Job Description
Business Development Manager - Asset Management
Business Development Manager - Asset Management
Direct message the job poster from La Trobe Financial
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
We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working here even better:
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! and
Retail therapy – enjoy discounts through Reward Gateway.
Please note, only shortlisted candidates will be contacted.
Seniority level
Seniority level Mid-Senior level
Employment type
Employment type Full-time
Job function
Job function Sales and Business Development
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