Sales and Marketing Manager

CPL INTERNATIONAL PTY LTD; Sydney; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Performance-based incentives

Job summary

CPL International Pty Ltd is seeking an experienced Sales and Marketing Manager for its financial services division in Sydney. You will lead business development, client acquisition, and comprehensive marketing efforts to grow revenue and strengthen brand presence.

The role emphasizes relationship management, regulatory compliance, and delivering professional client service. You will manage campaigns, digital marketing, webinars, and strategic partnerships while ensuring high standards of

Qualifications

• Proven experience in sales, marketing, business development or relationship management in financial services.
• Track record of achieving sales and revenue targets.
• Strong understanding of financial services market and client acquisition.

Responsibilities

• Develop and execute sales strategies to achieve revenue and growth targets.
• Identify, qualify, and convert new business opportunities across target markets.
• Build and manage a strong sales pipeline using CRM systems.
• Prepare proposals, presentations, tenders, and commercial submissions.
• Negotiate commercial arrangements and partnerships within approved parameters.
• Develop referral and strategic partnership channels to generate qualified leads.
• Monitor client retention, engagement, and share of wallet.

Skills

Sales & Marketing

Business Development

CRM

Strategic Planning

Education

Bachelor's degree

Tools

CRM

Job description

Job Type: Permanent position | Full time position

Job Description

Sales and Marketing Manager – Financial Services Position Overview

We are seeking an experienced and commercially driven Sales and Marketing Manager to lead business development, client acquisition, marketing, and relationship management initiatives within our financial services business.

The successful candidate will develop and execute strategies to grow revenue, generate new business opportunities, strengthen our brand presence, and build long-term relationships with clients and strategic partners. This role is suited to a confident sales and marketing professional who understands the financial services environment and can balance strong commercial outcomes with a high standard of professionalism, client service, and regulatory compliance.

Key Responsibilities

Sales & Business Development

Develop and execute sales strategies to achieve revenue and growth targets. Identify, qualify, and convert new business opportunities across target markets.

Build and maintain strong relationships with clients, referral partners, professional networks, and strategic partners. Develop and manage a strong sales pipeline using CRM systems. Conduct client meetings, presentations, sales consultations, and business development activities.

Prepare proposals, presentations, tenders, and commercial submissions. Negotiate commercial arrangements and partnership opportunities within approved parameters. Develop referral and strategic partnership channels to generate qualified leads.

Identify opportunities to increase client retention, engagement, and share of wallet. Monitor competitor activity, market conditions, and emerging opportunities.

Marketing

Develop and implement an annual marketing strategy aligned with business objectives. Plan and manage campaigns designed to generate qualified leads and increase brand awareness. Manage digital marketing activities, including website content, email marketing, social media, search marketing, and online campaigns.

Develop high-quality marketing materials, client communications, presentations, brochures, and digital content. Coordinate webinars, seminars, networking events, client events, and industry activities. Develop content that communicates the organisation's expertise, value proposition, and service offering.

Monitor marketing performance, lead sources, conversion rates, and return on investment. Work with external marketing agencies, designers, and other suppliers where required.

Client & Relationship Management

Build trusted and professional relationships with existing and prospective clients. Develop a strong understanding of clients' needs and identify appropriate opportunities for further engagement. Ensure a high standard of client communication and service throughout the sales process.

Work closely with internal teams to ensure a smooth transition from prospect to client. Support client retention and relationship management initiatives. Monitor client feedback and market intelligence to identify opportunities for service improvement.

Compliance & Risk Awareness

Ensure sales and marketing activities are conducted in accordance with applicable financial services legislation, regulatory requirements, company policies, and internal procedures. Ensure marketing and promotional materials are accurate, appropriately approved, and consistent with regulatory requirements.

Maintain appropriate records of sales, marketing, client interactions, and business development activities. Work collaboratively with compliance, risk, legal, and senior management teams where required. Maintain a strong understanding of responsible selling, privacy, confidentiality, and appropriate client communication practices.

Reporting & Performance Management

Establish and monitor sales and marketing KPIs. Prepare regular reports covering sales activity, pipeline performance, lead generation, conversion rates, revenue, and campaign results.

Analyse customer and market data to identify trends and opportunities. Provide recommendations to senior management regarding growth strategies and market opportunities. Manage sales and marketing budgets effectively.

Team Leadership

Lead, motivate, and develop sales and marketing personnel. Establish clear targets, KPIs, and performance expectations.

Provide coaching, mentoring, and regular performance feedback. Foster a high-performance, ethical, customer-focused culture. Collaborate with operations, finance, compliance, risk, and other internal teams to achieve business objectives.

Key Performance Indicators

Performance will be measured against agreed targets, including: Revenue and sales growth

New client acquisition Qualified leads generated Lead-to-client conversion rate

Sales pipeline value and velocity Client retention and relationship growth Referral and strategic partnership growth

Marketing campaign ROI Brand awareness and engagement Customer satisfaction

Compliance with internal policies and regulatory requirements

Skills & Experience

Proven experience in sales, marketing, business development, or relationship management within financial services.

Demonstrated track record of achieving sales and revenue targets. Strong understanding of the financial services market and client acquisition environment. Experience developing and implementing sales and marketing strategies.

Strong relationship-building and networking capabilities. Excellent written and verbal communication skills. Strong negotiation and presentation skills.

Commercially minded with strong analytical and problem-solving abilities. Experience using CRM systems and sales reporting tools. Understanding of digital marketing, social media, email marketing, and lead‑generation strategies.

Strong attention to detail and understanding of the importance of compliance in financial services. Proven ability to manage multiple priorities and work to deadlines. Experience leading or mentoring a team is highly desirable.

Qualifications

Bachelor’s degree or equivalent qualification in Marketing, Business, Finance, Commerce, Communications, or a related discipline preferred. Relevant financial services qualifications or industry experience will be highly regarded.

Any required regulatory or industry-specific accreditation will be required depending on the nature of the financial services business and the responsibilities of the position.

Personal Attributes We are looking for someone who is:

Commercially focused and results driven

Professional, ethical, and trustworthy

Confident and persuasive

Client-focused and relationship oriented

Strategic and commercially minded

Highly organised and proactive

Analytical and commercially aware

An excellent communicator

Comfortable working in a regulated environment

Capable of building strong internal and external relationships

Motivated by achieving measurable business growth

What

We Offer Competitive salary package Performance-based incentive structure

Professional development and career progression opportunities Supportive and collaborative working environment Exposure to senior stakeholders and strategic business initiatives

Opportunity to play a key role in growing an established financial services business