Lead Channel Growth Specialist

1 week ago

Sydney, New South Wales, Australia beBeeLeadership Full time $80,000 - $150,000
Business Development Role

We are seeking a Business Development Manager to contribute to our growth within the financial planning channel, targeting adviser and dealer groups. The successful 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:
  • Develop and manage IFA and adviser relationships to improve market position and achieve growth targets
  • Represent the brand and values in the adviser market at meetings, conferences and events
  • Identify, develop 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 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 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 ability to take initiative and present with confidence
  • Alignment with company values – Action, Authenticity, Empathy, Curiosity and Connection
What's In It For You?
  • A competitive salary with bonus earning potential
  • Hybrid work arrangements
  • Wellbeing program that includes extra leave above statutory requirement
  • Purpose aligned volunteer days
  • 20 days paid annual leave with additional 3 paid days of annual leave over Christmas period

We value diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.

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