Wealth Adviser Partnerships Lead

Macquarie Group

Melbourne

Hybrid

AUD 120,000 - 170,000

Full time

14 days+

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Benefits offered by this job

Wellbeing leave day per year
Service bonus leave days
Parental leave (up to 20 weeks)
Volunteer leave and donation matching
Gender affirmation leave
Employee Assistance Program
Learning and development opportunities
Hybrid/flexible working arrangements
Work from home equipment reimbursement

Job summary

Macquarie Wealth Solutions is seeking a commercially minded Business Development Manager to identify, develop and convert new adviser relationships across the wealth management market in Melbourne. You will build credibility with advisers, licensees and stakeholders, leveraging market knowledge and a consultative sales approach to deliver long-term partnerships.

You will nurture opportunities, influence decision-makers and execute a disciplined business development strategy to drive growth for

Qualifications

  • Experience in business development, relationship management or sales within financial services or wealth management.
  • Knowledge of the financial adviser market and wealth management industry.
  • Proven ability to build and maintain relationships with external clients and senior stakeholders.
  • Strong prospecting, influencing and negotiation skills with a track record of growth.
  • Excellent communication and presentation skills, with ability to tailor approach to audiences.
  • Strong commercial acumen and ability to convert opportunities.
  • Growth mindset with resilience and results focus.
  • Ability to work across multiple internal teams and leverage networks.

Responsibilities

  • Identify, develop and convert new opportunities within the IFA and dealer group market.
  • Proactively build relationships with advisers, licensees and stakeholders.
  • Understand client needs and market dynamics to position Macquarie's wealth solutions.
  • Enable long-term partnerships through a disciplined business development strategy.

Skills

BD sales experience
Relationship management
Financial adviser market knowledge
Prospecting & negotiation
Communication & presentation
Strategic thinking
Stakeholder management
Networking
Industry contacts network

Job description

At Macquarie Wealth Solutions, we partner with financial advisers to help them grow their businesses and deliver exceptional outcomes for their clients. We are looking for a commercially minded and relationship-driven Business Development Manager to join our high-performing team and drive the acquisition of new adviser relationships across the wealth management market.

This is an exciting opportunity to represent one of Australia's leading wealth businesses, providing advisers with access to market-leading investment, platform, and wealth solutions while building a strong network and profile within the financial advice community.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As a Business Development Manager, you will be responsible for identifying, developing and converting new business opportunities within the Independent Financial Adviser (IFA) and dealer group market.

You will proactively build relationships with advisers, licensees and key industry stakeholders, developing a deep understanding of their business models, growth objectives and client needs. By leveraging your market knowledge and consultative sales approach, you will position Macquarie's wealth solutions to deliver meaningful value and long-term partnerships.

Success in this role will come from your ability to build credibility quickly, uncover opportunities, influence key decision-makers and execute a disciplined business development strategy.

What You Offer

  • Experience in business development, relationship management or sales within financial services, wealth management, platforms or investments.
  • Knowledge of, or a strong interest in, the financial adviser market and broader wealth management industry.
  • Proven ability to build and maintain effective relationships with external clients and senior stakeholders.
  • Strong prospecting, influencing and negotiation skills with a track record of achieving growth targets.
  • Excellent communication and presentation skills, with the ability to tailor your approach to different audiences.
  • Strong commercial acumen and the ability to identify and convert new business opportunities.
  • A growth mindset, resilience and a results-focused approach.
  • Strong stakeholder management skills with the ability to work effectively across multiple internal teams.
  • An existing network of Financial Advisers, licensees or industry contacts will be highly regarded.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What We Offer

Benefits

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

  • 1 wellbeing leave day per year
  • Up to 5 additional service bonus leave days per year
  • Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
  • Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
  • Access to a wide range of salary packaging options
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.

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