Role is targeting: NSW, VIC, QLD, WA. CBD, surrounding suburbs or regional areas. The Role Reporting into the General Manager, the BDM/Sales Director owns the wholesale investor relationship end to end: winning new investors, deepening and retaining existing ones, and driving revenue and FUM growth across iPartners' deal flow and managed funds. This is a genuine hunter-farmer role for someone who is credible in front of sophisticated investors and comfortable selling structured, institutional-grade product on its merits.

Key Responsibilities
Investor acquisition and retention
• Source, qualify and onboard new wholesale investors across HNW, family office, sophisticated investor and intermediary channels.
• Own retention and re-investment of the existing investor base — building durable relationships that generate repeat allocations rather than one-off tickets
• Act as the primary point of contact for your investors across the full lifecycle. Sales strategy
• Devise and execute a segmented sales strategy, tailoring approach, product mix and messaging to each investor cohort.
• Set and deliver against revenue and FUM targets, with clear pipeline discipline and forecasting.
• Identify underpenetrated segments and channels and build the plan to capture them. Product and distribution
• Sell institutional-grade alternatives — private credit transactions, asset-backed deals and the iPartners Funds range — with genuine technical fluency in structure, risk and return.
• Translate complex transaction detail into explicit, compelling investment propositions.




• Feed market and investor intelligence back into product development and deal structuring. Systems and process
• Use Salesforce as the single source of truth: document the sales process, manage the pipeline, track investor engagement and report accurately on activity and conversion.
• Maintain data hygiene and contribute to continuous improvement of sales process and reporting. Cross-functional collaboration
• Work closely with Investor Relations and Comms on campaigns, collateral and investor-facing content.
• Partner with Investor Relations, Syndication and Capital Markets on deal launches, allocations and investor communications.
• Coordinate with Funds Management and Operations on onboarding, subscriptions, settlements and ongoing servicing. Compliance and governance
• Ensure all investor engagement meets wholesale investor requirements and iPartners' AFSL obligations.
• Manage onboarding, wholesale certification, KYC/AML and ongoing suitability requirements.
• Maintain accurate records and adhere to internal compliance, disclosure and conduct standards. About You
• Demonstrable track record raising and retaining wholesale capital in Australia — funds management, private credit, alternatives,



investment banking distribution or a comparable platform
• Established network across HNW, family office, sophisticated investor and/or adviser and broker channels
• Strong technical grounding in alternatives and credit; able to hold a detailed conversation on structure, security, risk and return without needing a specialist in the room
• Genuinely commercial — self-directed, target-oriented and comfortable owning a number
• Disciplined with CRM and process; Salesforce experience preferred
• Collaborative operator who works well across investment, operations, marketing and compliance
• Sound understanding of the Corporations Act wholesale investor definitions and AFSL obligations
• RG146 or relevant tertiary qualifications (finance, commerce, economics) preferred Compensation & Benefits iPartners offers a competitive performance based package with bonus incentives.  Equal Opportunity Employer We are an ‘Equal Opportunity Employer’ and prohibit discrimination and harassment of any kind: we are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to gender, race, age, sexual orientation, colour, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

📌 BDM/Sales Manager/Director (Sydney)
🏢 iPartners
📍 Sydney