Business Development Manager, Wealth Distribution – Melbourne
Primary Responsibilities
* Own and manage a defined territory across licensees, private wealth firms, banks, family offices, and platform partners.
* Develop structured call cycles and strategic account plans to maximise coverage.
* Prioritise activity across key adviser platforms, tailoring engagement to each ecosystem.
* Source, qualify, and close new business through meetings, events, and targeted campaigns.
* Maintain a strong, balanced pipeline across early and late-stage opportunities.
* Drive model portfolio inclusion and fund transitions.
* Deliver impactful meetings translating investment strategies into client portfolio benefits.
* Manage objections and lead follow-ups through to conversion.
* Engage advisers and licensees on SMA and managed account solutions.
* Partner with platform consultants to embed strategies into model portfolios.
* Support and execute adviser marketing campaigns with compliant, balanced messaging.
* Represent the firm at industry events and deliver tailored presentations.
* Contribute to thought leadership and brand positioning initiatives.
* Ensure all external engagement aligns with regulatory requirements and internal policies.
* Collaborate with Compliance, Legal, and Product to ensure accurate communication.
* Uphold professionalism and raise conduct or risk issues as required.
* Maintain accurate CRM records and pipeline tracking.
* Provide clear reporting on sales activity, pipeline, and coverage.
* Collaborate cross‐functionally and share market/adviser insights to support team outcomes.
Qualifications and Experience
* Undergraduate degree in finance, economics, business or a related discipline.
* Minimum 10 years' professional experience, with at least 5 years' experience within asset management.
* Strong understanding of investment products and global capital markets, with the ability to discuss strategies confidently with intermediary clients.
* Demonstrated experience working within the Australian intermediary / adviser channel.
* Proven experience in a client‐facing, business development or relationship management role within financial services.
* Experience working cross‐functionally with investment, product and marketing teams to support distribution outcomes.
* Willingness to travel nationally for client coverage, conferences, and adviser events.
Skills and Competencies
* Strong interpersonal and relationship‐building skills, with the ability to engage credibly with advisers and intermediary partners.
* Clear written and verbal communication skills, including the ability to present investment information effectively.
* Solid analytical and research capability, supporting market awareness and informed client conversations.
* High level of self‐motivation and resilience, with the ability to work independently and manage competing priorities.
* Well‐organised and disciplined working style, able to operate effectively in a fast‐paced environment.
* Collaborative team player who works constructively with colleagues across sales, product and investment teams.
Work Arrangements
Role based in Melbourne with an expectation of a hybrid work model.
Equal Opportunity Employer
PineBridge is an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees.
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