Job Description

About

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Drive growth. Build trusted adviser partnerships. Shape the future of wealth management. At Insignia Financial, we're committed to helping advisers deliver better outcomes for their clients. As a Business Development Manager, you'll be at the forefront of that mission — building strong relationships, generating new business opportunities, and helping advice practices unlock the full value of our market‐leading Wrap Platform solutions. This is an opportunity for a commercially minded sales professional who thrives on creating new opportunities, influencing decision‐makers, and building long‐term partnerships within the financial advice industry.

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What You'll Be Doing

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You'll be responsible for growing our Wrap Platform business across your territory by identifying, converting and developing new adviser relationships while strengthening existing partnerships.

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You'll

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- Build and execute strategic business development plans to grow adviser networks, AFSL partnerships and market share.
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- Identify, pursue and convert new business opportunities across your territory.
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- Partner with financial advisers to understand their businesses and position Insignia Financial's solutions to meet their clients' needs.
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- Deliver engaging presentations, education sessions and sales initiatives to individuals and adviser groups.
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- Develop strong territory and account plans, including structured 90‐day growth plans.
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- Manage your sales pipeline and opportunities through Salesforce, ensuring disciplined activity and follow‐through.
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- Provide valuable market and client insights that help shape our products, value proposition and distribution strategy.
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- Work collaboratively with colleagues across Distribution and the broader business to achieve shared growth objectives.
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- Champion a positive, high‐performing sales culture while maintaining the highest standards of compliance, professionalism and risk management.
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What You'll Bring

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You'll have experience in business development, a passion for building relationships and achieving commercial outcomes.

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You'll Ideally Have

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- RG146 compliance and Diploma of Financial Planning (or equivalent).
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- 3–7 years' experience in business development within financial services, with a strong record of achieving sales targets.
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- Experience developing recent adviser relationships and converting new business opportunities.
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- A solid understanding of financial advice businesses, investment structures and platform solutions.
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- Strong knowledge of the Australian financial planning industry and adviser marketplace.
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- Excellent relationship management, presentation and influencing skills.
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- A commercial mindset with the ability to identify opportunities and create tailored solutions.
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- Robust communication and stakeholder management skills.
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- A collaborative approach and a genuine desire to contribute to team success.
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- The agility to adapt to changing market conditions while maintaining a strong client focus.
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Equal Employment Opportunity

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Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

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We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

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📌 Business Development Manager (Victoria)
🏢 Insignia Financial
📍 Victoria