SMSF Business Development Manager

Prime Financial Group; City of Melbourne; In loco; AUD 110.000 - 160.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Melbourne CBD office

End-of-trip facilities

Wellbeing & development

Descrizione del lavoro

Prime Financial Group in Melbourne is seeking a commercially driven SMSF Business Development Manager to grow our SMSF business by developing and converting opportunities across referral partners, accountants, advisers, brokers and direct client channels.

You will build strategic relationships, manage end-to-end sales pipelines, collaborate with marketing and leadership, and work across Prime units to deliver sustainable growth through exceptional client and partner engagement.

Competenze

• Proven ability to develop and convert SMSF opportunities.
• Experience building relationships with accountants, advisers, brokers and referral partners.
• Excellent communication and stakeholder engagement skills.

Mansioni

• Develop, manage and convert a strong pipeline of SMSF opportunities to achieve growth targets.
• Build and maintain strategic relationships with accountants, advisers, brokers and referral partners.
• Identify and secure new referral partnerships that support long-term growth.
• Manage end-to-end sales process from lead qualification through proposal, conversion and handover.
• Support onboarding and transition of new SMSF clients and intermediary groups to ensure positive client experience.

Conoscenze

Business development

Relationship management

Sales pipeline

CRM systems

Communication

Formazione

Bachelor's degree in Finance / Business / related field

Strumenti

Salesforce

CRM platforms

Descrizione del lavoro

At Prime Financial Group, we're looking for a commercially driven relationship builder to help drive the next phase of growth for our SMSF business.

As our SMSF Business Development Manager, you'll play a key role in growing our SMSF business by developing and converting new opportunities across referral partners, accountants, financial advisers, brokers, strategic referral partners and direct client channels.

Working closely with our SMSF leadership team, Marketing and broader Prime business units, you'll leverage existing relationships, build new networks and help deliver sustainable growth through exceptional client and partner engagement.

If you're passionate about business development, relationship management and helping clients achieve better outcomes through SMSF solutions, we'd love to hear from you.

What you'll be doing

This is a hands-on growth-focused role where you'll be responsible for building meaningful partnerships and driving new business opportunities. You'll:

• Develop, manage and convert a strong pipeline of SMSF opportunities to achieve agreed growth and revenue targets.
• Build and maintain strategic relationships with accountants, financial advisers, brokers and referral partners.
• Identify and secure new referral partnerships that support long‑term business growth.
• Manage the end-to-end sales process from lead qualification through to proposal, conversion and client handover.
• Support the onboarding and transition of new SMSF clients and intermediary groups, ensuring a positive client experience.
• Identify cross‑referral opportunities across Prime Financial Group and collaborate with other business divisions to maximise client outcomes.
• Partner with Marketing to support targeted campaigns, events and business development initiatives.
• Maintain accurate pipeline, activity and forecasting data within Salesforce and provide regular reporting on business development performance.
• Represent Prime at industry events, professional networks and client meetings to strengthen relationships and generate opportunities.
• Seek opportunities to improve processes, leverage technology and contribute to the ongoing growth of the SMSF division.

What you'll bring

You're a proactive and commercially minded professional who enjoys building trusted relationships and delivering measurable results.

You'll ideally have:

• Proven business development, relationship management or client‑facing experience within SMSF, wealth management, financial advice, accounting, banking or professional services.
• Strong understanding of Self‑Managed Super Funds (SMSFs), industry trends and the broader adviser, accountant and intermediary ecosystem.
• Demonstrated success identifying, developing and converting new business opportunities through referral networks, strategic partnerships or direct client acquisition.
• Experience building and maintaining strong professional relationships with accountants, financial advisers, brokers, lawyers and other referral partners.
• Strong commercial acumen and the ability to manage a sales pipeline, forecast opportunities and deliver growth outcomes.
• Excellent communication, presentation and stakeholder engagement skills.
• Experience using CRM systems to manage leads, opportunities, reporting and business development activity. Salesforce experience will be highly regarded.
• A collaborative mindset and the ability to work effectively across sales, operations, marketing and service delivery teams.
• Strong organisational skills with the ability to manage multiple opportunities and priorities simultaneously.

Highly regarded:

• Experience presenting to professional networks, referral partners or industry events.
• Experience leveraging digital marketing, lead generation campaigns or strategic partnerships to generate business opportunities.
• Relevant qualifications in Business, Accounting, Finance or a related discipline.
• SMSF, financial services, sales or relationship management training and professional development.

Why Prime?

At Prime Financial Group, we're not just growing. We're building something extraordinary.

With more than 200 team members, we're a market‑leading Advisory, Capital & Asset Management firm that combines entrepreneurial thinking with the strength and stability of an established listed organisation. As a business with 45% team ownership, we empower our people to think differently, take ownership and make a meaningful impact.

What's in it for you?

• The opportunity to drive growth within our SMSF division
• Access to an established network of clients, advisers and referral partners.
• Direct collaboration with senior leaders and business owners.
• A supportive, high‑performing and entrepreneurial team culture.
• Ongoing learning, mentoring and professional development opportunities.
• Hybrid working and a vibrant Melbourne CBD office.
• End‑of‑trip facilities.
• A genuine commitment to employee wellbeing and development.