Job Description

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Senior Business Development Manager, Corporate Growth

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Location: MELBOURNE, VIC, AU, 3008 SYDNEY, NSW, AU, 2000

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Employment Type: Permanent Full Time

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- Drive Strategic Growth: Lead enterprise sales efforts to expand Insignia Financial's presence in the institutional and corporate market, using AI-enabled prospecting and insight-led engagement.
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- Design Client-Centric Solutions: Build trusted Client relationships with HR, Finance, and C-suite leaders to deliver tailored superannuation and financial wellbeing solutions that address evolving workforce needs.
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- Champion Innovation & Excellence: Represent Insignia Financial at industry forums, uplift sales standards through global best practices, and mentor peers in enterprise sales and digital engagement.
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About the Role

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The Senior Business Development Manager, Corporate Growth plays a pivotal role in driving Insignia Financials' growth in the institutional and corporate market. The role is responsible for building trusted relationships with medium-to-large organisations and their advisers, understanding their evolving financial and employee benefit needs, and designing solutions that deliver measurable value. Through an insights-led sales approach, the Senior Manager Corporate Growth will develop and execute growth strategies that increase market share, strengthen client loyalty, and position Insignia Financial as a partner of choice in corporate superannuation, workplace financial wellbeing, and related solutions.

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*Note that the internal role title is Senior Manager, Corporate Growth

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Key Responsibilities

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- Originate, develop, and convert current business opportunities with medium-to-large corporate clients across Australia, using a structured sales process and AI-enabled prospect intelligence.
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- Deliver annual revenue, pipeline, and market share targets through disciplined pipeline management, evidence-based forecasting, and a consistent enterprise sales methodology.
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- Apply an insight-led sales approach, leveraging data, industry research, and AI-driven client intelligence to position Insignia Financials' differentiated value proposition.
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- Design and deliver tailored client solutions addressing needs in superannuation, financial wellbeing, and employee engagement, using advanced proposal automation tools where appropriate.
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- Build and sustain trusted C-suite relationships with HR, Finance, and business leaders, positioning Insignia Financial as a strategic partner rather than a vendor.
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- Act as a trusted advisor, translating client strategy, workforce challenges, and industry trends into actionable solutions.
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- Ensure seamless client experience by overseeing structured handover to implementation and service teams.
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- Maintain market leadership knowledge by tracking superannuation, corporate benefits, and institutional finance trends, incorporating global benchmarks and emerging digital practices.
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- Represent Insignia Financial at industry forums, executive roundtables, and thought-leadership platforms to enhance market presence and brand equity.
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- Continuously uplift sales standards by benchmarking against global best practices in enterprise sales, sales enablement, and digital engagement tools.
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- Collaborate cross-functionally with Marketing, Product, and Client teams to co-design compelling go-to-market strategies.
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- Support executive reporting with accurate, real-time pipeline forecasting, client feedback loops, and competitor intelligence generated through CRM and AI.
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- Model ethical, client-first practices aligned with regulatory and compliance standards,



embedding transparency and trust at every stage of the sales cycle.
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- Foster a culture of accountability, performance, and continuous improvement within the Corporate Growth team, embedding a growth mindset and innovation focus.
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- Mentor and coach colleagues, transferring knowledge of world-class B2B sales disciplines, enterprise relationship management, and AI-enabled sales practices.
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- Maximise the use of CRM and AI tools to deepen client understanding, personalise engagement, and craft value propositions that resonate with decision-makers.
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What you will bring

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- Proven success in enterprise B2B sales, ideally within financial services, employee benefits, or institutional distribution.
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- RG146 compliant, with a strong understanding of asset classes including equities, fixed income, and alternatives.
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- A strategic mindset, with the ability to translate client needs and market trends into actionable solutions.
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- Experience using CRM and AI tools to personalise engagement and forecast pipeline performance.
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- A team-oriented spirit and leadership capability to mentor peers and uplift sales standards.
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Why Join Us?

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At Insignia Financial, we're redefining how organisations support their people's financial wellbeing. You'll be part of a purpose-driven team that values innovation, insight, and impact. We offer a flexible, inclusive culture and the opportunity to shape solutions that make a real difference.

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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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Please note that applications from agencies will not be considered at this time.

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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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📌 Senior Business Development Manager, Corporate Growth (New South Wales)
🏢 IOOF Holdings
📍 New South Wales