basis.
- Fun and inclusive social events.

Our Values

As our business continues to grow, we’re committed to creating a workplace that gives us all the best opportunity to succeed, and that is enjoyable to be a part of. We prize ambition and drive, but equally we value honesty and humility.

We support each other, and we respect our clients and our competitors. Innovation is in our DNA, and we are always looking for better ways to do things and are willing to take measured risks and learn from our mistakes along the way.

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