Broker Success Manager (Perth)

Broker Success Manager (Perth)

21 Aug
|
LMG
|
Perth

21 Aug

LMG

Perth

About us

We are Australasia’s largest privately owned aggregator group, backing more than 6,000 brokers and advisers across Australia and Recent Zealand. Partnering with over 110 banks and lenders, we support independent businesses alongside our own Loan Market brand. In FY26, our brokers helped over 400,000 people settle over $167 billion in loans and reached a collective loan book of $428 billion, proof of what happens when scale meets real drive.

We live our values in everything we do. Compassion for our customers, doing what we say, being curious and thinking openly, going further together. We’re ambitious, but we keep our feet on the ground, always hungry, always humble, and focused on being the absolute best at what we do. We were proud to be named Australian Financial Review BOSS Best Place to Work - Banking, Superannuation and Financial Services & in 2025!

About the Role The Broker Success Manager (BSM) is a pivotal leadership role within the state team, accountable for helping a defined portfolio of Loan Market brokers grow more productive, more profitable, and more sustainable businesses. As a BSM, your role extends beyond coaching - you are a strategic partner, business advisor, and performance enabler who works side-by-side with brokers to unlock growth and deliver on the Loan Market Promises.

You’ll drive uplift in settlement volumes, revenue, team development and diversification by embedding best practice, supporting execution of business plans, and holding brokers accountable to their goals. The role also plays a vital part in compliance, engagement, training participation, and the ongoing development of our broker network. This is a relationship-led, outcome-focused role that requires business acumen, emotional intelligence, and a clear understanding of what drives high performance in broking businesses

Key Focus Areas

1. Business Coaching and Growth Enablement

- Conduct structured business planning sessions
- Deliver tailored coaching based on performance, goals and stage of business maturity.
- Facilitate peer-group training sessions.




- Track and support brokers’ progress against SMART goals and key milestones.

2. Revenue, Productivity and Diversification

- Identify growth levers including lead generation, conversion optimisation, and referral partnerships.
- Help brokers develop customer acquisition strategies and increase lifetime value.
- Drive adoption of diversification strategies across Asset Finance, Commercial, and White Label.
- Use Profit Pulse and benchmarking insights to drive margin and operational improvement.

3. Compliance and Operational Health

- Support brokers (in collaboration with compliance coaches) to remain compliant and safe, with an average audit score above 6.0.
- Drive adoption and optimal usage of MyCRM and core systems.
- Be the go-to person for coordination of internal support (e.g., compliance, marketing, talent force).

4. Engagement and Capability Building

- Ensure consistent participation in PD Days, conferences and state training programs (target: 75% attendance across portfolio).
- Collaborate with training specialists to identify and address skills gaps.
- Promote use of Brokerversity, Elevate, Kaizen, and other performance pathways.
- Support the customer journey from lead to settlement, ensuring brokers understand key performance metrics.

5. Internal Collaboration and Broker Advocacy

- Be the broker’s advocate within the business, ensuring needs and blockers are escalated and addressed.
- Coordinate with Implementation, Training, Recruitment, and Specialist teams to deliver seamless broker support.
- Lead or support sessions such as Call-a-thons, workshops, and onboarding retreats.
- Maintain accurate records of coaching sessions, commitments, and progress.





Core capabilities

- Strategic business acumen and strong understanding of mortgage industry economics.
- Proven coaching skills and ability to influence behavioural and commercial outcomes.
- Ability to motivate and hold brokers accountable while building high-trust relationships.
- Strong facilitation and communication skills, capable of leading groups and managing individual coaching.
- Excellent time management and prioritisation in a fast-paced, target-driven environment.

Experience & Qualifications

- Minimum 3 years’ experience in a senior financial services, business coaching, or mortgage broking role.
- Demonstrated experience improving performance across multiple businesses.
- Cert IV in Finance & Mortgage Broking and/or relevant coaching qualifications (desirable).
- Strong working knowledge of MyCRM and key broker tools, or ability to upskill rapidly.

Benefits:

- Flexibility & Balance: Hybrid work (min. 2 office days per week, including a team anchor day), 6 additional ‘Me’ leave days, flexible public holiday swaps, and options to purchase additional annual leave.
- Family & Wellbeing: 16 weeks paid parental leave (plus superannuation support), paid fertility treatment leave, 12 days personal leave, and access to the Sonder wellbeing app.
- Growth & Development: Dedicated paid study leave and L&D; programs for each stage of your career
- Community: Participation in the Loan Market Group Foundation (with donation matching) and a paid volunteer day.

Using AI in your application: At LMG we embrace innovation, and we are comfortable with candidates using AI tools to assist in preparing their application. We encourage you to use these tools to polish your resume but please be mindful that your application should remain an honest representation of your own experience and qualifications. We are keen to get to know your true capabilities and how your specific background aligns with our team, which we will explore further in our conversations and interviews.

📌 Broker Success Manager (Perth)
🏢 LMG
📍 Perth

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