Broker Success Manager

Who are we?

LMG is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand, or the Loan Market brand, and partners with over 70 banks and lenders. The business has grown rapidly, with LMG brokers in both countries helping over 330,000 customers settle over $126 billion worth of loans in FY24.

We're not a conventional company with a lot of rules and hierarchy, and we don't intend to become one. We live our values in everything we do: Compassion for our customers, doing what we say, being curious and thinking openly, going further together, and staying hungry but humble. We're a large company with a start-up attitude. Our success is driven by hiring outstanding people and accepting nothing less than being the best at what we do.

We are proud to be named Australian Financial Review BOSS Best Place to Work - Banking, Superannuation and Financial Services & in 2025

About the role -

The Broker Success Manager (BSM) is a pivotal leadership role within the state team, accountable for helping a defined portfolio of Loan Market brokers grow more productive, more profitable, and more sustainable businesses. As a BSM, your role extends beyond coaching - you are a strategic partner, business advisor, and performance enabler who works side-by-side with brokers to unlock growth and deliver on the Loan Market Promises.

You'll drive uplift in settlement volumes, revenue, team development and diversification by embedding best practice, supporting execution of business plans, and holding brokers accountable to their goals. The role also plays a vital part in compliance, engagement, training participation, and the ongoing development of our broker network.

This is a relationship-led, outcome-focused role that requires business acumen, emotional intelligence, and a clear understanding of what drives high performance in broking businesses.

Key Responsibilities -

1. Business Coaching and Growth Enablement:

2. Conduct structured business planning sessions

3. Deliver tailored coaching based on performance, goals and stage of business maturity.
4. Facilitate peer-group training sessions.

5. Track and support brokers' progress against SMART goals and key milestones.

6. Revenue, Productivity and Diversification:

7. Identify growth levers including lead generation, conversion optimisation, and referral partnerships.

8. Help brokers develop customer acquisition strategies and increase lifetime value.
9. Drive adoption of diversification strategies across Asset Finance, Commercial, and White Label.

10. Use Profit Pulse and benchmarking insights to drive margin and operational improvement.

11. Compliance and Operational Health:

12. Support brokers (in collaboration with compliance coaches) to remain compliant and safe, with an average audit score above 6.0.

13. Drive adoption and optimal usage of MyCRM and core systems.

14. Be the go-to person for coordination of internal support (e.g., compliance, marketing, talent force).

15. Engagement and Capability Building:

16. Ensure consistent participation in PD Days, conferences and state training programs (target: 75% attendance across portfolio).

17. Collaborate with training specialists to identify and address skills gaps.
18. Promote use of Brokerversity, Elevate, Kaizen, and other performance pathways.

19. Support the customer journey from lead to settlement, ensuring brokers understand key performance metrics.

20. Internal Collaboration and Broker Advocacy:

21. Be the broker's advocate within the business, ensuring needs and blockers are escalated and addressed.

22. Coordinate with Implementation, Training, Recruitment, and Specialist teams to deliver seamless broker support.
23. Lead or support sessions such as Call-a-thons, workshops, and onboarding retreats.
24. Maintain accurate records of coaching sessions, commitments, and progress.

To succeed in this role you will bring with you -

Core Capabilities:

• Strategic business acumen and strong understanding of mortgage industry economics.
• Proven coaching skills and ability to influence behavioural and commercial outcomes.
• Ability to motivate and hold brokers accountable while building high-trust relationships.
• Strong facilitation and communication skills, capable of leading groups and managing individual coaching.
• Excellent time management and prioritisation in a fast-paced, target-driven environment.

Experience & Qualifications:

• Minimum 3 years' experience in a senior financial services, business coaching, or mortgage broking role.
• Demonstrated experience improving performance across multiple businesses.
• Cert IV in Finance & Mortgage Broking and/or relevant coaching qualifications (desirable).
• Strong working knowledge of MyCRM and key broker tools, or ability to upskill rapidly.

Our benefits -

Flexibility & Balance:

• Hybrid & Flexible Working: Tailor your work week to suit your lifestyle.
• 6 'Me' Days: Extra leave to prioritise your wellbeing.
• Religious & Cultural Swap Leave: Trade a public holiday for one that's meaningful to you.
• Extra Annual Leave: Need more time off? Purchase additional leave to recharge.

Family & Wellbeing:

• 16 Weeks Paid Parental Leave: Plus up to 52 weeks of paid superannuation.
• Paid Fertility Treatment Leave: Support when navigating your fertility journey.
• 12 Days Personal Leave: Time off when life happens.
• Wellbeing Support: Access to EAP for personal, financial, and career advice.

Growth & Development:

• Paid Study Leave: Support for your studies.
• L&D Programs: Grow your skillset and advance your career with tailored learning programs.
• Accelerate Program: Development opportunities for high performers.

Community:

• LMG Share Tomorrow Foundation: Earn volunteer donation rewards and company donation matching.
• Paid Volunteer Day: Volunteer with paid time off

At LMG, we know that diversity and inclusion are key to our success. We're dedicated to building a workplace where everyone feels valued, respected, and supported—no matter their race, gender identity, sexual orientation, religion, age, or any other part of who they are. We understand that diverse perspectives fuel innovation and drive business growth. As an inclusive employer, we foster a culture where everyone has the opportunity to thrive and show up as their authentic selves every day.