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Investment Growth Specialist

4 weeks ago

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

Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients.

We acquired FE fundinfo, a global leader in investment fund data and technology. As our Business Development Manager, you will contribute to increasing sales growth and client satisfaction for Zenith, Chant West, and FE fundinfo.

Key Responsibilities:
  • Achieve personal and business budget outcomes – including new sales initiation and conversion, plus support client retention, for our range of investment and super research, solutions, and relevant digital tools
  • Actively collaborate across the group, representing the client perspective on group initiatives, plus sourcing, qualifying, and supporting conversion of client leads for others
  • Work closely with other stakeholders in the office 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 our 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 and awareness of our 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 our 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
  • Maximise 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 the client sales opportunities
  • Maintain consistently high standards of professionalism and integrity in all dealings with clients, suppliers, and staff (directly supporting our brand and values)
  • Set an appropriate example to others in working as part of a focused team
  • Maintain RG146 compliance
  • Represent the Group professionally at conferences and sponsored events (including organisational support)

To succeed, you will need a minimum of 5 years' experience in business development manager roles, with strong knowledge in investment management, financial data collection and management, investment structures, and portfolio construction. Ideal candidates will have experience within a data analytics, FinTech, investment research, financial planning, or funds management organisation.

You must be self-driven, able to work independently, and possess excellent written and verbal communication skills. A broad, current, and credible funds management relationship network as well as platforms, paraplanning, and relevant technology partner groups are essential. Strong experience in sales planning and execution across all levels of clients, including developing client collaboration initiatives, presentation delivery, price negotiation, is required.

What We Offer:
  • A varied role with opportunities for initiative and collaboration with experienced 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 fosters continuous learning and development to retain our brand integrity within the global fund industry
  • An environment that welcomes individual perspectives, backgrounds, and life experiences
  • Eligibility for discretionary bonus and commission
  • 4 days study leave per annum
  • $4000 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