Sales Director - Funds Management

A leading financial services group is seeking an experienced Sales Director to join its platform distribution team, focused on accelerating growth through Australia’s adviser and intermediary network.

This is a high-impact role for a commercially driven relationship manager with proven success in platform business development, adviser engagement, and strategic distribution partnerships.

The opportunity sits within a well-resourced, highly regarded platform business with strong momentum and a significant growth agenda across the wealth channel.

The Opportunity:

You will be responsible for expanding platform adoption and deepening relationships across:

• Financial advisers and advisory practices

• Dealer groups and licensee networks

• Private wealth and intermediary channels

• Key decision-makers across the advice ecosystem

This role suits someone who thrives in senior stakeholder engagement and consultative BD, driving net flows and long-term partnership value.

Ideal Candidate Profile:

You will bring:

• Strong experience in platform sales, wealth distribution, or investment solutions BD

• Deep relationships across the Australian adviser market

• People management skills

• Proven track record delivering commercial outcomes (flows, retention, penetration)

• Confidence engaging senior stakeholders and influencing across advice groups

• Excellent product knowledge across platforms, managed accounts, and wealth structures

Experience from a platform provider, asset manager, major wealth institution, or fintech distribution team will be highly regarded.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or bianca.loughran@robertwalters.com.au for a confidential discussion.