Lonsec

Business Development Manager – Financial Advisors

Lonsec

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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About the role

  • 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

Requirements

  • 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
  • Deep understanding of fund manager research and the broader financial services landscape, applying market insights to identify growth and shape offerings
  • 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
Benefits
  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business developmentsalesCRM managementforecastingKPI reportingmarket analysisproduct developmentfinancial servicesfund manager researchregulatory compliance
Soft Skills
relationship-buildingcommercial acumencommunicationnegotiationproblem-solvingtime managementorganizational skillscollaborationindependenceadaptability
Certifications
tertiary qualifications in Businesstertiary qualifications in Commerce