Business Development Manager — Wealth Management Platform - Platform Distribution
Sydney Australia, Platform distribution
We are working with one of Australia's most established and well-regarded wealth management platforms — part of a major diversified financial institution with a solid and recognised presence across investment, advisory, and banking markets. Following a period of sustained platform growth, the business is expanding its national distribution team across multiple territories.
- Strong practice management support model
- Highly regarded brand in independent advice market
The role
- Own and grow financial adviser and dealer group relationships, driving platform adoption and FUA growth
- Educate advisers on platform capabilities, product updates, and competitive positioning
- Identify opportunities to deepen existing relationships and convert new advice practices onto the platform
- Partner with internal specialists across managed accounts, banking, and technical to deliver comprehensive adviser support
- Maintain disciplined pipeline reporting, and market feedback to the broader distribution team
Ideal background
- Current or recent BDM, platform specialist, or relationship manager within wealth management or financial services
- Established network of financial adviser or dealer group relationships within your target territory
- Solid working knowledge of wrap platforms, managed accounts, and the broader advice landscape
- Confident presenter — comfortable in both group forums and individual adviser meetings
#J-18808-Ljbffr
📌 Business Development Manager (City of Sydney)
🏢 Thomas Frost Executive
📍 City of Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.