Business Development Associate - Investment Management

Business Development Associate - Investment Management

Contract Type:

Permanent

Location:

Sydney - New South Wales 

Industry:

Sales & Customer Facing

Contact Name:

Contact Email:


Contact Phone:


Date Published:

24-Jul-2025

The Business
A high-conviction, performance-led investment manager is expanding its national footprint and distribution capability. With a deep heritage, respected investment culture, and institutional-grade product offering, this boutique manager is well-positioned for growth across the private wealth, broker, family office, and IFA segments.
Known for its strong alignment with investors and quality of relationships, the business offers access to specialist global equities strategies used by sophisticated wholesale clients, advisers, and high-net-worth investors across Australia.

The Opportunity
We’re looking for an ambitious and commercially-minded Business Development Associate based in Sydney to support and drive distribution efforts nationally. This role will form part of a tight-knit team and report to the Head of Distribution, working across key wholesale and private wealth channels.
This is a unique opportunity for someone early in their distribution career who is ready to step up, take ownership, and grow with a respected investment firm. For the right person, this role can evolve significantly over time.

What You’ll Do

  • Support and grow relationships across private banks, family offices, brokers, and IFAs nationally
  • Drive outbound activity, prospecting and campaign follow-up across key client groups
  • Assist with meeting preparation, investor communications, and sales enablement
  • Partner closely with senior sales team to coordinate and execute roadshows, meetings and product messaging
  • Maintain accurate CRM data and help track sales activity, pipeline, and flow
  • Represent a respected investment business and learn directly from experienced senior leaders
What We’re Looking For
  • 1–3 years’ experience in a client-facing role within funds management, platform distribution or private wealth
  • A passion for investments and an interest in global equities
  • A commercial, self-starting mindset and confidence engaging with wholesale clients
  • Strong communication skills and ability to work closely with a lean, high-performing team
  • A detail-oriented, proactive approach to client service and sales process
  • RG146 preferred or willingness to obtain
What’s on Offer
  • Competitive salary package + bonus
  • Exposure to a high-integrity team and respected brand
  • Rare opportunity to build a career in wholesale distribution
  • Access to quality strategies and investor relationships
  • Sydney CBD location, collaborative office environment
This is a rare entry-point into a dynamic and well-regarded investment firm. If you're looking to grow your career in distribution and thrive in a boutique, performance-led environment — we’d love to hear from you.
Please reach out to Ashton Bilbie for a confidential discussion.

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