New Business Manager

Praemium is seeking a commercially driven New Business Manager to drive growth and market penetration across the Private Wealth, High Net Worth and financial adviser market in Sydney.

This role is responsible for identifying, developing and closing new business opportunities by building trusted relationships with HNW financial advisers, private wealth advisers, IFA practices and strategic partners. The successful candidate will understand adviser needs, promote Praemium’s suite of custody and non-custody investment solutions, and demonstrate how our platform can support business growth, investment choice and stronger client outcomes.

This is a true new business development role. Success will be defined by high-quality prospect engagement, disciplined sales activity, new business conversion, strategic partner relationships and contribution to Praemium’s growth across the HNW and private wealth advisory sector.

You

We are seeking candidates who are commercially curious, proactive and confident building credibility with sophisticated advice businesses.

You thrive in externally facing environments and enjoy opening new conversations, influencing outcomes and developing long-term adviser relationships. You are comfortable engaging with advisers, principals and senior practice stakeholders, and can clearly articulate complex investment platform concepts in a practical, commercial and persuasive way.

You are someone who:

• Builds credibility quickly with financial advisers, private wealth firms and strategic partners.
• Is confident prospecting, presenting and progressing new business opportunities.
• Understands investment platforms, public and private markets, industry trends and the broader financial services landscape.
• Can confidently discuss investment solutions, ideally including equities, exchange traded funds and alternative investments.
• Brings strong commercial awareness and understands the needs of HNW and private wealth advice businesses.
• Is confident negotiating, problem solving and navigating complex client requirements.
• Works collaboratively with internal teams to support business growth and client outcomes.
• Is organised, self-directed and comfortable managing competing priorities in a dynamic environment.

Key Responsibilities

• Identify, develop and convert new business opportunities across the Sydney HNW, private wealth and financial adviser market.
• Build trusted relationships with financial advisers, private wealth practices, IFA firms and strategic partners.
• Deliver tailored sales conversations and presentations that connect adviser needs with Praemium’s custody and non-custody investment solutions.
• Conduct targeted prospecting, networking and industry engagement to expand Praemium’s presence and pipeline.
• Collaborate with strategic partners and internal teams to support aligned growth opportunities and strong client outcomes.
• Share market feedback, adviser insights and competitor observations to support product, technology and marketing initiatives.
• Maintain disciplined pipeline, CRM and activity reporting to support sales planning and business outcomes.

Desired Qualifications, Experience and Competencies

• 5+ years’ recent experience in business development roles and relationship management within investment platforms, wealth management, private wealth or a related financial services environment.
• Recent experience working directly with financial advisers is essential.
• Strong understanding of investment platforms, financial advice businesses and the broader financial services landscape.
• Knowledge of equities, exchange traded funds and alternative investments is highly regarded.
• Experience building relationships with HNW advisers, private wealth firms or strategic partners is preferred.

What We Offer

• Flexible hybrid work environment – split your time between home and the office.
• Competitive salary with annual performance incentive.
• Comprehensive leave benefits, including paid parental leave and purchased leave options, volunteer leave and study leave.
• Access to novated leasing and financial wellness courses.
• Professional development opportunities tailored to your growth.
• Access to self-paced online training courses covering a range of professional and personal development topics.
• Access to health and wellbeing programs, flu shots and EAP.
• Bookclub, footie tipping, and lots of ways to engage with the wider team.

How to Apply

Please apply with your CV and cover letter detailing how your experience and career interests align with the key responsibilities and competencies of this role.

We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates.

Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.

About Us

Praemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer a fully integrated platform designed to help every part of an investor’s wealth be managed in one place. With record funds under administration reported in FY26, we deliver innovative technology and exceptional service to leading institutions, private wealth firms and financial advisers.

We pride ourselves on empowering financial advisers to efficiently manage the wealth of people in Australia. Join us on our mission to redefine wealth management and help shape the future of financial services!