Still love broking, but get more out of watching other brokers have their best month? Want to build the sales engine you always wished your last brokerage had? Want a bonus built on the whole team’s results? ? About Pivot Wealth At Pivot Wealth, we work with high net worth Accumulators to help our clients achieve a life not limited by money, through our dedicated Advice team, tailored financial plans and ongoing education. Pivot Lending is our mortgage broking arm. It’s fully embedded in the advice business, not a referral arrangement, so our brokers work warm, high intent referrals from advisers who already have the client’s trust. We’ve built a reputation in the market for being a business that looks after its people, reflected in our team equity plan, annual pay and performance reviews, flexible working arrangements and team benefits package. We’re a young, fun and dynamic team with a flat structure, meaning no internal politics or BS. ? About the Opportunity We’re looking for a sales leader who has been a broker, still loves the craft, and now wants to build great brokers and the engine they run on. You’ll coach and manage two strong brokers, plus a growing team, toward $18M+ settlement months. You’ll own pipeline and conversion from advice referrals and hold file quality to the highest standard. You’ll also set the strategy for how the team runs on systems, data and AI, with our tech team building it alongside you. Within your first few months, you’ll take on our offshore processing relationship and step into leading our client service team. Your bonus is built on the team’s results, so you’re measured on how good the team becomes. We’re growing quickly and were recently recognised in the AFR Fast 100, which means real opportunity to grow the team and your scope as the business grows. ?

About the Role
• Run weekly 1:1s and pipeline reviews with each broker: name the priority deals, unblock stalls and workshop live files
• Measure, baseline and lift conversion from advice team referrals through to settlement
• Develop your brokers’ skills in structuring, lender selection and client conversion,



and grow our lending associate toward writing
• Hold file quality and compliance to the highest standard through monthly file QA, and start the performance conversation when standards slip
• Set the systems and tech strategy for Pivot Lending, covering HubSpot, SalesTrekker, automated leadership reporting and AI in the team’s daily workflow, then work with our tech team to build it
• Lead our offshore support relationship and its weekly rhythm
• Bring decisions to leadership with a recommendation, and make the calls that are yours This role isn’t for you if every decision you’ve made needed sign off, you avoid difficult conversations, your idea of coaching is a KPI huddle, or you’d rather someone else worried about the systems. ?️ Your Ticket to the Game
• Experience leading a lending sales team as a sales manager, team leader or state manager, whether at a brokerage, a bank, an online lender or an aggregator
• 3+ years as a qualified mortgage broker. You’ve settled at pace yourself and still love the work: the structuring, the lender puzzle, and getting a tricky file over the line for a client. That’s why your coaching lands with experienced brokers
• Real people leadership. You can name a performance conversation you started, a person you developed and where they ended up, and a decision you owned end to end
• An interest in the craft of sales coaching. You workshop real deals and lift conversion, rather than just running cadence
• A track record of building or rebuilding the systems a sales team runs on: CRM pipelines, workflow automation and reporting that leaders actually use. You can set the direction, work with a tech team to deliver it, and you already use AI to work better




• A quality bar that treats audit standards as a floor, not a target
• Current accreditation is a real plus, but not essential
• Strong ethics and values to uphold the reputation we’ve built at Pivot ? Why Work With Us?
• Earning Potential: a $135K to $160K base + super, plus a quarterly team performance bonus worth up to $120K a year. On top of that, an annual Performance and Values bonus of up to 10% of base, paid in cash and ESOP
• High Quality Leads: your brokers work warm, advice led referrals, not cold leads
• Build It Properly: an in-house tech team to build the systems you design, so the engine isn’t held together with spreadsheets
• Keep Your Hand In: if you’re accredited and love being in front of clients, there’s room to keep working deals alongside leading the team
• Leadership Access: a direct line to our Head of Advice & Delivery, with real ownership over how the team runs
• Annual Reviews: we undertake annual pay, bonus and performance reviews, along with an equity plan to recognise the great work being done by our top performers
• Adaptable Working Arrangements: including hours and location (with an expectation to regularly attend our Sydney HQ)
• Growth: recognised in the AFR Fast 100 fastest growing companies in Australia, with a team that’s scaling and a role that grows with it
• Culture: professional casual environment with no office politics, a young, fun team that actually get along, and a flat structure with no hierarchy to get in the way of good ideas
• Support: onshore client service and offshore processing support, so your team works in their genius zone If this opportunity excites you as much as the prospect of finding our next team member excites us, please apply here with your CV and a few lines on each of these:
• The best broker or lender you’ve developed: where they started, what you did, and where they are now
• A performance conversation you started
• A system or process you built or fixed for a sales team
• A decision you owned end to end

📌 Sales Manager, Mortgage Broking (Sydney)
🏢 Pivot Wealth
📍 Sydney