Client Development Director

The Client Development Director is responsible for client engagement strategies for both prospective and current clients using investment consulting services leading to new client and FUM growth in multi-manager trusts.
Key Responsibilities:

• Identify and develop relationships with potential clients;
• Drive tender response strategies to win new business;
• Drive current client retention and growth strategies;
• Promote and grow the brand through marketing initiatives;
• Apply a strategic approach to sales activities (aligned with business focus and objectives);
• Manage relationship development and 'long cycle' sales process targeting wholesale/institutional investors across the Wealth, NFP and Insurance client base;
• Manage complex sales processes driving strategy around tenders, site visits, presentations;
• Close new business deals and manage commercial negotiations;
• Prepare and present strategy and progress to senior leaders, demonstrating strong understanding of the investor channels, status of new/existing business and actions required for success AND
• Maintain a disciplined approach to sales, record progress notes and maintain the database of client contacts in our CRM; in line with core operating procedures and compliance requirements.

Key Requirements:

• Demonstrated expertise with 7-10 + years of business development/strategic growth experience in a B2B complex sales environment;
• Tertiary qualification in a relevant field, preferably in Business, Commerce, or Finance;
• Demonstrated expertise with of sales experience in investment management, wealth management, superannuation or a related industry;
• In-depth knowledge of funds management products;
• Relationship management experience at executive, board, and senior level;
• Marketing experience is an advantage;
• Excellent verbal, written and presentation skills;
• Ability to produce impactful messaging/proposal/presentations;
• Strong organisational skills and close attention to detail;
• Work flexibly and supportively with colleagues;
• Conform with all internal operating policies and procedures relevant to the position;
• Motivated by a desire for growth AND
• The ability to work both independently and collaboratively.

If you are interested in learning more about this position, please contact Jack Brown on 0421 009 630 / jack@kaizenrecruitment.com.au at Kaizen Recruitment or apply via the attached link.
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