Relationship Manager - Broker (WA)

Latitude Financial Services; Western Australia; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Extra leave through Take 5 initiative

Hybrid working model

Sonder wellness app 24/7

Discounts on Latitude products

Job summary

Latitude Financial Services in Western Australia is seeking an energetic experienced Broker Relationship Manager to join our WA Broker team. This role focuses on developing and managing a portfolio of brokers across WA, driving new business, and enhancing Latitude's market presence in personal lending, motor finance and commercial lending.

The role is not desk-bound and emphasizes relationship-building, coaching and field-based engagement.

Qualifications

• Experience in B2B sales or business development or relationship management.
• Exposure to broker, lending, banking or finance industry is highly regarded.
• Knowledge of personal lending, motor finance, asset finance or consumer finance.
• Strong sales, negotiation and influencing skills.
• Ability to build trusted, long-term relationships with partners and stakeholders.
• Self-starter with strong organisational and time-management skills.
• Confidence presenting to groups and facilitating training sessions.
• Passion for delivering outcomes and exceeding targets.
• Ability to analyse data and translate insights into action.
• Current driver's licence and willingness to travel throughout WA.
• Familiar with AI tools to accelerate insights and reporting.

Responsibilities

• Build, manage and grow relationships with mortgage, asset and commercial finance brokers across WA.
• Identify, develop and convert new business opportunities.
• Create and execute territory plans aligned to growth objectives.
• Deliver face-to-face and virtual presentations, training sessions and workshops.
• Support broker onboarding, accreditation and education.
• Use data and insights to identify growth opportunities and improve performance.
• Collaborate with internal teams to deliver broker experiences.
• Drive business results through planning and execution.

Skills

B2B sales

Relationship management

Broker industry exposure

Lending knowledge

Negotiation skills

Data analysis

Public speaking/training

Time management

Driver's license & travel WA

AI tools familiarity

Job description

At Latitude Financial, we're growing rapidly, creating an exciting opportunity for an energetic and driven experienced Broker Relationship Manager to join our WA Broker team.

This is not a desk-bound sales role. It's an opportunity to build meaningful relationships, help brokers grow their businesses, and represent a leading lender in the personal loan and motor finance market.

You'll be responsible for developing and managing a portfolio of brokers across Western Australia, driving new business, increasing engagement and identifying opportunities to grow Latitude's market presence across personal lending, motor finance and commercial lending solutions.

You'll join a high-performing, supportive team that genuinely enjoys what they do. You'll receive ongoing coaching, development and support from a leader who is passionate about helping people succeed.

Must have BDM relationship management experience

What you'll be doing

• Build, manage and grow relationships with mortgage, asset and commercial finance brokers across WA.
• Identify, develop and convert new business opportunities.
• Create and execute territory plans aligned to business growth objectives.
• Deliver face-to-face and virtual presentations, training sessions and workshops.
• Support broker onboarding, accreditation and education.
• Use data and insights to identify growth opportunities and improve performance outcomes.
• Collaborate with internal sales, credit and operations teams to deliver exceptional broker experiences.
• Drive business results through strong activity, planning and execution.

What we're looking for

We're looking for someone who is commercially minded, highly motivated and thrives in a relationship-driven sales environment.

You'll bring:

• Experience in B2B sales, business development or relationship management.
• Exposure to the broker, lending, banking or finance industry highly regarded.
• Knowledge of personal lending, motor finance, asset finance or consumer finance.
• Strong sales, negotiation and influencing skills.
• The ability to build trusted, long-term relationships with partners and stakeholders
• A self-starter mindset with strong organisational and time-management skills.
• Confidence presenting to groups and facilitating training sessions.
• A passion for delivering outcomes and exceeding targets.
• The ability to analyse data and translate insights into action.
• A current driver's licence and willingness to travel throughout WA.
• You are familiar with AI tools - comfortable using tools to accelerate insights, automate routine work, prepare reporting, and tailor content quickly and effectively.

Sometimes the best candidates don’t have 100% of what is listed above, but if you have most and are confident, you’d be a good fit, we’d love to hear from you!

We make it possible - for our customers, our partners, and our people.

We believe doing great work starts with feeling supported. Our values, take ownership, pursue excellence, win together, and create tomorrow, aren't just words. They show up in how we work, how we lead, and how we look after our team.

We make it possible...

• to spend more time with your loved ones - with an extra week of paid leave each year through our Take 5 initiative.
• to balance work and life - with a hybrid working model, giving you the flexibility to work from home while connecting in the office.
• to put your wellbeing first - with Sonder, a 24/7 support app for mental and physical wellness.
• to access great financial benefits - with discounts on Latitude products and services.

When our people thrive, everything else follows.

Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment.