Job Description

We're seeking a motivated Business Development Manager to join our team in Sydney and help drive growth across the investment industry. This is a great opportunity for professionals currently working in a fund manager environment ready to step into a new role.

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About Lonsec

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Lonsec is one of Australia's leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.

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About The Role:

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The Business Development Manager (BDM) is responsible for generating current business opportunities, building and maintaining relationships with clients, and driving revenue growth for the business.

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Reporting to the Head of Sales, the BDM will leverage client feedback and insights obtained to identify new product and service opportunities, to enable the business to achieve growth targets

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Responsibilities:

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- Work collaboratively with the Head of Sales to shape and execute strategies aligned with Lonsec's broader objectives, including client segmentation and new business development.
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- Establish, maintain and nurture strong, trusted relationships with Licensee groups and Asset consultants and, in collaboration with other GDG Group sales teams, key stakeholders within large licensee groups, to supportLonsec's growth.
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- Partner with Marketing to analyse industry trends and client needs, helping inform sales tactics and guide product development initiatives.
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- Manage CRM tools for accurate forecasting, maintain a healthy pipeline, and report against KPIs to drive continual improvement.
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- Work closely with internal teams to foster a positive,



client-focused culture while supporting broader business goals and cross-functional initiatives.
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About You:

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- Tertiary qualifications in Business, Commerce or related discipline or equivalent comparable work experience
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- Solid background in business development or sales within financial services, with proven success meeting or exceeding revenue targets in regulated environments.
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- Existing Adviser/head office relationships would be preferable.
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- Exceptional relationship-building skills with clients and stakeholders, supported by strong commercial acumen and communication abilities.
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- Thrives independently in high-pressure, target-driven settings while actively contributing to a collaborative team culture.
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- Strong interpersonal, communication, and negotiation skills to build and manage lasting client and stakeholder relationships
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- Analytical and commercially minded with proven problem-solving abilities
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- Highly organised, with effective time management to meet deadlines and juggle priorities
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What we offer

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- Ongoing flexible working arrangements
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- Family friendly work-life balance
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- Paid parental leave
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- Volunteer and Study leave
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- Genuinely open and supportive culture with an approachable executive team
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- Ongoing training and career development
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- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
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If you're a driven professional with a passion for financial services and thrive in a dynamic, client-focused environment, we'd love to hear from you.

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Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

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Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident

📌 Lonsec Research & Ratings - Business Development Manager - Financial Advisors (New South Wales)
🏢 Lonsec, Lonsec Research
📍 New South Wales