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.

Platform capabilities

- Extensive listed & unlisted investment access
- Integrated cash management & banking

Distribution base

- 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

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📌 Business Development Manager (City of Sydney)
🏢 Thomas Frost Executive
📍 City of Sydney