Sales Manager – Lead, Close & Drive Growth in a High-Performance Financial Firm

Location: Sydney, Australia
Position: Sales Manager
Compensation: Competitive remuneration package with performance-based incentives

About KOSEC

KOSEC – Kodari Securities is a leading financial institution, delivering elite stockbroking, wealth management, and investment solutions to ultra-high net worth individuals, family offices, trusts, SMSFs, corporations, and institutional investors.

Recognised for its cutting-edge research, world-class investment strategies, and exceptional client service, KOSEC is expanding its market presence and seeking a dynamic Sales Manager to lead from the front—driving business development, closing high-value deals, and hitting ambitious targets.

This is a unique opportunity to manage and mentor a high-performing sales team, while also actively engaging in client acquisition, revenue generation, and strategic deal-making.

The Opportunity

As a Sales Manager at KOSEC, you will play a hands-on leadership role, personally driving sales performance while leading and motivating your team. This role requires a proven deal-closer with a track record of hitting and exceeding sales targets in financial services.

You will be responsible for implementing strategies to accelerate revenue growth, expand Funds Under Management (FUM), and acquire ultra-high net worth and institutional clients.

Key Responsibilities

Sales Leadership & Business Growth

• Lead by example—personally drive client acquisition, close high-value deals, and hit ambitious revenue targets.
• Develop and execute sales strategies to grow Funds Under Management (FUM) and expand KOSEC’s high-net-worth client base.
• Build a pipeline of ultra-high net worth investors, institutional clients, and corporate partners, leveraging strong referral networks and strategic partnerships.
• Work closely with marketing and investment teams to align sales initiatives with KOSEC’s broader business objectives.
• Identify and capitalise on cross-selling opportunities across KOSEC’s investment, stockbroking, and financial planning services.

Team Leadership & Performance Management

• Lead from the front—set the standard for high-performance sales execution by closing major deals and generating revenue.
• Recruit, mentor, and manage a team of investment consultants and financial sales professionals.
• Establish clear sales targets, KPIs, and performance benchmarks, ensuring the team consistently exceeds revenue goals.
• Deliver sales training, coaching, and performance management, developing a team of top-tier financial sales professionals.
• Foster a high-energy, results-driven culture, ensuring every team member is motivated to excel in client acquisition and deal-making.

Client Relationship Management & Strategic Selling

• Build and maintain long-term relationships with ultra-high net worth investors, institutional clients, and corporate partners.
• Personally lead high-value client negotiations, structuring bespoke investment solutions that align with client objectives.
• Deliver high-impact investor presentations, market insights, and financial consultations, positioning KOSEC as the premier choice for investment services.
• Represent KOSEC at industry events, investor forums, and networking functions to strengthen the firm’s brand and market presence.

Regulatory Compliance & Ethical Sales Standards

• Ensure all sales activities align with industry regulations, compliance frameworks, and ethical investment standards.
• Maintain transparency in client interactions, delivering trusted, data-driven investment solutions.
• Monitor and manage risk across client portfolios, ensuring responsible financial advisory and deal execution.

What We Are Looking For

• Proven sales leadership experience in financial services, stockbroking, wealth management, or investment advisory.
• A strong deal-closer with a track record of hitting and exceeding revenue targets.
• Demonstrated success in client acquisition, business development, and FUM growth.
• Established networks and referral channels within the financial markets.
• Expertise in investment products, stockbroking, portfolio management, and financial strategies.
• Strong leadership, negotiation, and communication skills, with a passion for driving team success.
• RG146 compliance or relevant financial accreditation preferred.

KOSEC’s Core Values

At KOSEC, our values define our approach to sales excellence, investment leadership, and client service:

✔ Excellence: Delivering superior investment solutions and wealth management services.
✔ Client Centricity: Focusing on personalised investment strategies for ultra-high net worth clients.
✔ Accountability: Taking ownership of sales performance, ensuring consistent revenue growth and client success.
✔ Integrity: Upholding ethical investment practices and professional standards.
✔ Innovation: Continuously evolving sales strategies and investment solutions to remain ahead in the market.
✔ Leadership & Collaboration: Building and inspiring a high-performance sales team.

Why Join KOSEC?

• Elite Sales Leadership Role – Lead a dynamic team in a prestigious financial institution, while personally closing high-value investment deals.
• Uncapped Earning Potential – Competitive remuneration with performance-based incentives and commission on deal closures.
• Access to High-Value Clients & Investment Markets – Engage with ultra-high net worth individuals, institutional investors, and corporate clients.
• Professional Growth & Market Influence – Represent KOSEC in top-tier investor forums, conferences, and exclusive financial events.
• Cutting-Edge Investment & Sales Resources – Leverage KOSEC’s proprietary research, market insights, and trading platforms to drive business success.

The following links provide you with a glimpse into our company:

Events

https://www.youtube.com/watch?v=tKey80PO7OY

KOSEC on TV - Sky Business Channel

https://www.youtube.com/watch?v=wizdBmRzS2I

Channel 7

https://www.youtube.com/watch?v=mqN_06W5z34

KOSEC & UNSW Business School

https://www.youtube.com/watch?v=1OVeJuX1xMw

KOSEC & Macquarie University

https://www.youtube.com/watch?v=jx6CqP6WbCk

KOSEC TV Commercial

https://www.youtube.com/watch?v=iiCq197q84Q

If you believe you meet these criteria, kindly submit your resume or, if preferred, contact us at 1300 854 151. Please note that, due to a high volume of applications, we will only be able to reach out to successful candidates. We appreciate your understanding and request that you apply if you are located in Sydney.