Business Development Manager, Private Wealth & Broking
Core
Drive adoption of the HUB24 platform in the Broker and Private Wealth channels by building trusted relationships with advisers and brokers.
Role type
Business Development Manager (Financial Services)
Builds
Platform adoption and sales growth for Broker and Private Wealth clients
Domain
Financial Services / Private Wealth / Broking
Deliverable
product features
Required skills
Business development, territory planning, pipeline management, relationship building, financial product knowledge, regulatory understanding, presentation, negotiation, CRM usage
Preferred skills
Established network in private wealth and broker markets
Responsibilities
Develop and execute territory and adviser panel plans, build and manage prospect pipeline, partner with internal teams for client transitions, deliver platform demonstrations and training, represent company at industry events
Seniority
Mid-Senior, hands-on IC