Business Development Associate

About La Trobe Financial

Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading returns and to provide financial solutions that make dreams into reality.

The Opportunity

We are seeking a driven and proactive Business Development Associate to join our high-performing sales team. This role is pivotal in expanding our footprint among Australian and New Zealand financial advisers through strategic outbound sales activities.

You will play a key role in identifying new business opportunities, nurturing leads, and supporting the broader distribution strategy. This extends to supporting existing strategies and the successful launch of new products to the market. You will represent La Trobe Financial in a professional, friendly manner and demonstrate our corporate values.

Key Responsibilities

• Conduct high-volume outbound sales calls to financial advisers to generate new business opportunities.
• Promote La Trobe Financial's full asset management product suite - supporting existing strategies and the launch of future strategies
• Qualify leads and schedule meetings for senior distribution team members.
• Maintain accurate records of interactions and pipeline activity in CRM systems.
• Collaborate with the distribution and marketing teams to execute targeted campaigns.
• Attending Business Development Events – PD Days, Conferences etc
• Provide timely follow-up and support to prospects and clients.
• Stay informed on industry trends, competitor offerings and regulatory developments.
• Assist in preparing sales materials, presentations, and reports including product comparisons and portfolio blending
• Contribute to team goals and KPIs through consistent performance and initiative.
• Ability to travel as required for divisional workshops, presentations, PD Days and Conferences
• Represent La Trobe Financial in a professional manner and always demonstrate La Trobe Financial's corporate values

About You

This role requires the successful applicant to possess a minimum of 1–3 years of experience in a sales, business development, or client-facing role, preferably within financial services.

Additional skills and experience required include:

• Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
• Strong communication and interpersonal skills, with a confident phone presence.
• Proven ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Familiarity with CRM and sales reporting tools.
• Understanding of the Australian financial advice landscape is highly desirable.
• Strong ability to problem solve and handle objections.
• Self-motivated to achieve individual and team targets in line with divisional objectives

Employee Benefits

We're all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working here even better:

• Celebrate your birthday – with a paid day off, just for you
• Give back – with paid volunteer days to support causes you care about;
• More time for you – purchase additional annual leave when you need it;
• Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
• Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club
• Wellbeing first – access to our Employee Assistance Program (EAP);
• Keep growing – with ongoing training and development opportunities;
• Unforgettable socials – from team events to celebrations you'll actually want to attend and
• Retail therapy – enjoy discounts through Reward Gateway.

Please note, only shortlisted applicants will be contacted.