12 Oct
|
Foundry Talent Partners
|
Southern Sydney
12 Oct
Foundry Talent Partners
Southern Sydney
Our client is a well-regarded Australian investment manager with a robust 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 recent 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