Investment Solutions Specialist

4 days ago

Sydney, New South Wales, Australia Zenith Investment Partners Full time
Job Overview

Zenith Investment Partners is a leading provider of investment research and consulting services, specializing in managed funds research, consulting, and investment solutions for financial advisers and their clients.

The Business Development Manager will play a key role in driving sales growth and client satisfaction for Zenith. You will develop and maintain strong working relationships with our existing clients, generate leads, and market to our prospect database.

Key Responsibilities
  • Achieve personal and business budget outcomes, including new sales initiation and conversion, as well as support client retention, for Zenith's range of investment and super research, solutions, and digital tools.
  • Actively collaborate across the group, representing the client perspective on group initiatives, sourcing, qualifying, and supporting the 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 the group's CRM.
  • Develop and maintain a strong reputation in our target client segments, with relevant industry knowledge and strengthening long-term strategic relationships.
  • Develop a deep understanding of the Zenith 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 the 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.
  • Maximize 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, directly supporting the Group's brand and values.
  • Set an appropriate example to others in working as part of a focused team.
  • Maintain RG146 compliance.
  • Represent the Group professionally in agreed conferences and sponsored events, and their potential uses in the Australian/Asian markets.
Requirements
  • You must have a minimum of 5 years' experience in a Business Development Manager role(s), with strong knowledge in investment management, financial data collection and management, investment structures, and portfolio construction.
  • You will ideally have experience within a data analytics, FinTech, investment research, financial planning, or a funds management organization.
  • You must be self-driven and able to work independently.
  • You must have excellent written and verbal communication skills.
  • You will have a broad, current, and credible funds management relationship network as well as platforms, paraplanning, and relevant technology partner groups.
  • You will have a strong reputation as a team player with demonstrable client relationship management skills and proven sales results.
  • You must have strong experience in sales planning and execution across all levels of clients, including developing client collaboration initiatives, presentation delivery, price negotiation (as required).
Benefits
  • This role offers a varied set of responsibilities that welcome initiative and collaboration with other motivated and experienced professionals.
  • The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally.
  • A pleasant, ambitious, and professional working climate with good opportunities for further development.
  • A culture that emphasizes continuous learning and development to ensure that we retain our brand integrity within the global fund industry.
  • Commitment to fostering an environment that welcomes individual perspectives, backgrounds, and life experiences.
  • Eligibility for discretionary bonus and commission.
  • 4 days study leave per annum.
  • $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy).
  • A range of wellbeing offerings and discounts on everyday spending.
  • Flexible work options under our Versatile Work Practices.

With a competitive salary of $120,000 - $150,000 AUD per annum, plus bonuses and commissions, you will have the opportunity to grow your career in a dynamic and supportive environment.

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