Broker Success Manager

LMG

South Australia

Hybrid

AUD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Hybrid & Flexible Working

16 Weeks Paid Parental Leave

Paid Volunteer Day

Job summary

A leading financial services provider in South Australia is seeking a Broker Success Manager to drive business growth and productivity through strategic partnerships and compliance support. The ideal candidate has experience in financial services, and strong coaching abilities to foster high-performing broker relationships. This role emphasizes business acumen and relationship-focused outcomes and offers flexible working options.

Qualifications

Minimum 3 years’ experience in financial services or business coaching.
Demonstrated experience improving performance across businesses.
Strong working knowledge of MyCRM or ability to learn.

Responsibilities

Conduct structured business planning sessions.
Support brokers to remain compliant and safe.
Drive adoption of diversification strategies across Asset Finance.
Ensure consistent participation in training programs.
Be the broker’s advocate within the business.

Skills

Strategic business acumen

Proven coaching skills

Strong facilitation and communication skills

Excellent time management

Ability to influence behavioural outcomes

Education

Cert IV in Finance & Mortgage Broking

Tools

MyCRM

Job description

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LMG is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Proudly family-owned and led, LMG supports businesses operating under their own brand, or the Loan Market brand, and partners with over 70 banks and lenders. The business has grown rapidly, with LMG brokers in both countries helping over 330,000 customers settle over $126 billion worth of loans in FY24.

We’re not a conventional company with a lot of rules and hierarchy, and we don’t intend to become one. We live our values in everything we do: Compassion for our customers, doing what we say, being curious and thinking openly, going further together, and staying hungry but humble. We’re a large company with a start-up attitude. Our success is driven by hiring outstanding people and accepting nothing less than being the best at what we do.

We are proud to be named Australian Financial Review BOSS Best Place to Work - Banking, Superannuation and Financial Services & in 2025!

About the role

The Broker Success Manager (BSM) is a pivotal leadership role within the state team, accountable for helping a defined portfolio of Loan Market brokers grow more productive, more profitable, and more sustainable businesses. As a BSM, your role extends beyond coaching - you are a strategic partner, business advisor, and performance enabler who works side-by-side with brokers to unlock growth and deliver on the Loan Market Promises.

You’ll drive uplift in settlement volumes, revenue, team development and diversification by embedding best practice, supporting execution of business plans, and holding brokers accountable to their goals. The role also plays a vital part in compliance, engagement, training participation, and the ongoing development of our broker network.

This is a relationship-led, outcome-focused role that requires business acumen, emotional intelligence, and a clear understanding of what drives high performance in broking businesses.

Key Responsibilities

Business Coaching and Growth Enablement:
- Conduct structured business planning sessions
- Deliver tailored coaching based on performance, goals and stage of business maturity
- Facilitate peer-group training sessions
- Track and support brokers’ progress against SMART goals and key milestones
Revenue, Productivity and Diversification:
- Identify growth levers including lead generation, conversion optimisation, and referral partnerships
- Help brokers develop customer acquisition strategies and increase lifetime value
- Drive adoption of diversification strategies across Asset Finance, Commercial, and White Label
- Use Profit Pulse and benchmarking insights to drive margin and operational improvement
Compliance and Operational Health:
- Support brokers (in collaboration with compliance coaches) to remain compliant and safe, with an average audit score above 6.0
- Drive adoption and optimal usage of MyCRM and core systems
- Be the go-to person for coordination of internal support (e.g., compliance, marketing, talent force)
Engagement and Capability Building:
- Ensure consistent participation in PD Days, conferences and state training programs (target: 75% attendance across portfolio)
- Collaborate with training specialists to identify and address skills gaps
- Promote use of Brokerversity, Elevate, Kaizen, and other performance pathways
- Support the customer journey from lead to settlement, ensuring brokers understand key performance metrics
Internal Collaboration and Broker Advocacy:
- Be the broker’s advocate within the business, ensuring needs and blockers are escalated and addressed
- Coordinate with Implementation, Training, Recruitment, and Specialist teams to deliver seamless broker support
- Lead or support sessions such as Call-a-thons, workshops, and onboarding retreats
- Maintain accurate records of coaching sessions, commitments, and progress

To succeed in this role you will bring with you

Strategic business acumen and strong understanding of mortgage industry economics
Proven coaching skills and ability to influence behavioural and commercial outcomes
Ability to motivate and hold brokers accountable while building high-trust relationships
Strong facilitation and communication skills, capable of leading groups and managing individual coaching
Excellent time management and prioritisation in a fast-paced, target-driven environment

Experience & Qualifications:

Minimum 3 years’ experience in a senior financial services, business coaching, or mortgage broking role
Demonstrated experience improving performance across multiple businesses
Cert IV in Finance & Mortgage Broking and/or relevant coaching qualifications (desirable)
Strong working knowledge of MyCRM and key broker tools, or ability to upskill rapidly

Our benefits

Flexibility & Balance: Hybrid & Flexible Working; 6 ‘Me’ Days; Religious & Cultural Swap Leave; Extra Annual Leave (purchase)
Family & Wellbeing: 16 Weeks Paid Parental Leave; Paid Fertility Treatment Leave; 12 Days Personal Leave; Wellbeing Support
Growth & Development: Paid Study Leave; L&D Programs; Accelerate Program
Community: LMG Share Tomorrow Foundation; Paid Volunteer Day

At LMG, we know that diversity and inclusion are key to our success. We are committed to building a workplace where everyone feels valued, respected, and supported regardless of race, gender identity, sexual orientation, religion, age, or any other part of who they are. We foster a culture where everyone has the opportunity to thrive and show up as their authentic selves every day.

Seniority level