Business Development Associate
Support national sales across platform & wholesale
Sydney CBD | Career growth | Collaborative team
Company Overview
A respected investment firm partnering with global managers to deliver differentiated strategies across platform, wholesale, and institutional channels.
Role Overview
Support senior sales leaders and drive distribution activity across key channels. Ideal for someone early in their career, ready to take ownership and grow.
- Enable sales through lead generation and client retention
- Prepare competitor and sector analysis
- Manage CRM, pipeline tracking, and reporting
- Coordinate investment manager updates
- Support campaigns, events, and roadshows
- Attend client events and investment briefings
- Conduct market research and share insights
- Assist with client communications and reporting
- Contribute to a high-performing team culture
- 1–3 years in funds management, platforms, private wealth or financial services
- Strong communication and client focus
- Detail-oriented and organised
- Commercial mindset and interest in markets
- Team player with drive to learn and grow
- Competitive salary + super
- Exposure to global investment managers
- Career development in a growing business
- Supportive, collaborative culture
- Sydney CBD location with hybrid flexibility
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
