Role Overview
The Business Development Manager reports to the State Manager VIC and is responsible for driving revenue, inflows, and adviser engagement by partnering with financial advisers, licensees, and practices to help them grow, improve efficiency, and effectively use the company’s investment and platform solutions.
What You Will Do
Build and grow strong relationships with a portfolio of financial advisers and practices, drive net inflows and new business across platform, managed accounts, and investment solutions, identify growth opportunities, and provide strategic practice-development support.
Why It Might Be a Fit
The ideal candidate will have solid experience in wealth management, platform distribution, or adviser-facing financial services roles, strong understanding of financial advice process, wealth platforms, investment products, and advice tech, and ability to translate market intelligence into real growth opportunities.
Requirements
- Solid experience in wealth management, platform distribution, or adviser-facing financial services roles
- Strong understanding of financial advice process, wealth platforms, investment products, and advice tech
- Proven ability to grow new business and retain adviser relationships in a competitive market
- Ability to translate market intelligence into real growth opportunities
- Able to deliver structured practice-development conversations and business analysis
- Trusted adviser capable of building deep, long-term relationships
- Strong communication, presentation, and influencing skills
- Ability to interpret data, business metrics, and inflow pipelines
- RG146 compliant
- Exceptional business and commercial acumen
Benefits
- Access to CFS Employer Super
- Support with financial services, including discounts on home loans and daily bank accounts
- Access to 24/7 confidential support covering safety, medical, and mental health services
- Additional leave day to celebrate your birthday
- Life Leave – 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel, and entertainment
To apply for this job please visit fa-eran-saasfaprod1.fa.ocs.oraclecloud.com.

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