Business Development Manager

Colonial First State; Melbourne; On-site; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Employer Super

Discounts on home loans and bank apps

24/7 confidential support

Birthday leave

Life Leave

Exclusive discounts

Job summary

Colonial First State is seeking a Business Development Manager in Melbourne to drive growth with financial advisers and practices. You will grow revenues, inflows and adviser engagement by partnering with licensees and advisers to promote investment and platform solutions.

The role focuses on onboarding, asset transitions, and platform adoption, while delivering practitioner development and market insights to expand the firm’s footprint in the VIC market.

Qualifications

• Solid experience in wealth management and adviser-facing roles.
• Strong understanding of wealth platforms and investment products.
• Proven ability to grow new business and retain adviser relationships.
• Excellent communication and presentation skills.

Responsibilities

• Build and grow relationships with financial advisers and practices.
• Drive net inflows and new business across platform, managed accounts and investments.
• Identify growth opportunities and support onboarding, asset transitions and platform adoption.
• Provide strategic practice-development support across profitability, client engagement, workflows and technology.
• Deliver platform training, workshops and strategic sessions for advisers and practice teams.
• Develop territory plans, monitor competitor activity and share market insights.
• Represent the business at industry events, conferences and professional development forums.

Skills

Wealth management

Platform distribution

Adviser-facing roles

New business growth

Data interpretation

Stakeholder engagement

Communication & presentation

Education

RG146 compliant

Job description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

This role sits within our Distribution team which is the Advisor facing part of CFS. The Business Development Manager reports to the State Manager VIC. The purpose of the BDM role is to own growth outcomes, both within our most important existing firms and across new business opportunities in the market.

You will drive revenue, inflows, and adviser engagement by partnering with financial advisers, licensees and practices to help them grow, improve efficiency, and effectively use the company's investment and platform solutions.

Your Responsibilities

• Build and grow strong relationships with a portfolio of financial advisers and practices.
• Drive net inflows and new business across platform, managed accounts and investment solutions.
• Identify growth opportunities and support advisers through onboarding, asset transitions and platform adoption.
• Provide strategic practice-development support across profitability, client engagement, workflows and technology.
• Deliver platform training, workshops and strategic sessions for advisers and practice teams.
• Develop territory plans, monitor competitor activity and share market insights.
• Represent the business at industry events, conferences and professional development forums.

Your Capability and Experience

• Solid experience in wealth management, platform distribution, or adviser-facing financial services roles.
• Strong understanding of financial advice process, wealth platforms, investment products, and advice tech.
• Proven ability to grow new business and retain adviser relationships in a competitive market.
• Ability to translate market intelligence into real growth opportunities
• Able to deliver structured practice-development conversations and business analysis.
• Trusted adviser capable of building deep, long-term relationships
• Strong communication, presentation, and influencing skills.
• Ability to interpret data, business metrics, and inflow pipelines
• RG146 compliant.
• Exceptional business and commercial acumen

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Additional leave day to celebrate your birthday
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Wurundjeri Woi Wurrung land (Melbourne, VIC).