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 strong 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 current 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 (New South Wales)
🏢 Thomas Frost Executive
📍 New South Wales