Business Development Manager, Accountant Referral Channel

Platinum Pacific Partners; Sydney; On-site; AUD 120,000 - 190,000; Full time

Benefits offered by this job

Bonus pool

Mentoring by leadership

Employee ownership

Long-term earning potential

Job summary

Platinum Pacific Partners in Sydney seeks a dedicated Business Development Manager to grow its investment relationship channel with accounting practices across Sydney and regional NSW.

You will develop a structured outreach program, manage a disciplined Salesforce pipeline, and convert warm introductions into long-term investment mandates for high-net-worth clients. The role requires a premium consultative approach and regular regional travel.

Qualifications

• Strong outbound sales experience, comfortable with cold outreach and high activity.
• Existing relationships in accounting or professional services are highly valued.
• Background as a financial adviser is a strong asset for understanding wealth management.
• Premium, consultative selling style rather than hard selling.
• Willing and able to travel regularly to regional NSW.
• Office-based role with initial focus on in-person engagement.
• Experience with CRM pipeline discipline, ideally Salesforce.
• Sales cycles can range from weeks to over a year depending on client relationships.

Responsibilities

• Develop outbound business development into accounting practices across NSW.
• Build a disciplined sales pipeline in Salesforce from first contact to mandate.
• Hold one-on-one meetings with partners and principals; run occasional roundtables.
• Prioritize strategic accounting relationships while maintaining broader coverage.
• Prepare tailored investment proposals with portfolio managers.
• Represent the firm at webinars and client events with the investment team.
• Participate in weekly pipeline reviews and rigorous activity tracking.

Skills

Outbound sales

Cold calling / prospecting

Relationship building

CRM / Salesforce experience

Education

Bachelor's degree in business, finance, or related field

Tools

Salesforce

Job description

Our client is a well established, privately owned Sydney investment manager with a thirty year track record managing direct equity portfolios for high net worth individuals, family offices and not for profit organisations. Independent and majority owned by its own investment team, the business has built its reputation on a disciplined, tax aware approach to portfolio management rather than pooled fund structures.

The firm works through a distinctive three way model, partnering closely with accountants and financial advisers who introduce clients while the firm manages the investment relationship directly. This is now an established but underdeveloped channel, and the business is looking for its first dedicated Business Development Manager to systematically grow it.

The Opportunity

This is a genuine business building role, not a maintenance or account management position. You will be responsible for developing new referral relationships with accounting practices across Sydney and regional New South Wales, converting warm and cold introductions into long term investment mandates for high net worth clients.

You will inherit an existing but lightly touched network of accounting firm relationships and be expected to build meaningfully on it through structured, proactive outreach.

What You Will Do

• Take ownership of outbound business development into accounting practices, with a particular focus on wealthy regional and rural centres across New South Wales
• Build and manage a disciplined pipeline through Salesforce, with clear stage gating from first contact through to proposal and signed mandate
• Run one on one meetings with accounting partners and principals as the primary engagement format, supplemented by occasional roundtable events
• Develop and prioritise a small number of key strategic accounting firm relationships alongside broader systematic coverage
• Write and present investment proposals tailored to each client's circumstances, working closely with the firm's portfolio managers
• Represent the firm at quarterly webinars and client events alongside the investment team
• Participate in weekly pipeline review meetings and maintain rigorous activity tracking

About You

• Genuine outbound sales experience, comfortable picking up the phone and making cold approaches rather than relying solely on inbound or inherited relationships
• Existing relationships within, or a strong working understanding of, the accounting and professional services sector is highly valued
• A background as a financial adviser is a strong asset, particularly if you have written client proposals and understand the wealth advice landscape
• Polished and approachable in style, with a premium, consultative manner rather than a hard sell approach
• Willing and able to travel regularly to regional and rural New South Wales as a core part of the role
• Comfortable working from the office full time, particularly in the early stages of the role
• Prior experience with CRM pipeline discipline, ideally Salesforce
• Patient and resilient, understanding that this is a relationship led sales cycle that can range from one week to eighteen months depending on the relationship

What Is On Offer

• Attractive salary, commensurate with experience
• Participation in a genuine bonus pool tied to company performance
• Direct mentoring and shadowing from senior leadership during onboarding before working independently
• The opportunity to build and own a strategically important growth channel from the ground up, with strong long term earning potential as the channel matures
• A close knit, employee owned business with a long term, low turnover culture