Business Development Manager

4 hours ago

Sydney, New South Wales, Australia Zenith Investment Partners Full time
About the Role

Zenith Investment Partners is a leading investment research and consulting business, specialising in managed funds research, consulting, and investment solutions for financial advisers and their clients. As a Business Development Manager, you will play a key role in driving sales growth and client satisfaction for our organisation.

Key Responsibilities
  • Develop and maintain strong working relationships with existing clients and generate leads from our prospect database.
  • Achieve personal and business budget outcomes, including new sales initiation and conversion, and support client retention.
  • Collaborate across the group, representing the client perspective on group initiatives, and source, qualify, and support conversion of client leads for others.
  • Work closely with other stakeholders to identify new business product and service opportunities from existing and new accounts through accurate sales planning.
  • Maintain all client records and personal sales opportunities via our CRM system.
  • Develop and maintain a strong reputation in our target client segments, with relevant industry knowledge and strengthening long-term strategic relationships.
  • Develop a strong understanding and awareness of our group proposition to create highly targeted sales campaigns and product sales plans.
  • Initiate and implement sales ideas and plans, including developing and tracking quarterly sales plans.
  • Play an active role in executing agreed client sales and marketing campaigns.
  • Set and maintain high-quality activity levels with clients and other stakeholders.
  • Maintain our client database (Salesforce) to ensure rich and current client data is available for all sales and marketing activity.
  • Provide relevant market insight and knowledge to our product and service development program.
  • Focus on solution-based selling primarily into Fund Managers and financial technology providers.
  • Maximise new business opportunities in existing accounts through close client contact and strategic new business campaigns.
  • Deliver a strong client service offering from presenting to closing and delivering client sales opportunities.
  • Maintain consistently high standards of professionalism and integrity in all dealings with clients, suppliers, and staff.
  • Set an appropriate example to others in working as part of a focused team.
  • Maintain RG146 compliance.
  • Represent the Group in agreed conference and sponsored events, and its potential uses in the Australian/Asian markets.
Requirements
  • A minimum of 5 years' experience in a business development manager role, with strong knowledge in investment management, financial data collection and management, investment structures, and portfolio construction.
  • Experience within a data analytics, FinTech, investment research, financial planning, or funds management organisation is ideal.
  • Self-driven and able to work independently.
  • Excellent written and verbal communication skills.
  • A broad, current, and credible funds management relationship network, as well as platforms and paraplanning groups.
  • A strong reputation as a team player with demonstrable client relationship management skills and proven sales results.
  • Strong experience in sales planning and execution across all levels of clients, including developing client collaboration initiatives, presentation delivery, price negotiation (as required).
About Us

Zenith Investment Partners is a fast-paced entrepreneurial company that is growing rapidly internationally. We offer a pleasant, ambitious, and professional working climate with good opportunities for further development. We are committed to fostering an environment that welcomes individual perspectives, backgrounds, and life experiences. We offer a range of wellbeing offerings and discounts on everyday spending, as well as flexible work options under our Versatile Work Practices.

We are always looking for committed and energetic individuals to be a part of our team. If you're looking for a collaborative, supportive, and inclusive environment and would like to be part of Zenith's rapid growth, we encourage you to apply now.

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