About the Organisation

Pie Funds is a boutique New Zealand owned investment manager that puts clients at the heart of everything they do. Known for strong performance and expert guidance, they help clients grow their wealth with a personalised approach that goes beyond the ordinary. With a collaborative and ambitious team culture, Pie Funds is looking for a Business Development Manager who is a natural networker and hunter, ready to grow adviser partnerships and make a real impact in the NZ financial adviser community.
 
About the role

This is a high-visibility, relationship-led role for a commercially sharp professional who knows the financial adviser landscape and has the networks to prove it. You will own the growth of adviser and referral partner channels – identifying, engaging and onboarding new financial adviser firms, adviser networks, and professional referral partners across New Zealand.
  
This is a genuine hunter role. You will build pipeline, represent Pie Funds at industry events, and position the firm as the preferred investment partner for advisers operating across wealth, insurance and mortgages.
  
Key Responsibilities

• Develop and execute strategies to grow Pie Funds’ adviser, referral and direct client distribution channels
• Identify, engage and onboard new financial adviser firms and adviser networks
• Build and maintain strong relationships with accountants, lawyers and professional referral partners
• Manage an active pipeline of prospective advisers, referral partners and direct clients
• Represent Pie Funds at industry events and professional networking forums
• Educate partners and clients on Pie Funds’ investment philosophy and product suite
• Provide market insights and feedback to inform distribution strategy
• Collaborate with Relationship Managers to ensure referrals and client opportunities are managed effectively

Key attributes needed

• Proven experience in business development, distribution or relationship management within financial services
• Existing contacts across the NZ financial adviser community – wealth, insurance and/or mortgages essential
• Strong understanding of investment products, KiwiSaver, and long-term investing principles
• A natural networker and hunter with a track record of pipeline development and new client acquisition
• Polished communicator with the presence and commercial acumen to engage at a senior level
• NZ Certificate in Financial Services (Level 5) – Investment Strand, or progress toward obtaining the qualification, preferred.

What’s in it for you

• Competitive salary with a performance-based bonus
• Up to $1,000 per year towards professional development
• $500 annual wellness allowance
• Southern Cross health insurance
• Full tools of trade – laptop, mobile, and business phone plan
• A great team culture, with Friday drinks and nibbles to close out the week

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