The Company

Our client is a boutique Australian asset management firm, established over a decade ago and is recognised for its research-driven approach to portfolio construction. The business specialises in the design and management of multi-asset managed accounts, partnering exclusively with financial advisers and licensee groups.

What sets this firm apart is its commitment to behavioural finance principles and evidence-based investing — creating smarter, risk-aware portfolios that deliver consistency and confidence for advisers and their clients. The company’s approach to portfolio construction blends behavioural finance insights with deep research and academic expertise. The team takes pride in providing forward-thinking solutions that balance growth, protection and innovation.

The Role

An exciting opportunity exists for a motivated and strategic Business Development Manager to join this growing national team.

Based in Sydney, you’ll focus on expanding relationships across Western Australia and South Australia, leveraging your deep understanding of how advice practices, licensees, and dealer groups operate.

You’ll promote a suite of high-quality managed account portfolios, deliver impactful presentations, and represent the brand at industry conferences and adviser events. This is an autonomous, relationship-driven role for someone who enjoys connecting with advisers and driving genuine business growth.

Key Responsibilities:

Develop and execute a sales strategy to grow market share across WA and SA, engaging directly with financial advisers, practice principals and licensee groups.

Build and maintain strong relationships with new and existing adviser firms, providing value through education, insights and tailored investment discussions.

Present investment solutions at adviser workshops, professional development days, and conferences.

Manage your sales pipeline and reporting through CRM tools, ensuring all activity and client data are accurately maintained.

Support the onboarding and transition process for new advice practices adopting the firm’s managed account portfolios.

Collaborate with internal marketing and product teams to refine messaging and develop adviser-focused collateral.

Maintain a high level of market awareness, including knowledge of financial planning practice structures, licensing frameworks and adviser distribution channels.

Travel:

Regular interstate travel to Perth and Adelaide (every 2–3 months) for client meetings and events.

Attendance at key industry conferences and adviser showcases as required.

Who you are

You’re a confident, professional relationship builder who understands the adviser landscape and knows how to turn investment capability into compelling value for clients. You’re proactive, commercially minded, and comfortable working autonomously within a boutique environment.

You’ll bring:

Demonstrated success in business development, distribution, or practice management within wealth management, funds management or financial advisory

Strong understanding of financial planning practices, licensing structures and adviser networks.

Existing relationships in Western Australia and/or South Australia (highly regarded).

Strong grasp of investment principles, portfolio construction and managed account solutions.

Excellent communication, presentation and stakeholder management skills.

Self-motivated with strong commercial acumen and attention to detail.

Degree in Finance, Commerce, Economics or a related discipline (desirable).

Salary and Benefits

Base $140k-$200k | Super | $50k-$100k Comm

Join a respected, research-driven boutique with genuine market differentiation.

Work with a collaborative, experienced leadership team that values initiative and independence.

Sydney-based role with flexible work options and regular interstate travel.

Opportunity to own your market and play a key role in national growth.

Application

Apply by clicking the link below. Please apply by sending your resume in word format to [email protected]. Alternatively you can call me on 02 9922 9633 for a completely confidential discussion.

Salexo Consulting is a specialist sales recruitment agency. Currently we have over 200 vacancies on our books. So if this role doesn’t suit please call or apply to find out more about our other live vacancies. Thank You

NB: All candidates that meet our client’s shortlist will be contacted within 2 business days.