Job Description

Business Development Manager — Wealth Management Platform - Platform Distribution

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Sydney Australia, Platform distribution

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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.

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Platform capabilities

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- Extensive listed & unlisted investment access
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- Integrated cash management & banking
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Distribution base

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- Strong practice management support model
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- Highly regarded brand in independent advice market
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The role

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- Own and grow financial adviser and dealer group relationships, driving platform adoption and FUA growth
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- Educate advisers on platform capabilities, product updates, and competitive positioning
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- Identify opportunities to deepen existing relationships and convert current advice practices onto the platform
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- Partner with internal specialists across managed accounts, banking, and technical to deliver comprehensive adviser support
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- Maintain disciplined pipeline reporting, and market feedback to the broader distribution team
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Ideal background

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- Current or recent BDM, platform specialist, or relationship manager within wealth management or financial services
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- Established network of financial adviser or dealer group relationships within your target territory
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- Solid working knowledge of wrap platforms, managed accounts, and the broader advice landscape
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- 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