At a Glance
- Tasks: Grow relationships with Financial Advisers and promote innovative asset management products.
- Company: Join La Trobe Financial, a leading alternative asset manager since 1952.
- Benefits: Enjoy a competitive salary, paid volunteer days, and extra annual leave options.
- Other info: Experience dynamic team events and ongoing training opportunities.
- Why this job: Make an impact in the finance industry while enjoying great work-life balance.
- Qualifications: 5+ years in sales, preferably in asset management or financial planning.
The predicted salary is between 100000 - 140000 $ per year.
La Trobe Financial is Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading returns and to provide financial solutions that make dreams into reality.
The Opportunity
As part of our Asset Management Division of La Trobe Financial, your primary responsibility will be to maintain and grow our commercial relationships with Financial Advisers across New South Wales. This extends to supporting existing strategies and the successful launch of new products to the market. You will represent La Trobe Financial in a professional, friendly manner and demonstrate our corporate values.
Key Responsibilities
- Responsible for outbound communication with Financial Advisers to arrange appointments/follow up meetings
- Promote La Trobe Financial's full asset management product suite - supporting existing strategies and the launch of future strategies
- Activating leads to Financial Advisers, Dealer Groups and Platforms
- Achieving sales targets, generating activity and managing relationships with key financial planning groups
- Plan and implement a successful strategy to achieve sales targets, generate activity, partner with internal stakeholders, and manage relationships across clients
- Database management
- Weekly Reporting to Head of Distribution
- Effectively and regularly communicate with Financial Advisers, Dealer Group & Platform Representatives
- Travel as required for client business, divisional workshops, presentations, PD days and conferences etc
- Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial’s corporate values at all times
About You
- Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
- 5+ years sales experience in asset management, financial planning industry or similar field
- Expertise in investment strategies across asset classes, including private markets
- Proven track record in business development
- Excellent communication, interpersonal and relationship management skills
Employee Benefits
- Celebrate your birthday – with a paid day off, just for you!
- Give back – with paid volunteer days to support causes you care about
- More time for you – purchase additional annual leave when you need it
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
- Wellbeing first – access to our Employee Assistance Program (EAP)
- Keep growing – with ongoing training and development opportunities
- Unforgettable socials – from team events to celebrations you’ll actually want to attend!
- Retail therapy – enjoy discounts through Reward Gateway.
Please note, only shortlisted candidates will be contacted.
Business Development Manager in Sydney employer: La Trobe Financial
La Trobe Financial is an exceptional employer that prioritises employee well-being and professional growth, making it a fantastic place for a Senior Accountant to thrive. With a strong commitment to work-life balance, employees enjoy unique benefits such as paid volunteer days, additional leave options, and a supportive culture that fosters continuous development. Located in a dynamic environment, La Trobe Financial not only values excellence and accountability but also encourages meaningful contributions to the community, ensuring that every team member feels valued and empowered.
