11 Oct
|
Foundry Talent Partners
|
Southern Sydney
11 Oct
Foundry Talent Partners
Southern Sydney
Our client is a well-regarded Australian investment manager with a strong performance track record and a growing suite of funds across listed and unlisted strategies. With momentum building across the advised and private wealth market, they are adding a Business Development Manager to deepen relationships and grow flows across the IFA, stockbroking and private wealth channels.
This is a genuine hunter role with the backing of a respected brand, a supportive distribution team and a product set advisers want to hear about.
The role
- Own and grow a book of relationships across independent financial advisers, dealer groups, stockbrokers and private wealth practices
- Drive new business by securing platform and APL access, research-led adoption and model portfolio inclusion
- Run a disciplined call and meeting cadence, presenting the investment strategies with confidence and credibility
- Partner with portfolio managers on adviser roadshows, PD days, webinars and client events
- Work closely with research houses, platforms and the internal marketing team to support campaigns and product launches
- Track activity, pipeline and flows in CRM and report on channel opportunities
About you
- 5+ years in a BDM, Associate BDM or senior Distribution role within funds management, platforms or a related wealth business
- Established relationships across the IFA, stockbroking and/or private wealth market, with a clear track record of winning recent business
- Confident presenting investment concepts across asset classes to advisers and their clients
- Self-motivated and commercially minded, comfortable working to targets and building territory from the ground up
- RG146 compliant, with a relevant tertiary qualification. CFA or CIMA progress is well regarded
📌 Business Development Manager | Wholesale & Advised Distribution (Southern Sydney)
🏢 Foundry Talent Partners
📍 Southern Sydney