Job Description
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.
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Key Responsibilities
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Identify and qualify new business opportunities, including financial advisers and retail distribution channels
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Conduct outbound calls and support relationship‐building with prospective clients
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Assist with client presentations, proposals, and marketing materials
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Research market trends, competitors, and growth opportunities in the Australian investment landscape
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Support client retention initiatives, including events, webinars, and client meetings
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Maintain accurate CRM records and prepare sales activity and performance reports
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About You
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Bachelor's degree in business, finance, economics, or a related discipline
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1–3 years' experience in business development, sales, or a client‐facing role
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Strong communication skills with confidence engaging senior stakeholders
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Genuine interest in financial markets and investment products
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Highly organised, proactive, and keen to learn in a fast‐paced environment
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What's on Offer
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Exposure to the adviser distribution and funds management industry
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Competitive remuneration and performance incentives
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Transparent development and career progression opportunities
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📌 Business Development Associate - Funds Management (New South Wales)
🏢 Morgan Young
📍 New South Wales