Business Development Manager - Asset Management

Business Development Manager - Asset Management

Direct message the job poster from La Trobe Financial

Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading returns and to provide financial solutions that make dreams into reality.

The Opportunity

As part of our Asset Management Division of La Trobe Financial, your primary responsibility will be to maintain and grow our commercial relationships with Financial Advisers across New South Wales. This extends to supporting existing strategies and the successful launch of new products to the market. You will represent La Trobe Financial in a professional, friendly manner and demonstrate our corporate values.

Key Responsibilities

- Responsible for outbound communication with Financial Advisers to arrange appointments/follow up meetings
- Promote La Trobe Financial's full asset management product suite - supporting existing strategies and the launch of future strategies
- Activating leads to Financial Advisers, Dealer Groups and Platforms
- Achieving sales targets, generating activity and managing relationships with key financial planning groups
- Plan and implement a successful strategy to achieve sales targets, generate activity, partner with internal stakeholders, and manage relationships across clients
- Database management
- Weekly Reporting to Head of Distribution
- Effectively and regularly communicate with Financial Advisers, Dealer Group & Platform Representatives
- Travel as required for client business, divisional workshops, presentations, PD days and conferences etc
- Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial’s corporate values at all times

About You

- Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
- 5+ years sales experience in asset management, financial planning industry or similar field




- Expertise in investment strategies across asset classes, including private markets
- Proven track record in business development;
- Excellent communication, interpersonal and relationship management skills

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working here even better:

- Celebrate your birthday – with a paid day off, just for you!
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Unforgettable socials – from team events to celebrations you’ll actually want to attend! and
- Retail therapy – enjoy discounts through Reward Gateway.

Please note, only shortlisted candidates will be contacted.

Seniority level

- Seniority level

Mid-Senior level

Employment type

- Employment type

Full-time

Job function

- Job function

Sales and Business Development

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📌 Business Development Manager - Asset Management (New South Wales)
🏢 La Trobe Financial
📍 New South Wales