Director BDM

About the Role

We are seeking a driven Senior Business Development Manager to join our Adviser Services team and deliver our market leading sales and service proposition to financial advisers. The successful candidate with exhibit a strong desire to drive key sales outcomes for the business and possess a high level of energy in building their client panel and managing strong existing relationships.

As a key contributor to the Betashares sales team, you will be expected to undertake the full spectrum of distribution activity - from developing genuine relationships with the client base, right through to meticulous follow up, query handling and collating in-depth performance analytics to achieve the best outcomes for the client.

Previous experience working as a Business Development Manager in the financial services industry, with existing strong relationships will be highly regarded in this role, as will a strong knowledge of investment markets, economics, statistical measures and the portfolio construction processes.

The role will be Melbourne based and may require interstate and regional travel. The role ultimately reports to the State Manager; however the successful candidate will be a highly motivated self-starter willing to hit the ground running.

This is a fantastic step up into a senior sales role in one of the most innovative and progressive funds management firms in the financial markets industry.

Role Responsibilities

• Conduct the role as a team-first player.
• Execute on overall team sales strategy within the financial adviser channel.
• Adviser panel will include both IFAs and leading advisers within national groups.
• Meticulous end-to-end sales process execution i.e. prospecting, booking meetings, conducting meetings and all follow-ups.
• Lead identification, follow-up activity, client profiling and setting up meetings.
• Maintain and exceed key sales activity targets, which includes calls, meetings and CRM upkeep.
• Cultivate and manage client relationships by ensuring that Betashares provides exemplary client services to financial advisers.
• Position investment ideas and portfolio construction principles with clients to demonstrate the benefits of Betashares products in client portfolios.
• Consistently strive to raise the profile of Betashares as a company and the investment solutions it provides.
• Proactively organise seminars/webinars, conferences and PD Day participation.
• Manage an efficient schedule to be in constant engagement with new and existing clients, coordinate collateral for meetings and presentations.
• Capture sales activities and track the progress of sales opportunities in CRM, prepare regular management and pipeline reports.
• Embody a high degree of integrity and always act within compliance of the industry regulations.

Key skills and experience

• Undergraduate tertiary qualifications essential. Post-graduate qualifications will be highly regarded.
• 5-10 years of previous experience in the financial services industry (preferably in funds management and investment platforms), with a primary focus on adviser sales.
• Strong sales skills, interpersonal skills and presentation skills.
• Willingness to prospect and outbound call clients will be a key focus.
• Experience working within planned monthly sales activity targets and contributing to a sales target.
• Knowledge of the portfolio construction processes, and asset allocation as applied by advisers.
• Highly organised and able to multi-task.
• Exceptional verbal and written communication skills.
• Strong character and professional references.

Why Join Us?

At Betashares, we're dedicated to creating an environment where you can excel both professionally and personally. Here's what's in it for you:

Career Development
– Access tailored training and support for professional qualifications.

Wellbeing Support
– Benefit from EAP programs for your physical, mental and financial health.

Giving Back
– Take volunteering days to support causes close to your heart.

CBD Perks
– Enjoy stocked kitchens, team breakfasts, and weekly catered lunches.

Team Culture
– Connect with colleagues through social clubs, committees, and events.

Savings & Benefits
– Unlock exclusive discounts at 500+ leading retailers.

Wellbeing Days
– Recharge and focus on what matters most to you.

Ready to make an impact? If you have the right to live and work in Australia, Apply Now Your interest will be treated with strict confidence.