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Morgan Young
About the RoleWe are partnering with an established, independently owned investment management firm seeking a Business Development Associate to join its Adviser Distribution team in Sydney. This is an excellent opport…
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About the role
About the RoleWe are partnering with an established, independently owned investment management firm seeking a Business Development Associate to join its Adviser Distribution team in Sydney. This is an excellent opportunity for an early‑career professional to build a long‑term career in funds management while gaining exposure to advisers, clients, and senior commercial leaders.Key ResponsibilitiesIdentify and qualify new business opportunities, including financial advisers and retail distribution channelsConduct outbound calls and support relationship‑building with prospective clientsAssist with client presentations, proposals, and marketing materialsResearch market trends, competitors, and growth opportunities in the Australian investment landscapeSupport client retention initiatives, including events, webinars, and client meetingsMaintain accurate CRM records and prepare sales activity and performance reportsAbout YouBachelor’s degree in business, finance, economics, or a related discipline1–3 years’ experience in business development, sales, or a client‑facing roleStrong communication skills with confidence engaging senior stakeholdersGenuine interest in financial markets and investment productsHighly organised, proactive, and keen to learn in a fast‑paced environmentWhat’s on OfferExposure to the adviser distribution and funds management industryCollaborative, values‑driven cultureCompetitive remuneration and performance incentivesClear development and career progression opportunities
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