At Selfwealth by Syfe, we’re transforming how everyday Australians approach stock market investing. By providing one of the country’s most intuitive mobile and web platforms, we’ve driven down investment costs while empowering individuals to take control of their financial future.

As part of Syfe, the largest investment platform in APAC with over US$10 billion in assets under administration, we are united by a mission to make wealth-building simpler, smarter, and more accessible. Backed by US$132 million in funding, including our Series C round, Syfe is a trusted partner for over 250,000 in Singapore and 130,000 in Australia. Together, we aim to shape the future of wealth for millions during Australia’s largest generational wealth transfer in history by delivering innovative tools and experiences for anyone ready to build real, long-term wealth.

The Right Profile

The Business Development Manager (BDM) role is a key part of a high performing sales and distribution team. You will use your proven sales skills to promote and distribute the Selfwealth Adviser Platform to Financial Advice practices nationally, as the preferred solution for managing their client's direct equity investments, to secure all or part of their business. You will do this by leveraging existing networks and relationships and by undertaking strategic Business Development activity whilst being compliant with relevant regulations and policies.

This is a great opportunity to work directly with the Head of Sales and Senior BDM in a small team where you can make an impact.

Key Responsibilities

Client Acquisition and Relationship Management

• Drive and grow the sales pipeline by identifying and pursuing new revenue opportunities
• Build and maintain strong relationships with financial service professionals, engaging with prospective clients to identify opportunities for revenue growth
• Work with senior members of the team to support the acquisition of AFSL and Adviser opportunities.
• Expand the Selfwealth Adviser platform by registering, onboarding, and supporting new Adviser clients throughout their integration process.
• Represent Selfwealth at industry conferences, events, seminars, and networking events as required.
• Collaborate with internal teams to align business development efforts with overall company objectives.
• Maintain accurate and up-to-date records of Adviser interactions and activities in the CRM system.
• Work closely with the adviser services team to assist and provide guidance with Adviser queries related to platform questions, client onboarding, stock transfers and account maintenance.
• Stay informed on economic trends, industry developments, and competitor activities to serve as a key source of market insights and intelligence.

Minimum Qualifications

• 3 years experience in a business development role or team in the financial services/wealth management industry.
• Established relationships with Financial Advisers or Licensees will be highly valued.
• Deep understanding of market dynamics, competitor landscape and regulatory and compliance requirements.
• Ability to build and maintain relationships with Advisers, Licensees and various other stakeholders.
• Adaptability and resilience to thrive in dynamic and fast-paced environments
• Must be Melbourne based

Preferred Qualifications

• Previous experience working in a financial planning office or with direct equity or wealth management platforms.
• Experienced Business Development Associate or Training and Relationship Manager looking to transition to a Business Development Manager (BDM) role.

Come As You Are

We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.

Due to the volume of applications, we regret that only shortlisted candidates will be notified.