Business Development Manager

The primary responsibility of the Business Development Manager is to grow Merlon’s retail business by driving engagement across existing financial adviser, consultant and fund researcher relationships as well as developing new adviser and dealer group associations.The role is open to experienced BDMs and candidates with other backgrounds looking to move into funds management. Success will be measured by the ability to engage existing clients, attract new business and improve fund retention.A clear pathway to build and lead the sales function across all channels over time.Key responsibilities/duties:· Facilitate meetings with the investment team and key adviser, consultant and fund researchers· Provide follow-up and support materials to advisers in a timely, considered and bespoke manner· Organise adviser teleconferences, events and representation at industry forums· Initiate and follow up on new adviser and dealer group opportunities· Build knowledge of industry landscape and contribute to product positioning· Regular interstate travel to facility face-to-face meetings is envisagedAttributes:· 4+ years sales/account management experience· Demonstrated ability to build and maintain relationships with clients and prospects· Highly organised and disciplined approach to outward bound engagement efforts· Broad investment market knowledge and interest· Motivated and commercially orientated· RG146 accreditation (or willingness to complete)About MerlonEstablished in 2010, Merlon Capital Partners Pty Ltd is an Australian equity manager with an investment philosophy centred around a belief that people are motivated by short-term outcomes, over emphasise recent information and are uncomfortable having unpopular views. Merlon’s investment approach is to invest in undervalued companies where it thinks market participants have become too pessimistic.Merlon’s principals have a proven track record since 2005, working to deliver excess returns and manage risk for clients. Over the last three and five years, Merlon’s Concentrated Australian Fund has delivered top quartile performance within its peer group. In 2024, the Merlon investment team acquired Fidante Partners’ minority interest in the firm to become 100% employee owned. In 2025, Merlon internalised fund distribution, which was previously managed by Fidante Partners. The Merlon Australian Income Fund won the Money Management/Lonsec Australian Large Cap Equity Fund of the Year in 2025, with the Concentrated Australian Share Fund a finalist in the same category in 2024.