Praemium

Business Development Associate

Praemium  •  Sydney, AU (Onsite)  •  3 months ago
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Job Description

About Us

At Praemium, we’re transforming the way financial advice is delivered through market-leading technology and investment solutions. We partner with financial advisers to help them deliver better outcomes for their clients, and we pride ourselves on innovation, collaboration and putting the customer at the centre of everything we do.

The Opportunity

We’re looking for a highly organised and proactive Business Development Associate to join our Distribution team in Sydney.

This is a critical support role that sits at the intersection of sales support, adviser servicing, administration and internal coordination You’ll play a key role in enabling our New Business Managers (NBMs) to focus on strategic growth, while ensuring advisers receive a seamless, responsive and professional experience.

If you enjoy working in a fast-paced environment, thrive on building relationships, and want exposure to the financial advice industry, this is a fantastic opportunity to grow your career.

What You’ll Be Doing

  • You’ll act as the operational backbone of the New Business team, including:
  • Coordinating adviser meetings, webinars and events
  • Supporting outbound activity and campaign execution
  • Preparing presentations, meeting materials and follow-ups
  • Managing adviser enquiries and providing timely, accurate information
  • Maintaining CRM records and supporting pipeline reporting
  • Assisting advisers with onboarding, access and platform queries
  • Coordinating roadshows, PD days and industry events
  • Liaising with internal teams (product, marketing, operations, compliance) to deliver a seamless adviser experience

What You Bring

  • Experience in a client service, sales support, or coordination role
  • Exposure to financial services, platforms, superannuation or advice (preferred)
  • Strong organisational skills with the ability to manage competing priorities
  • Excellent communication skills and attention to detail
  • A proactive, customer-focused mindset
  • Experience with CRM systems (e.g. Salesforce)
  • A collaborative approach and ability to build strong relationships

Why Join Us?

  • Be part of a growing, innovative fintech
  • Work in a collaborative and supportive team environment
  • Gain exposure to wealth management and distribution
  • Comprehensive leave benefits, including paid parental leave and purchased leave options
  • Access to novated leasing and financial wellness programs
  • Ongoing professional development opportunities tailored to your growth
  • Access to hundreds of courses through our learning platform
  • Modern office facilities, including end-of-trip amenities at our Sydney CBD office
  • Regular team lunches, monthly social events and annual celebrations
  • Access to health & wellbeing initiatives, including flu vaccinations and an Employee Assistance Program (EAP)

How to Apply

Please apply with your CV and a cover letter outlining your experience and alignment to the role.

We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates.

Please note: Applicants must have full, unrestricted working rights in Australia (PR or citizenship). A police check will be required for successful candidates.

Praemium

About Praemium

Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advisers 2023.

Praemium offers access to a comprehensive suite of investment solutions covering custody and non-custody investments on a single platform. Our platform offers a range of cutting-edge tools and services that streamline the advice process, deliver efficiencies for advice practices and enhances the client experience.

For over 22 years, Praemium has remained committed to its goal of providing the best technology and product solutions to enable advisers to deliver great outcomes.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Melbourne, AU
Year Founded
2001
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