Work collaboratively with the Head of Sales to shape and execute strategies aligned with Lonsec’s broader objectives, including client segmentation and new business development
Establish, maintain and nurture strong, trusted relationships with Licensee groups and Asset consultants and, in collaboration with other GDG Group sales teams, key stakeholders within large licensee groups, to support Lonsec’s growth
Partner with Marketing to analyse industry trends and client needs, helping inform sales tactics and guide product development initiatives
Manage CRM tools for accurate forecasting, maintain a healthy pipeline, and report against KPIs to drive continual improvement
Work closely with internal teams to foster a positive, client-focused culture while supporting broader business goals and cross-functional initiatives
Requirements
Tertiary qualifications in Business, Commerce or related discipline or equivalent comparable work experience
Solid background in business development or sales within financial services, with proven success meeting or exceeding revenue targets in regulated environments
Existing Adviser/head office relationships would be preferable
Deep understanding of fund manager research and the broader financial services landscape, applying market insights to identify growth and shape offerings
Exceptional relationship-building skills with clients and stakeholders, supported by strong commercial acumen and communication abilities
Thrives independently in high-pressure, target-driven settings while actively contributing to a collaborative team culture
Strong interpersonal, communication, and negotiation skills to build and manage lasting client and stakeholder relationships
Analytical and commercially minded with proven problem-solving abilities
Highly organised, with effective time management to meet deadlines and juggle priorities
Benefits
Ongoing flexible working arrangements
Family friendly work-life balance
Paid parental leave
Volunteer and Study leave
Genuinely open and supportive culture with an approachable executive team
Ongoing training and professional development
Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)