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Business Development Manager
2 months ago
Zenith Investment Partners, a leading investment research and consulting business, is seeking a Business Development Manager to drive sales growth and client satisfaction in QLD. As a key member of our team, you will develop and maintain strong relationships with existing clients, generate leads, and market to our prospect database.
Key Responsibilities- Achieve personal and business budget outcomes, including new sales initiation and conversion, client retention, and sales growth for Zenith, Chant West, and FE fundinfo's range of managed accounts and consulting solutions.
- Collaborate across the group, representing the client perspective on group initiatives, sourcing, qualifying, and supporting conversion of client leads for others.
- Develop and maintain a strong reputation in our target client segments, with relevant industry knowledge and strengthening long-term strategic relationships within QLD.
- Initiate and implement sales ideas and plans, including reporting on progress via 90-day planning.
- 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 a rich and current client database (CRM) to support sales and marketing activity.
- Provide relevant market insight and knowledge to our product and service development programme.
- Maintain consistently high standards of professionalism and integrity in all dealings with clients, suppliers, and staff.
- Set an example to others in working as part of a focused team.
- Maintain RG146 compliance.
- Represent the Group in agreed conference and sponsored events.
- A minimum of 5 years' experience in a business development manager role, with strong knowledge in investment management, managed account delivery, managed fund research, super, and/or investment consulting.
- Knowledge of financial planning processes, particularly client segmentation and transition.
- Self-driven and able to work independently.
- Excellent written and verbal communication skills.
- A broad, current, and credible adviser relationship network, including dealer principals, advisers, 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, and price negotiation.
- An opportunity to capture the QLD market.
- A varied role with opportunities for initiative and collaboration with other motivated professionals.
- The chance to make your mark on the success of a fast-paced entrepreneurial company growing rapidly internationally.
- A pleasant, ambitious, and professional working climate with good opportunities for further development.
- A culture that values continuous learning and development to retain brand integrity within the global fund industry.
- A 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.
- A range of wellbeing offerings and discounts on everyday spending.
- Flexible work options under our Versatile Work Practices.
