Triangulate Holdings Pty Ltd – Sydney CBD NSW
Triangulate Knowledge is seeking a driven business development skilled join our team. This is a high-impact role where you'll help institutional investment professionals across Private Equity, Hedge Funds, Long-only fund managers and Investment Banks as well as top ASX corporate clients and consulting firms.
You'll be responsible for identifying new business opportunities, nurturing client relationships, and supporting the delivery of high-value engagements. This is a fast-paced, intellectually stimulating environment ideal for someone who thrives on building relationships, managing accounts, and driving growth.
Key responsibilities
Proactively identify and qualify sales leads across listed and unlisted fund managers, private equity firms, hedge funds, and consultancy firms
Support the Managing Director in strategic outreach and client development efforts
Execute targeted sales campaigns and managing sales administration tasks
Monitor industry trends and client activity to anticipate needs and tailor outreach
Manage and grow existing client accounts, ensuring consistent engagement and satisfaction
Serve as a trusted point of contact for clients, providing updates, recommendations, and support throughout the engagement lifecycle




Track client interactions and feedback to identify upsell opportunities and improve service delivery
Collaborate with research and operations teams to ensure seamless client coverage
About you
Minimum 18 months experience in client services, sales, market research, recruitment, consulting or an expert network business
Self-motivated and capable of working independently, while thriving in a team-oriented culture
Proven success in building and managing a sales pipeline, with a focus on conversion and relationship-building
Strong organisational skills and the ability to manage multiple priorities in a fast-paced environment
Exceptional communication skills—confident, clear, and persuasive across both written and verbal formats
Detail-oriented and a passion for delivering results with a strong work ethic
A genuine interest in financial markets, investment strategies, and industry dynamics
Experience in account management or client relationship roles, ideally within professional services environment
Ability to build trust and rapport with clients, understand their evolving needs, and deliver tailored solutions
Comfortable using CRM tools and tracking client engagement metrics
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📌 Senior Business Development Associate (Sydney)
🏢 Triangulate Holdings
📍 Sydney