Business Performance Catalyst

Business Performance Catalyst

This role is a pivotal leadership position within our organization, accountable for helping a defined portfolio of brokers grow more productive, profitable, and sustainable businesses.

As a Business Performance Catalyst, your role extends beyond coaching - you are a strategic partner, business advisor, and performance enabler who works side-by-side with brokers to unlock growth and deliver on our key objectives.

• Conduct structured business planning sessions to drive strategic decision-making.
• Deliver tailored coaching based on performance, goals, and stage of business maturity to improve commercial outcomes.
• Facilitate peer-group training sessions to foster knowledge sharing and best practices.
• Track and support brokers' progress against SMART goals and key milestones to ensure measurable success.

• Identify growth levers including lead generation, conversion optimization, and referral partnerships to drive revenue growth.
• Help brokers develop customer acquisition strategies and increase lifetime value to enhance customer retention.
• Drive adoption of diversification strategies across asset finance, commercial, and white-label products to broaden revenue streams.
• Use data insights and benchmarking to drive margin and operational improvement.

• Support brokers (in collaboration with compliance specialists) to remain compliant and safe, with an average audit score above 6.0.
• Drive adoption and optimal usage of core systems to enhance productivity and efficiency.
• Be the go-to person for coordination of internal support (e.g., marketing, talent development).

• Ensure consistent participation in professional development days, conferences, and state training programs (target: 75% attendance across portfolio).
• Collaborate with training specialists to identify and address skills gaps to ensure broker readiness.
• Promote use of performance pathways to drive continuous learning and improvement.
• Support the customer journey from lead to settlement, ensuring brokers understand key performance metrics.

• Be the broker's advocate within our organization, ensuring needs and blockers are escalated and addressed.
• Coordinate with implementation, training, recruitment, and specialist teams to deliver seamless broker support.
• Lead or support sessions such as call-a-thons, workshops, and onboarding retreats to drive engagement and results.
• Maintain accurate records of coaching sessions, commitments, and progress to inform decision-making.

• Strategic business acumen and strong understanding of mortgage industry economics.
• Proven coaching skills and ability to influence behavioral and commercial outcomes.
• Ability to motivate and hold brokers accountable while building high-trust relationships.
• Strong facilitation and communication skills, capable of leading groups and managing individual coaching.
• Excellent time management and prioritization in a fast-paced, target-driven environment.

This role requires a minimum of 3 years' experience in a senior financial services, business coaching, or mortgage broking role. Demonstrated experience improving performance across multiple businesses is also essential.

• Flexibility & Balance: Hybrid Working, Flexible Leave, Me Days, Religious & Cultural Swap Leave, Extra Annual Leave
• Family & Wellbeing: Paid Parental Leave, Paid Fertility Treatment Leave, Personal Leave, Wellbeing Support
• Growth & Development: Paid Study Leave, Learning & Development Programs, Accelerate Program
• Community: Employee Volunteering Program, Paid Volunteer Day

We value diversity and inclusion in our workplace and strive to create an environment where everyone feels valued, respected, and supported.