Business Development Associate | Funds Management

Foundry Talent Partners; Sydney; Sur place; AUD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

Mentoring from BDMs

Exposure to the investment team

Direct adviser coverage

Résumé du poste

Foundry Talent Partners is seeking a Business Development Associate in Sydney to join the distribution team and drive engagement with the financial adviser channel. This is an outbound-heavy role, with most of your day spent on the phone building adviser relationships from day one.

A fast pathway into a BDM role and exposure to the investment team are on offer. The ideal candidate has 2–5 years in client-facing financial services, is comfortable with high activity, and holds a relevant

Qualifications

• 2–5 years in a client-facing financial services role (funds, platforms, private wealth, adviser-facing sales support).
• Confident outbound phone work with resilience to turn a no into a conversation.
• Genuine interest in markets and investing, able to explain concepts credibly.
• Strong organisational discipline to manage high activity and a busy pipeline.
• Ambition to step up into a BDM role.
• CRM experience (Salesforce or similar) highly regarded.
• A tertiary qualification in finance, commerce, economics or related field.
• RG146 compliance preferred or willingness to complete it.

Responsabilités

• Running a high volume of outbound calls to financial advisers, paraplanners and research teams across practices.
• Prospecting and qualifying new adviser relationships, and booking meetings for the BDM team.
• Covering a segment of smaller or emerging adviser relationships directly by phone, building engagement and inflows.
• Following up webinars, roadshows, events and campaigns to turn interest into meetings and investment.
• Talking advisers through fund range, performance and investment thesis, and handling objections.
• Using CRM, platform flow and research data to target outreach and prioritise opportunities.
• Supporting the BDMs with meeting preparation and follow-up, and joining adviser meetings as you progress.
• Helping coordinate adviser events, PD sessions and roadshows.

Connaissances

Outbound calling

CRM (Salesforce)

Client-facing sales

Financial markets interest

Pipeline management

BDM aspiration

Formation

Finance/Commerce/Economics degree

Outils

CRM (Salesforce)

Description du poste

Our client is a well-regarded fund manager with a strong investment track record and a growing presence in the adviser market. They’re looking for a Business Development Associate to join their distribution team and help drive engagement and flows across the financial adviser channel.

This is a high-activity, outbound role, and most of your day will be spent on the phone with advisers. You’ll build your own relationships and get real exposure to the adviser market from day one. For someone who performs, this role offers a faster-than-usual path into a BDM seat.

It suits someone who enjoys conversations, is comfortable picking up the phone to people they don’t know yet, and is keen to progress their distribution career quickly.

What you’ll be doing

• Running a high volume of outbound calls to financial advisers, paraplanners and research teams across independent practices, licensee-aligned groups and private wealth firms
• Prospecting and qualifying new adviser relationships, and booking meetings for the BDM team
• Covering a segment of smaller or emerging adviser relationships directly by phone, building engagement and driving inflows
• Following up webinars, roadshows, events and campaigns to turn interest into meetings and investment
• Talking advisers through the fund range, performance and investment thesis, and handling common objections
• Using CRM, platform flow and research data to target outreach and prioritise opportunities
• Supporting the BDMs with meeting preparation and follow-up, and joining adviser meetings as you progress
• Helping coordinate adviser events, PD sessions and roadshows

What you’ll bring

• 2 to 5 years’ experience in a client-facing financial services role. Backgrounds in funds management, platforms, private wealth, financial advice or adviser-facing sales support are all relevant
• Confident and energised by outbound phone work, with the resilience to turn a “no” into the next conversation
• Genuine interest in markets and investing, and able to explain investment concepts clearly and credibly
• Strong organisation and the discipline to manage a high activity rate and a busy pipeline
• Ambition to step up into a BDM role
• CRM experience (Salesforce or similar) highly regarded
• A tertiary qualification in finance, commerce, economics or a related field
• RG146 compliance preferred, or a willingness to complete it

What’s on offer

• A fast pathway into a BDM role, with progression driven by performance
• Your own adviser coverage and direct exposure to the adviser market
• Mentoring from experienced BDMs and exposure to the investment team
• A competitive base salary plus a performance-based incentive