Business Development Manager, Wealth
Core
Drive business development for wealth distribution by managing territories, building relationships with financial intermediaries, and selling investment products.
Role type
Business Development Manager (Wealth Distribution)
Builds
Model portfolio inclusion, fund transitions, and managed account solutions for private wealth firms, banks, and family offices.
Domain
Asset Management / Wealth Distribution
Deliverable
client delivery
Required skills
territory management, strategic account planning, sales cycle management, objection handling, CRM management, cross-functional collaboration, regulatory compliance, market research, presentation skills, relationship building
Preferred skills
experience with Australian intermediary channels, knowledge of SMA and managed account solutions, thought leadership development
Technologies
CRM systems, industry event platforms
Responsibilities
Own and manage a defined territory across licensees, private wealth firms, banks, family offices, and platform partners; Develop structured call cycles and strategic account plans; Source, qualify, and close new business through meetings, events, and targeted campaigns; Drive model portfolio inclusion and fund transitions; Represent the firm at industry events and deliver tailored presentations; Ensure all external engagement aligns with regulatory requirements and internal policies; Provide clear reporting on sales activity, pipeline, and coverage.
Seniority
Mid-Senior, hands-on IC