Partnerships Manager

Finsure; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Job summary

Finsure in Melbourne is seeking a proactive Partnerships Manager to lead the national referral program across finance, mortgage broking, accounting and professional services. You will identify high-value partners, secure meetings with business owners and senior decision-makers, and present our partnership proposition.

Collaborate with brokers and marketing to create co-branded campaigns, manage the partner pipeline in CRM, monitor referrals, applications and revenue, and travel interstate as

Qualifications

• 5+ years' experience in B2B business development, partnerships or relationship management.
• Demonstrated success personally acquiring new business relationships.
• Experience within finance, mortgage broking, banking, fintech, property, accounting, professional services or a related sector.
• Existing professional relationships within relevant industries will be highly regarded.
• Strong outbound prospecting and appointment-setting capability.
• Excellent presentation, negotiation and relationship-building skills.
• Confidence communicating with business owners and senior decision-makers.
• Commercial understanding of how professional referral partnerships create value.
• Strong CRM and pipeline‑management discipline.
• Ability to work independently and be accountable for measurable results.
• Willingness to travel nationally when required.

Responsibilities

• Identify and prospect high-value potential referral partners nationally.
• Secure meetings with business owners, directors and key decision-makers.
• Present our client’s partnership proposition.
• Develop relationships from initial contact through to active referral partnership.
• Build strategic partnerships with larger accounting, property and professional services businesses.
• Develop co-branded campaigns, events, webinars and partner initiatives.
• Work with our client’s current brokers to identify and develop local referral relationships.
• Coordinate the allocation of referral opportunities to appropriate brokers.
• Maintain disciplined CRM records and partnership pipelines.
• Monitor referral activity, applications, settlements and revenue.
• Work with marketing to develop partner acquisition campaigns and resources.
• Represent our client at industry events and networking opportunities.
• Travel interstate where commercially appropriate.
• Turn partnerships into real referral activity and sustainable business growth.

Skills

B2B partnerships

New business development

Outreach prospecting

CRM & pipeline management

Relationship management

Presentation & negotiation

Senior stakeholder communication

Travel willingness

Accountability for results

Independent work

National travel

Job description

Our client is one of Finsure’s leading mortgage and finance brokerages, with a growing national presence and a strong reputation for delivering tailored lending solutions across residential, commercial, development and asset finance. With ambitious growth plans, the brokerage is looking to further expand its professional referral network by building meaningful, long-term partnerships with industry professionals and businesses across Australia.

This is an exciting opportunity to join a progressive, growth-focused brokerage that values strong relationships, collaboration and creating genuine opportunities for its brokers, referral partners and clients.

What You'll Do

• Identify and prospect high-value potential referral partners nationally.
• Secure meetings with business owners, directors and key decision-makers.
• Present our client's partnership proposition.
• Develop relationships from initial contact through to active referral partnership.
• Build strategic partnerships with larger accounting, property and professional services businesses.
• Develop co-branded campaigns, events, webinars and partner initiatives.
• Work with our client's current brokers to identify and develop local referral relationships.
• Coordinate the allocation of referral opportunities to appropriate brokers.
• Maintain disciplined CRM records and partnership pipelines.
• Monitor referral activity, applications, settlements and revenue.
• Work with marketing to develop partner acquisition campaigns and resources.
• Represent our client at industry events and networking opportunities.
• Travel interstate where commercially appropriate.
• Most importantly, you will be accountable for turning partnerships into real referral activity and sustainable business growth.

What We're Looking For

Ideally, you will have:

• 5+ years' experience in B2B business development, partnerships or relationship management.
• Demonstrated success personally acquiring new business relationships.
• Experience within finance, mortgage broking, banking, fintech, property, accounting, professional services or a related sector.
• Existing professional relationships within relevant industries will be highly regarded.
• Strong outbound prospecting and appointment-setting capability.
• Excellent presentation, negotiation and relationship-building skills.
• Confidence communicating with business owners and senior decision-makers.
• Commercial understanding of how professional referral partnerships create value.
• Strong CRM and pipeline‑management discipline.
• Ability to work independently and be accountable for measurable results.
• Willingness to travel nationally when required.

Who This Role Will Suit

You may currently be a: Lender BDM | Aggregator BDM | Partnerships Manager | Business Development Manager | Finance Industry Relationship Manager | Property Partnerships Manager | Fintech/Proptech Partnerships Manager.

You could also be an experienced mortgage or finance professional who has discovered that your greatest strength is developing relationships and creating new business. Knowledge of residential, commercial, development or asset finance will be highly regarded.