Business Development Manager
Wealth Management Platform
Platform Distribution
Confidential | Tier 1 Australian Financial Institution
Sydney Australia, Platform distribution
Financial advisers & dealer groups
We are working with one of Australia's most established and well-regarded wealth management platforms — part of a major diversified financial institution with a strong and recognised presence across investment, advisory, and banking markets.
Following a period of sustained platform growth, the business is expanding its national distribution team across multiple territories.
Platform capabilities
Extensive listed & unlisted investment access
Integrated cash management & banking
Market-leading adviser technology & reporting
Distribution base
Deep adviser & dealer group relationships
Strong practice management support model
Highly regarded brand in independent advice market
Active platform development pipeline

Own and grow financial adviser and dealer group relationships, driving platform adoption and FUA growth
Educate advisers on platform capabilities, product updates, and competitive positioning
Identify opportunities to deepen existing relationships and convert new advice practices onto the platform
Partner with internal specialists across managed accounts, banking, and technical to deliver comprehensive adviser support
Maintain disciplined pipeline reporting, and market feedback to the broader distribution team
Ideal background
Current or recent BDM, platform specialist, or relationship manager within wealth management or financial services
Established network of financial adviser or dealer group relationships within your target territory
Solid working knowledge of wrap platforms, managed accounts, and the broader advice landscape
Confident presenter — comfortable in both group forums and individual adviser meetings
This is a confidential search on behalf of the hiring institution.
For a discreet conversation about the opportunity, please reach out directly — all enquiries handled in strict confidence.

Business Development Manager
Wealth Management Platform
Platform Distribution
Confidential | Tier 1 Australian Financial Institution
Sydney Australia, Platform distribution
Financial advisers & dealer groups
We are working with one of Australia's most established and well-regarded wealth management platforms — part of a major diversified financial institution with a strong and recognised presence across investment, advisory, and banking markets.
Following a period of sustained platform growth, the business is expanding its national distribution team across multiple territories.
Platform capabilities
Extensive listed & unlisted investment access
Integrated cash management & banking
Market-leading adviser technology & reporting
Distribution base
Deep adviser & dealer group relationships
Strong practice management support model
Highly regarded brand in independent advice market
Active platform development pipeline

Own and grow financial adviser and dealer group relationships, driving platform adoption and FUA growth
Educate advisers on platform capabilities, product updates, and competitive positioning
Identify opportunities to deepen existing relationships and convert new advice practices onto the platform
Partner with internal specialists across managed accounts, banking, and technical to deliver comprehensive adviser support
Maintain disciplined pipeline reporting, and market feedback to the broader distribution team
Ideal background
Current or recent BDM, platform specialist, or relationship manager within wealth management or financial services
Established network of financial adviser or dealer group relationships within your target territory
Solid working knowledge of wrap platforms, managed accounts, and the broader advice landscape
Confident presenter — comfortable in both group forums and individual adviser meetings
This is a confidential search on behalf of the hiring institution.
For a discreet conversation about the opportunity, please reach out directly — all enquiries handled in strict confidence.

Business Development Manager

Job Description