Sales and Marketing Manager – Financial Services Position Overview We are seeking an experienced and commercially driven Sales and Marketing Manager to lead business development, client acquisition, marketing, and relationship management initiatives within our financial services business. The successful candidate will develop and execute strategies to grow revenue, generate current business opportunities, strengthen our brand presence, and build long-term relationships with clients and strategic partners. This role is suited to a confident sales and marketing professional who understands the financial services environment and can balance strong commercial outcomes with a high standard of professionalism, client service, and regulatory compliance.

Key Responsibilities
Sales & Business Development Develop and execute sales strategies to achieve revenue and growth targets. Identify, qualify, and convert new business opportunities across target markets. Build and maintain strong relationships with clients, referral partners, professional networks, and strategic partners. Develop and manage a strong sales pipeline using CRM systems. Conduct client meetings, presentations, sales consultations, and business development activities. Prepare proposals, presentations, tenders, and commercial submissions. Negotiate commercial arrangements and partnership opportunities within approved parameters. Develop referral and strategic partnership channels to generate qualified leads. Identify opportunities to increase client retention, engagement, and share of wallet. Monitor competitor activity, market conditions, and emerging opportunities. Marketing Develop and implement an annual marketing strategy aligned with business objectives.



Plan and manage campaigns designed to generate qualified leads and increase brand awareness. Manage digital marketing activities, including website content, email marketing, social media, search marketing, and online campaigns. Develop high-quality marketing materials, client communications, presentations, brochures, and digital content. Coordinate webinars, seminars, networking events, client events, and industry activities. Develop content that communicates the organisation's expertise, value proposition, and service offering. Monitor marketing performance, lead sources, conversion rates, and return on investment. Work with external marketing agencies, designers, and other suppliers where required. Client & Relationship Management Build trusted and professional relationships with existing and prospective clients. Develop a strong understanding of clients' needs and identify appropriate opportunities for further engagement. Ensure a high standard of client communication and service throughout the sales process. Work closely with internal teams to ensure a smooth transition from prospect to client. Support client retention and relationship management initiatives. Monitor client feedback and market intelligence to identify opportunities for service improvement. Compliance & Risk Awareness Ensure sales and marketing activities are conducted in accordance with applicable financial services legislation, regulatory requirements, company policies, and internal procedures.



Ensure marketing and promotional materials are accurate, appropriately approved, and consistent with regulatory requirements. Maintain appropriate records of sales, marketing, client interactions, and business development activities. Work collaboratively with compliance, risk, legal, and senior management teams where required. Maintain a strong understanding of responsible selling, privacy, confidentiality, and appropriate client communication practices. Reporting & Performance Management Establish and monitor sales and marketing KPIs. Prepare regular reports covering sales activity, pipeline performance, lead generation, conversion rates, revenue, and campaign results. Analyse customer and market data to identify trends and opportunities. Provide recommendations to senior management regarding growth strategies and market opportunities. Manage sales and marketing budgets effectively. Team Leadership Lead, motivate, and develop sales and marketing personnel. Establish clear targets, KPIs, and performance expectations. Provide coaching, mentoring, and regular performance feedback. Foster a high-performance, ethical, customer-focused culture. Collaborate with operations, finance, compliance, risk, and other internal teams to achieve business objectives. Key Performance Indicators Performance will be measured against agreed targets, including: Revenue and sales growth New client acquisition Qualified leads generated Lead-to-client conversion rate Sales pipeline value and velocity Client retention and relationship growth Referral and strategic partnership growth Marketing campaign ROI Brand awareness and engagement Customer satisfaction Compliance with internal policies and regulatory requir

📌 Sales and Marketing Manager (Sydney)
🏢 Cpl International
📍 Sydney