
Future Growth Opportunities
3 days ago
We are seeking a seasoned Business Development Manager to join our team and contribute to our growth within the financial planning channel. The ideal candidate will have a strong track record of building, deepening, and retaining client relationships, as well as supporting and driving client acquisition strategies.
This is an exciting opportunity for a motivated and results-driven individual to make a meaningful impact and be part of our company's growth journey.
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.
- Continually 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.
- 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 We Offer:
- A competitive salary with bonus earning potential.
- Hybrid work arrangements.
- A 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 the Christmas period.
Our Commitment:
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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