Business Development Manager

Key Responsibilities: - Identify and develop new business opportunities within Financial Advisors existing client portfolios. - Support Financial Advisors with prospecting, business development and client engagement initiatives. - Execute client advisory plans and annual review processes in collaboration with Financial Advisors. - Assist Advisors in developing their value proposition and pricing frameworks. - Support the assessment and improvement of Advisor practices through business assessment tools, dashboards and management information. - Monitor practice performance, system usage and adoption of the endorsed advice process. - Identify opportunities to improve operational efficiencies and business results. - Assist Financial Advisors and their teams with transitioning to the required business and operating model. - Provide business development support at client events, roadshows and related initiatives. - Build and maintain strong relationships with Financial Advisors, Partners, back-office teams and key stakeholders. - Contribute to the growth of Assets Under Management across the Advisor panel. Requirement: - Bachelors Degree in Commerce, Finance, Investments or a related field is essential. - 35 years relevant experience within financial services or a similar environment. - Experience within financial planning, wealth management, investments or a related financial services environment will be highly advantageous. - Experience working with or supporting Financial Advisors would be advantageous. - Strong business development and commercial acumen. - Demonstrated ability to identify opportunities and drive business growth. - Strong stakeholder management, communication and influencing skills. - Ability to operate strategically while remaining hands-on with operational responsibilities. - Strong analytical and problem-solving abilities. - Advanced Microsoft Excel proficiency. - Experience with XPlan would be advantageous. - QlikView experience would be advantageous. - CFP designation would be advantageous. IMPORTANT This position is within the financial services and wealth management sector. Candidates with experience in financial planning, investments, wealth management, financial advisory practices or a closely related financial services environment are encouraged to apply.