Growth Leader – Financial Channel

1 week ago

Sydney, New South Wales, Australia beBeeClient Full time $150,000 - $200,000
Business Development Manager Role

Australian Ethical seeks a skilled Business Development Manager to contribute to its growth within the financial planning channel, targeting adviser and dealer groups.

The ideal candidate will leverage their experience building, deepening and retaining client relationships as well as supporting and driving client acquisition strategies to help achieve net flows and FUM growth targets.

Key Responsibilities:
  1. Develop, manage and grow IFA and adviser relationships to improve market position and achieve growth targets.
  2. Represent the brand and values in the adviser market at meetings, conferences and events.
  3. Continually identify, develop and assess opportunities for increased brand and FUM growth in the adviser channel.
  4. Develop relationships with key stakeholders in platforms and dealer groups to identify new sales and marketing opportunities and activity.
  5. Contribute to corporate objectives including short and long term FUM growth, net flow, brand and profit targets.
  6. Align activity to targeted expenses across key areas such as conferences and sponsorships to maximise ROI in channel.
  7. Develop and manage a panel of adviser and dealer group relationships through online and face-to-face meetings and stakeholder presentations.
  8. Identify product, process and service improvements to support adviser satisfaction.
Requirements:

The successful candidate will have a passion for delivering exceptional experience to clients, bringing a consultative approach to forming and deepening relationships whilst achieving sales targets.

They will have 5 years' experience in a client facing role within Investments and Super, with a focus on the adviser channel. Experience in some or all of the following – investments, superannuation, platforms, insurance and/or financial advice is desirable.

Demonstrated customer service ethic with the ability to cultivate positive relationships and beneficial outcomes is essential.

Relevant qualifications including ASIC RG146 or Diploma of Financial Services are required.

What We Offer:

A competitive salary with bonus earning potential.

Hybrid work arrangements.

Wellbeing program that includes an extra 5 days of leave above statutory requirement.

Purpose aligned volunteer days.

20 days paid annual leave with an extra 3 paid days of annual leave over the Christmas period.

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