Company Overview
They are an Asset Manager with a strong reputation and significant growth ambitions across Australia. With a market-leading platform in Managed Accounts which leverages global expertise and knowledge, they are expanding their Adviser Solutions team to capture new flows and deepen adviser engagement. The group has a strong brand, a proven product set, and clear national growth objectives.
Role Overview
Based in Melbourne, this Business Development Manager
role will cover Victoria. You will take ownership of an established portfolio of adviser relationships while also leveraging your network and sales expertise to forge new partnerships. Reporting into a senior national sales leader, you will play a key role in driving adoption of Managed Accounts and positioning the firm’s broader investment solutions across the VIC advice market.
Responsibilities
- Grow and service adviser/dealer group relationships across Victoria
- Deliver on distribution strategy and achieve FUM inflow targets
- Convert existing Managed Fund clients into Managed Accounts
- Drive activity and engagement with new adviser groups (Private Wealth / IFA focus)
- Represent the business at adviser events and industry forums
- Build and maintain competitor and market intelligence
- 5+ years’ experience in retail/wholesale distribution (funds management or platform)
- Strong adviser networks in Victoria with proven business development success
- Experience selling investment products into the advice/wealth market
- RG146 accreditation essential
- Excellent communication skills (written and verbal)
- Passion for financial markets and a consultative sales style
This is an outstanding opportunity to join a high-performing sales team within a global brand at a pivotal stage of growth. If you are a motivated sales professional with a strong financial markets background and the drive to deliver results, please send your resume directly to Ashton Bilbie using the Apply Now button or call 0425 328 921 for a confidential discussion.
