Lonsec Research & Ratings - Business Development Manager - Financial Advisors
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What you'll do
- Work collaboratively with the Head of Sales to shape and execute strategies aligned with Lonsec’s broader objectives, including client segmentation and new business development.
- Establish, maintain and nurture strong, trusted relationships with Licensee groups and Asset consultants and, in collaboration with other GDG Group sales teams, key stakeholders within large licensee groups, to support Lonsec’s growth.
- Partner with Marketing to analyse industry trends and client needs, helping inform sales tactics and guide product development initiatives.
- Manage CRM tools for accurate forecasting, maintain a healthy pipeline, and report against KPIs to drive continual improvement.
- Work closely with internal teams to foster a positive, client-focused culture while supporting broader business goals and cross-functional initiatives.
What they're looking for
- Tertiary qualifications in Business, Commerce or related discipline or equivalent comparable work experience
- Solid background in business development or sales within financial services, with proven success meeting or exceeding revenue targets in regulated environments.
- Exceptional relationship-building skills with clients and stakeholders, supported by strong commercial acumen and communication abilities.
- Thrives independently in high-pressure, target-driven settings while actively contributing to a collaborative team culture.
- Strong interpersonal, communication, and negotiation skills to build and manage lasting client and stakeholder relationships
- Analytical and commercially minded with proven problem-solving abilities
- Highly organised, with effective time management to meet deadlines and juggle priorities
- You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident
Nice to have
- Existing Adviser/head office relationships would be preferable.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We're seeking a motivated Business Development Manager to join our team in Sydney and help drive growth across the investment industry. This is a great opportunity for professionals currently working in a fund manager environment ready to step into a new role.
About Lonsec
Lonsec is one of Australia’s leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.
About The Role:
The Business Development Manager (BDM) is responsible for generating new business opportunities, building and maintaining relationships with clients, and driving revenue growth for the business.
Reporting to the Head of Sales, the BDM will leverage client feedback and insights obtained to identify new product and service opportunities, to enable the business to achieve growth targets
Responsibilities:
- Work collaboratively with the Head of Sales to shape and execute strategies aligned with Lonsec’s broader objectives, including client segmentation and new business development.
- Establish, maintain and nurture strong, trusted relationships with Licensee groups and Asset consultants and, in collaboration with other GDG Group sales teams, key stakeholders within large licensee groups, to support Lonsec’s growth.
- Partner with Marketing to analyse industry trends and client needs, helping inform sales tactics and guide product development initiatives.
- Manage CRM tools for accurate forecasting, maintain a healthy pipeline, and report against KPIs to drive continual improvement.
- Work closely with internal teams to foster a positive, client-focused culture while supporting broader business goals and cross-functional initiatives.
About You:
- Tertiary qualifications in Business, Commerce or related discipline or equivalent comparable work experience
- Solid background in business development or sales within financial services, with proven success meeting or exceeding revenue targets in regulated environments.
- Existing Adviser/head office relationships would be preferable.
- Exceptional relationship-building skills with clients and stakeholders, supported by strong commercial acumen and communication abilities.
- Thrives independently in high-pressure, target-driven settings while actively contributing to a collaborative team culture.
- Strong interpersonal, communication, and negotiation skills to build and manage lasting client and stakeholder relationships
- Analytical and commercially minded with proven problem-solving abilities
- Highly organised, with effective time management to meet deadlines and juggle priorities
What we offer
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Paid parental leave
- Volunteer and Study leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
If you're a driven professional with a passion for financial services and thrive in a dynamic, client-focused environment, we’d love to hear from you.
Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.
Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident
Company
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