Business Development Manager

Business Development Manager – Financial Services

• Remote opportunity based in Sydney, Adelaide or Perth
• Dynamic, Asset Management Company. Small, friendly team
• Permanent FT position, fantastic business development role

If you have experience in within the Financial Services sector and a strong track record of Business Development, we would love to talk to you

The Company

Our client is INNOVA Asset Management. Established in 2010, INNOVA stands as a boutique asset consultancy specialising in creating and managing multi-asset managed accounts that are unique to market. What sets INNOVA apart is it's distinctive approach to portfolio construction, integrating insights from behavioural finance and backed by thorough research and academic support. INNOVA's purpose is to create forward-thinking solutions to drive investment growth, minimise risk and ultimately, better serve Financial Advisers and our investors.

The Job:

This is an exciting opportunity to drive business growth in the SA/WA/NSW markets. Working autonomously and being highly motivated, you will drive revenue growth within Innova Asset Management through the promotion of their portfolio solutions to existing and prospective clients – Financial Planners. This will be accomplished by generating and following up on new business leads, building rapport with existing and potential clients and leveraging any existing referral networks.

NB. Interstate travel and overnight stays away for work will be required to fulfil the requirements of the role.

Role may be fully remote if based in South Australia or Western Australia, with travel to Sydney, Adelaide &/or Perth required on every 2-3 months.

• Drive revenue growth and achieve targets with existing and prospective clients (through referrals, networking, cold calling, advertising, or other lead generation).
• Delivering sales presentations to existing and prospective clients. These may include conferences, large adviser workshops or adviser showcase day presentations.
• Following up leads from various referral sources and regularly meeting with prospective clients.
• Service, management and expansion of existing clients (financial advisers) as well as other Innova stakeholders via phone, email, and face-to-face conversation.
• Ownership of deals in Innova CRM, ensuring data is accurately captured and maintained on a regular basis.
• Provide ongoing support to new businesses transitioning to Innova's implemented services.
• Provide input into the marketing collateral and continually refine and improve on Innova's communication methods.
• Maintain strong relationships with referral sources through regular contact and meetings.
• Attend industry functions (such as association events and conferences) .

Your skills:

To be successful in this role, you will demonstrate:

• Bachelor degree in Finance, Economics or Commerce (desirable)
• A strong track record or Business Development, Sales or Practice Management within the Financial Services Sector
• In-depth understanding of funds, investment and/or asset management
• Experience and existing network in the financial planning sector would be highly regarded
• Exceptional communication and client service focus
• A high level of motivation and self-drive. Willing to go the extra mile to generate new business, but also able to work within a team and support others
• Strong commercial and negotiation skills, with a high level of attention to detail

The Benefits: [to be reviewed/completed]

• Successful, reputable, quality company
• Small, friendly team
• Location: Adelaide, Perth or Sydney. Can be remote or based from serviced office but must be close to city to facilitate client meetings and travel
• Great salary package with bonus

To Apply:
If you have experience in within the Financial Services sector and a strong track record of Business Development, we would love to talk to you Please click
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to submit your application.