Strategic Broker Relationships Lead (Vic/WA) | Flexible

Latitude Financial Services

Melbourne

Hybrid

AUD 110,000 - 160,000

Full time

3 days ago
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Benefits offered by this job

Take 5 paid leave
Flexible working arrangements
Wellbeing app 24/7 access
Employee discounts on Latitude产品
Volunteer leave
Donation matching

Job summary

Latitude Financial Services is seeking a Relationship Manager to own a diverse Victoria and WA broker portfolio. You will visit Victorian partners, manage WA relationships remotely from a desk, and drive growth by expanding the broker network and offering Latitude lending solutions.

You will leverage your B2B sales and lending knowledge, engage in presentations and training, and use data to prioritise opportunities while ensuring excellent broker and customer outcomes.

Qualifications

  • Experience in B2B sales or relationship management within broker networks.
  • Knowledge of consumer, residential or commercial lending preferred.
  • Ability to travel across Victoria and WA and manage a desk-based WA relationship.
  • Strong communication, presentation and negotiation skills.
  • Data-driven with pipeline management experience.

Responsibilities

  • Grow your broker portfolio by identifying new partners and opportunities.
  • Create and deliver a territory plan balancing Victoria field activity with WA remote management.
  • Help brokers diversify into personal and asset lending and explain Latitude products and policies.
  • Deliver presentations, product training and accreditation support in person and virtually.
  • Use pipeline data and insights to prioritise opportunities and drive growth.
  • Collaborate with colleagues to resolve issues and deliver a positive broker experience.

Skills

B2B sales
Relationship management
Business development
Broker channels
Credit policy knowledge
Communication skills
Presentation skills
Negotiation skills

Education

Mortgage broking qualification
Finance background

Job description

Latitude Financial Services is seeking a Relationship Manager to own a diverse Victoria and WA broker portfolio. You will visit Victorian partners, manage WA relationships remotely from a desk, and drive growth by expanding the broker network and offering Latitude lending solutions.

You will leverage your B2B sales and lending knowledge, engage in presentations and training, and use data to prioritise opportunities while ensuring excellent broker and customer outcomes.

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