Strategic Client Growth Manager

1 day ago

Sydney, New South Wales, Australia beBeeBusiness Full time $120,000 - $160,000

About Us

We are a leading financial institution dedicated to creating a better world through our investments. With over $14 billion in funds under management, we offer a diverse range of award-winning managed funds and superannuation products.

Our mission is to make a positive impact on the lives of our clients and the communities we serve. We have been pioneers in this space for almost 40 years, proving that money can be a force for good by staying true to our values.

Your New Role

As a Business Development Manager, you'll play a key role in driving our growth within the financial planning channel, targeting adviser and dealer groups. You'll leverage your experience building and maintaining strong relationships with clients as well as developing and implementing client acquisition strategies to help achieve our growth targets.

Key Responsibilities Include:

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

Requirements:

  • 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
  • Demonstrated customer service ethic with the ability to cultivate positive relationships and beneficial outcomes
  • Relevant qualifications including ASIC RG146 or Diploma of Financial Services
  • Strong verbal and written communication skills, and the ability to take initiative and present with confidence
  • Alignment with our values – Action, Authenticity, Empathy, Curiosity and Connection

What's in it for you:

  • A competitive salary with bonus earning potential
  • Flexible work arrangements
  • An industry-leading wellbeing program that includes additional leave and volunteer opportunities
  • Opportunities for professional development and career growth

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