Business Development Associate - Funds Management

About the Role

Our client, a reputable fund manager known for a strong investment history and expanding presence within the adviser marketplace, is seeking a Business Development Associate to join their distribution team. The successful candidate will focus on increasing engagement and inflows via the financial adviser channel.

Key Responsibilities

• Conducting a large volume of outgoing calls to financial advisers, paraplanners, and research teams from independent practices, licensee-aligned groups, and private wealth firms.
• Identifying and qualifying new adviser prospects and scheduling meetings for the Business Development Manager (BDM) team.
• Managing a portfolio of smaller or emerging adviser accounts through direct phone engagement to foster relationships and drive investments.
• Following up on webinars, roadshows, events, and marketing campaigns to convert interest into meetings and fund inflows.
• Explaining fund offerings, performance, and investment rationale to advisers, while addressing common objections.
• Utilizing CRM systems, platform flow data, and research analytics to focus outreach efforts and prioritize opportunities effectively.
• Assisting BDMs in preparing for meetings and post-meeting follow-ups, with opportunities to participate in adviser meetings as experience grows.
• Coordinating adviser events, professional development sessions, and roadshows.

Candidate Requirements

• Between 2 and 5 years of client-facing experience in financial services, including backgrounds such as funds management, platform operations, private wealth, financial advice, or adviser-facing sales support are desirable.
• Comfortable and motivated by making outbound calls, with resilience to handle rejection and maintain a positive approach.
• A sincere interest in financial markets and investing, capable of articulating investment concepts clearly and convincingly.
• Highly organized with the discipline to manage substantial activity levels and maintain a robust pipeline.
• Ambitious to advance quickly into a Business Development Manager role.
• Experience with CRM software (Salesforce or comparable systems) is advantageous.
• A tertiary qualification in finance, commerce, economics, or a related discipline.
• RG146 compliance is preferred or a willingness to complete the qualification.

Benefits and Opportunities

• Accelerated progression into a BDM position, with advancement tied directly to performance.
• Direct ownership of adviser relationships and engagement with the adviser market.
• Mentorship from seasoned BDMs and exposure to the investment team.
• Competitive base pay supplemented by performance-based incentives.
• Work within a collaborative and dynamic team environment.