Our client is a well established, privately owned Sydney investment manager with a thirty year track record managing direct equity portfolios for high net worth individuals, family offices and not for profit organisations. Independent and majority owned by its own investment team, the business has built its reputation on a disciplined, tax aware approach to portfolio management rather than pooled fund structures.
The firm works through a distinctive three way model, partnering closely with accountants and financial advisers who introduce clients while the firm manages the investment relationship directly. This is now an established but underdeveloped channel, and the business is looking for its first dedicated Business Development Manager to systematically grow it.
The Opportunity
This is a genuine business building role, not a maintenance or account management position. You will be responsible for developing new referral relationships with accounting practices across Sydney and regional New South Wales, converting warm and cold introductions into long term investment mandates for high net worth clients.
You will inherit an existing but lightly touched network of accounting firm relationships and be expected to build meaningfully on it through structured, proactive outreach.
What You Will Do
Take ownership of outbound business development into accounting practices, with a particular focus on wealthy regional and rural centres across New South Wales
Build and manage a disciplined pipeline through Salesforce, with clear stage gating from first contact through to proposal and signed mandate
Run one on one meetings with accounting partners and principals as the primary engagement format, supplemented by occasional roundtable events




Develop and prioritise a small number of key strategic accounting firm relationships alongside broader systematic coverage
Write and present investment proposals tailored to each client's circumstances, working closely with the firm's portfolio managers
Represent the firm at quarterly webinars and client events alongside the investment team
Participate in weekly pipeline review meetings and maintain rigorous activity tracking
About You
Genuine outbound sales experience, comfortable picking up the phone and making cold approaches rather than relying solely on inbound or inherited relationships
Existing relationships within, or a robust working understanding of, the accounting and professional services sector is highly valued
A background as a financial adviser is a strong asset, particularly if you have written client proposals and understand the wealth advice landscape
Polished and approachable in style, with a premium, consultative manner rather than a hard sell approach
Willing and able to travel regularly to regional and rural New South Wales as a core part of the role
Comfortable working from the office full time, particularly in the early stages of the role
Prior experience with CRM pipeline discipline, ideally Salesforce
Patient and resilient, understanding that this is a relationship led sales cycle that can range from one week to eighteen months depending on the relationship
What Is On Offer
Attractive salary, commensurate with experience
Participation in a genuine bonus pool tied to company performance
Direct mentoring and shadowing from senior leadership during onboarding before working independently
The opportunity to build and own a strategically important growth channel from the ground up, with strong long term earning potential as the channel matures
A close knit, employee owned business with a long term, low turnover culture
This is a confidential search.
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📌 Business Development Manager, Accountant Referral Channel (New South Wales)
🏢 Platinum Pacific Partners
📍 New South Wales