About our Client

Our client is a growing Australian mortgage and finance brokerage network supporting brokers and customers across residential, commercial, development and asset finance. We believe successful partnerships are built by creating value for everyone involved - the customer, referral partner and broker. As we continue our national growth, we are investing in building a structured professional referral network capable of supporting our brokers with high-quality opportunities across Australia.

What You'll Do

You will take ownership of our client's national partnership growth strategy, including:

- Identify and prospect high-value potential referral partners nationally.
- Secure meetings with business owners, directors and key decision-makers.
- Present our client's partnership proposition.
- Develop relationships from initial contact through to active referral partnership.
- Build strategic partnerships with larger accounting, property and professional services businesses.
- Develop co-branded campaigns, events, webinars and partner initiatives.
- Work with our client's current brokers to identify and develop local referral relationships.
- Coordinate the allocation of referral opportunities to appropriate brokers.
- Maintain disciplined CRM records and partnership pipelines.
- Monitor referral activity, applications, settlements and revenue.
- Reactivate dormant referral partners.
- Work with marketing to develop partner acquisition campaigns and resources.
- Represent our client at industry events and networking opportunities.
- Travel interstate where commercially appropriate.




- Most importantly, you will be accountable for turning partnerships into real referral activity and sustainable business growth.

What We're Looking For

Ideally, you will have:

- 5+ years' experience in B2B business development, partnerships or relationship management.
- Demonstrated success personally acquiring new business relationships.
- Experience within finance, mortgage broking, banking, fintech, property, accounting, professional services or a related sector.
- Existing professional relationships within relevant industries will be highly regarded.
- Strong outbound prospecting and appointment-setting capability.
- Excellent presentation, negotiation and relationship-building skills.
- Confidence communicating with business owners and senior decision-makers.
- Commercial understanding of how qualified referral partnerships create value.
- Strong CRM and pipeline-management discipline.
- Ability to work independently and be accountable for measurable results.
- Willingness to travel nationally when required.

Who This Role Will Suit

You may currently be a: Lender BDM | Aggregator BDM | Partnerships Manager | Business Development Manager | Finance Industry Relationship Manager | Property Partnerships Manager | Fintech/Proptech Partnerships Manager.

You could also be an experienced mortgage or finance professional who has discovered that your greatest strength is developing relationships and creating new business. Knowledge of residential, commercial, development or asset finance will be highly regarded.

📌 Partnerships Manager (Melbourne)
🏢 Finsure
📍 Melbourne