We are partnering with an established, independently owned investment management firm seeking a Business Development Associate to join its Adviser Distribution team in Sydney. This is an excellent opportunity for an early‑career professional to build a long‑term career in funds management while gaining exposure to advisers, clients, and senior commercial leaders.
Key Responsibilities
- Identify and qualify new business opportunities, including financial advisers and retail distribution channels
- Conduct outbound calls and support relationship‑building with prospective clients
- Assist with client presentations, proposals, and marketing materials
- Research market trends, competitors, and growth opportunities in the Australian investment landscape
- Support client retention initiatives, including events, webinars, and client meetings
- Maintain accurate CRM records and prepare sales activity and performance reports
About You
- Bachelor’s degree in business, finance, economics, or a related discipline
- 1–3 years’ experience in business development, sales, or a client‑facing role
- Strong communication skills with confidence engaging senior stakeholders
- Genuine interest in financial markets and investment products
- Highly organised, proactive, and keen to learn in a fast‑paced environment
What’s on Offer
- Exposure to the adviser distribution and funds management industry
- Collaborative, values‑driven culture
- Competitive remuneration and performance incentives
- Explicit development and career progression opportunities
📌 Business Development Associate - Funds Management (Sydney)
🏢 Morgan Young
📍 Sydney
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