The Business Development Manager will grow adviser relationships, drive client acquisition strategies, and support financial planning growth targets overall to improve market position.
About Us
Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with almost $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.
Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.
Your New Role
As a Business Development Manager, you'll directly contribute to Australian Ethical’s growth within the financial planning channel, targeting adviser and dealer groups. You’ll leverage your experience building, deepening and retaining client relationships as well as supporting and driving client acquisition strategies to help achieve net flows and FUM growth targets. If you're looking to maximise your impact and be part of AE's exciting growth journey, this could be the opportunity for you!
Key Responsibilities Include:
· Develop, manage and grow IFA and adviser relationships to improve AE’s market position and achieve growth targets
· Represent the AE brand and values in the adviser market at meetings, conferences and events
· Continually identify, develop and assess opportunities for increased brand and FUM growth in the adviser channel
· Develop relationships with key stakeholders in platforms and dealer groups to identify new sales and marketing opportunities and activity
· Contribute to AEI's corporate objectives including short and long term FUM growth, net flow, brand and profit targets
· Align activity to targeted expenses across key areas such as conferences and sponsorships to maximise ROI in channel
· Develop and manage a panel of adviser and dealer group relationships through online and face-to-face meetings and stakeholder presentations
· Identify product, process and service improvements to support adviser satisfaction
What we’re looking for:
You have a passion for delivering exceptional experience to clients, bringing a consultative approach to forming and deepening relationships whilst achieving sales targets. If you have the following, we’d love to hear from you:
· 5+ years’ experience in a client facing role withing Investments and Super, with a focus on the adviser channel
· Experience in some or all of the following - investments, superannuation, platforms, insurance and/or financial advice
· Demonstrated customer service ethic with the ability to cultivate positive relationships and beneficial outcomes
· Relevant qualifications including ASIC RG146 or Diploma of Financial Services
· Strong verbal and written communication skills, and the ability to take initiative and present with confidence
· Alignment with our values – Action, Authenticity, Empathy, Curiosity and Connection
What’s in it for you:
· A competitive salary with bonus earning potential
· Hybrid work arrangements
· Wellbeing program that includes an extra 5 days of leave above statutory requirement
· Purpose aligned volunteer days
· 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period
Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note
Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
Top Skills
Asic Rg146
Diploma Of Financial Services
Financial Services
Investment Management
Superannuation
Australian Ethical Investment Sydney, New South Wales, AUS Office
Level 8, 130 Pitt Street, , ,, Sydney, NSW , Australia, 2000
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