Business Development Manager - Adviser Services Department: Sales
Employment Type: Permanent - Full Time
Location: Sydney
Reporting To: State Manager
Description We are seeking a driven Business Development Manager to join Betashares' distribution team and deliver our sales and service proposition to financial advisers.
As a key contributor to the Betashares sales team, you will be expected to undertake the full spectrum of distribution activity - from prospecting the client database and face-to-face interaction with financial advisers, right through to meticulous follow up, query handling and collating in-depth fund commentary and analytics.
Previous experience working as a Business Development Manager in the financial services industry will be highly regarded in this client facing role, as will a strong knowledge of investment markets, economics, and the portfolio construction processes. Prior outbound sales experience would be advantageous, as will those who have a sound knowledge of the financial services industry in Australia.
The role will be Sydney based and may require interstate and regional travel. The role ultimately reports to the National Head of Wealth / State Manager, and may have supervisory and mentoring guidance from the Head of Distribution.
This is a fantastic opportunity to build knowledge and a career in one of the most innovative and progressive funds management firms in the financial markets industry.
Additionally, there is scope and possibility to be involved in other segments in the future e.g. Institutional and/or Key Accounts.
Key Responsibilities Execute sales activities in the adviser channel for specific regions and/or an adviser panel as assigned by the Head of Distribution and State Manager to achieve assigned KPIs. Manage Adviser panel including both IFAs and leading advisers within national groups. Ensure meticulous execution of the end-to-end sales process, including prospecting, booking meetings, conducting meetings, and all follow-ups. Identify leads, follow up on activities, profile clients, and set up meetings. Maintain and exceed key sales activity targets, including calls, meetings, and CRM updates. Cultivate and manage client relationships, ensuring Betashares provides exemplary client service to financial advisers. Present investment ideas and portfolio construction principles to clients, demonstrating the benefits of Betashares products in their portfolios. Consistently strive to raise the profile of Betashares and the investment solutions it provides.
Proactively organise seminars/webinars, conferences, and Professional Development (PD) Day participation. Manage an efficient schedule to stay constantly engaged with new and existing clients, and coordinate materials for meetings and presentations. Record sales activities and track the progress of sales opportunities in the CRM; prepare regular management and pipeline reports. Embody a high degree of integrity and always act in compliance with industry regulations. Skills, Knowledge and Expertise Relevant undergraduate tertiary qualifications are essential. Postgraduate qualifications will be highly regarded. 3-5 years of previous experience in the financial services industry (preferably in funds management and investment platforms), with a primary focus on adviser sales. Strong sales, interpersonal, and presentation skills. A willingness to prospect and make outbound calls to clients will be a key focus. Experience working within planned monthly sales activity targets and contributing to sales targets. Knowledge of portfolio construction processes and asset allocation as applied by advisers. Highly organised and able to multi-task effecitvely. Exceptional verbal and written communication skills. Strong character and professional references. Benefits Betashares believes our most important asset is our people and we are proud of the culture we have built – but we are always striving to be better. We want every Betashares employee to be doing their best work and developing their careers.
In addition to a competitive salary, we also offer:
Continuous career development and ongoing training opportunities. Access to a health and wellbeing platform with physical, mental, social and financial support programs available. Volunteering days off, so you can contribute to a cause that matters to you. Newly renovated CBD offices with fully stocked kitchen, team breakfasts and catered lunches on a regular basis. Fun and inclusive social events. #J-18808-Ljbffr