Senior Investment Sales Executive (Financial Services)

Location: Brisbane, Queensland, Australia; hybrid work with in-office collaboration each week. Domestic and international travel required.

Company

Global provider of investment research, portfolio construction, asset allocation, wealth management solutions, and managed portfolios for financial advisers.

What you will do

• Develop and execute sales plans to achieve net flow and commercial growth targets.
• Identify, qualify, convert, and onboard new financial adviser opportunities.
• Build and maintain relationships with advisers across the Queensland market.
• Drive adoption of managed portfolio solutions through consultative, value-led sales.
• Retain and grow existing client relationships by identifying expansion opportunities.
• Maintain sales pipelines, forecast opportunities, collaborate on implementations, and represent the business at industry events.

Requirements

• 3–5 years of business development experience in financial services, with a track record of achieving growth targets.
• Proven success acquiring new business, developing client relationships, and growing funds under management.
• Strong understanding of the Australian financial advice industry and an established Queensland adviser network.
• Ability to build and manage sales pipelines, convert prospects, and maintain accurate forecasts using CRM and sales management tools.
• Exceptional relationship management, communication, presentation, commercial, and negotiation skills.
• Self-motivated ability to work independently and collaborate effectively with internal teams.

Nice to have

• Tertiary qualification in Business, Finance, Economics, Commerce, or a related discipline.

Culture & Benefits

• Hybrid work environment with regular in-person collaboration.
• Tools and resources to engage with global colleagues.
• Flexibility supported by a range of additional benefits.
• Opportunity to contribute to investment solutions and long-term adviser outcomes.