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Business Development Manager

 Hire Financial Advisors, Auckland | NZ's 1st Trustee Company

Business Development Manager

Do you want to play a pivotal role in conveying TE's vision and strategy to key stakeholders? Can you work with existing and potential clients to maintain and develop relationships?

Trustees Executors is a long-established financial services company with a large programme of change ahead that will transform our business. As a Business Development Manager, you will be key in working with stakeholders across business teams, technology teams, suppliers, and most importantly clients.

About us

Trustees Executors Limited is New Zealand's first Trustee Company, established in Dunedin in 1881. We have a rich and proud history providing professional trustee, financial and estate planning services to individuals and services to the financial services corporate sector.

Our core purpose is to work with people to protect their assets for a successful future for their families. Our passion is to be 'Your trusted partner and adviser, working for you, with you.'


The primary purpose of the position is to identify, position, engage and convert new business opportunities for TEL in line with the organisation's strategic priorities.

Based in Auckland, this is an exciting new role that presents a chance for someone to make it their own.

Your role may include, but is not limited to the following:

  • Actively maintain and develop relationships with existing and potential clients, financial intermediaries and professional advisers aligned with TEL strategic and operational priorities
  • Actively prospect for new business within target markets, present comprehensive proposals and convert opportunities into new business, with minimal supervision
  • Manage time effectively to deliver sales targets and new client acquisition
  • Completing RFP's and new business proposals to the highest possible standards and ensuring that the pitches for new business are professional and in line with TEL values
  • Convey TEL's vision and strategy effectively to key stakeholders
  • Provide accurate sales forecasts of sales opportunities and business development plans in a timely manner

About you

You will be an experienced Business Development Manager with a strong technology background and the following:

  • Tertiary qualification (or equivalent experience)
  • Five or more years experience in a business-to-business sales or marketing environment within the financial services industry.
  • Experience with new business prospecting, lead generation, proposals, lead conversation and client acquisition.
  • An expert knowledge of the NZ Funds Management Industry.
  • Negotiating skills - can negotiate skillfully with both internal and external groups; can win concessions without damaging relationships and quickly gain trust of other parties to the negotiations.
  • Excellent time management and workload prioritisation skills.
  • A reputation in the market as a high achieving salesperson. Proven consistency in meeting deadlines and managing deliverables across multiple workstreams

If the above sounds like you, then we want to hear from you!

What we offer:

  • Exposure within an established, reputable New Zealand financial services company
  • A motivated team of professionals, committed to transformation
  • We support a diverse and inclusive workplace. Trustees encourages a culture and recruitment practices that enable diversity to thrive.
  • Great culture with a focus on employee wellness; social events, corporate volunteer day, sponsored sporting events
  • A dress-for-the-day dress code
  • Five weeks annual leave
  • Flexible working opportunities including working from home and flexible hours
  • CBD office location, centrally located on Shortland Street, Auckland


For further information or a copy of the job description please contact our People and Culture Advisor Paige McIndoe at paige.mcindoe@trustees.co.nz

To apply, please do so via the seek advert with your CV and cover letter by clicking HERE.

Applications for this position close at 5pm Tuesday, 7 December 2021.

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