About Lonsec
Lonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers, and super funds with top-notch research, market insights, and portfolio construction tools. Our mission is to fuel the financial industry's growth by providing unparalleled knowledge and expertise.
About The Role
The role of the Business Development Manager (BDM) is to generate new business by leveraging existing client relationships and acquiring new clients. This individual will work closely with the Lonsec Investment Solutions team to achieve new business growth for Lonsec in the WA/SA region.
Responsibilities:
Work closely with the Regional Manager, Sales - South to execute on the Lonsec sales strategy;Prospect new accounts, gather company information, seek out company decision makers, generate interest and determine the potential for the sale of Lonsec products and services;Organise and attend appointments, follow up sales opportunities, create and execute product sales campaigns;Develop thorough and deep technical knowledge regarding the Lonsec Investment Solutions, Lonsec Research and SuperRatings offerings available to clients within the allocated portfolio of product responsibilities;Liaise with the various Lonsec subsidiaries to pass on potential sales leads, key contacts and opportunities; andProvide creative ideas for increasing sales and business relationships to grow the business.Liaise with the Finance department to ensure accurate client invoicing and aged debtors' management;Compliance: liaising with legal and meeting all compliance standards; engage the Legal.ompliance team if required for due diligence;Liaise with the IT department to ensure that the technical requirements of Lonsec subscribers are addressed.
About you:
A minimum of three to five years of experience as a sales person within the fund management sector, with previous sales and business development management or practice management experience highly regarded;Ability to effectively articulate the benefits of Lonsec's product offering to a discerning market;Ability to leverage existing relationships in the financial planning industry;Excellent communication, customer service and relationship management skills;Ability to effectively manage multiple tasks to meet deadlines;Sound knowledge of the Microsoft suite of products and website navigation;Ability to work autonomously and as part of a close-knit team while taking responsibility for meeting team objectives and targets;
What we offer
Ongoing flexible working arrangementsFamily friendly work-life balancePaid parental leaveVolunteer and Study leaveGenuinely open and supportive culture with an approachable executive teamOngoing training and professional developmentWellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)Social and charity events
If you're a motivated individual who thrives in a fast-paced environment and is is eager to contribute to Lonsec's growth, we'd love to hear from you!
Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.
Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident
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