Business Development Manager — Wealth Management Platform - Platform Distribution
Sydney Australia, Platform distribution
We are working with one of Australia's most established and well-regarded wealth management platforms — part of a major diversified financial institution with a strong and recognised presence across investment, advisory, and banking markets. Following a period of sustained platform growth, the business is expanding its national distribution team across multiple territories.
Platform capabilities
- Extensive listed & unlisted investment access
- Integrated cash management & banking
Distribution base
- Strong practice management support model
- Highly regarded brand in independent advice market
The role
- Own and grow financial adviser and dealer group relationships, driving platform adoption and FUA growth
- Educate advisers on platform capabilities, product updates, and competitive positioning
- Identify opportunities to deepen existing relationships and convert new advice practices onto the platform
- Partner with internal specialists across managed accounts, banking, and technical to deliver comprehensive adviser support
- Maintain disciplined pipeline reporting, and market feedback to the broader distribution team
Ideal background
- Current or recent BDM, platform specialist, or relationship manager within wealth management or financial services
- Established network of financial adviser or dealer group relationships within your target territory
- Solid working knowledge of wrap platforms, managed accounts, and the broader advice landscape
- Confident presenter — comfortable in both group forums and individual adviser meetings
Business Development Manager employer: Thomas Frost Executive
Join a dynamic and innovative Livestock Funder that is set to make waves in the industry across Victoria and South Australia. With a strong focus on employee growth, we offer a collaborative work culture that values ambition and passion for livestock funding, providing you with the opportunity to build meaningful relationships and drive significant business growth. Our commitment to your professional development ensures that you will thrive in a supportive environment while contributing to our exciting expansion plans.
