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PineBridge Investments

Business Development Manager, Wealth

Posted 3 Days Ago
Be an Early Applicant
In-Office
Melbourne, Victoria, AUS
Expert/Leader
In-Office
Melbourne, Victoria, AUS
Expert/Leader
The Business Development Manager will manage a territory across financial institutions, develop strategic account plans, source new business, and engage with clients in the wealth management sector. Responsibilities include driving portfolio inclusions, executing marketing campaigns, and collaborating across teams while maintaining CRM records and reporting sales activity.
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Business Development Manager, Wealth Distrbution - Melbourne

PineBridge Investments, A MetLife Investment Management company.

MetLife Investment Management (MIM) has successfully acquired PineBridge as of December 30, 2025.

MetLife Investment Management and PineBridge Investments now have more to offer; broader reach, deeper insights and specialized capabilities – forming a top-tier global investment platform.

Together, we have more than $700 billion in assets under management as of September 30, 2025 and aim to deliver consistent risk-adjusted returns. From multi-asset, equities, and fixed income to private credit and real estate, we offer specialized capabilities backed by a broader global reach and regionally grounded insights tailored to investor needs.

What sets us apart isn’t just the breadth of our platform and capabilities — it’s how we partner. Across both firms, we share a strong investment culture that prioritizes partnership, transparency and accountability. We believe that our clients benefit from direct access to decision-makers and reinforced by a culture that views decisions through the client’s perspective. Join us and experience the excitement of working with the brightest minds in the industry, shaping the future of asset management.

The role will be based in Melbourne with the expectation of a hybrid work model.

PineBridge Investments is seeking a Business Development Manager.

Primary Responsibilities:

  • Own and manage a defined territory across licensees, private wealth firms, banks, family offices, and platform partners.
  • Develop structured call cycles and strategic account plans to maximise coverage.
  • Prioritise activity across key adviser platforms, tailoring engagement to each ecosystem.
  • Source, qualify, and close new business through meetings, events, and targeted campaigns.
  • Maintain a strong, balanced pipeline across early and late-stage opportunities.
  • Drive model portfolio inclusion and fund transitions.
  • Deliver impactful meetings translating investment strategies into client portfolio benefits.
  • Manage objections and lead follow-ups through to conversion.
  • Engage advisers and licensees on SMA and managed account solutions.
  • Partner with platform consultants to embed strategies into model portfolios.
  • Support and execute adviser marketing campaigns with compliant, balanced messaging.
  • Represent the firm at industry events and deliver tailored presentations.
  • Contribute to thought leadership and brand positioning initiatives.
  • Ensure all external engagement aligns with regulatory requirements and internal policies.
  • Collaborate with Compliance, Legal, and Product to ensure accurate communication.
  • Uphold professionalism and escalate conduct or risk issues as required.
  • Maintain accurate CRM records and pipeline tracking.
  • Provide clear reporting on sales activity, pipeline, and coverage.
  • Collaborate cross-functionally and share market/adviser insights to support team outcomes.

Qualifications:

  • Undergraduate degree in finance, economics, business or a related discipline.
  • Minimum 10 years’ professional experience, with at least 5 years’ experience within asset management
  • Strong understanding of investment products and global capital markets, with the ability to discuss strategies confidently with intermediary clients.
  • Demonstrated experience working within the Australian intermediary / adviser channel, including private wealth firms, dealer groups, platforms and related partners.
  • Proven experience in a client‑facing, business development or relationship management role within financial services.
  • Experience working cross‑functionally with investment, product and marketing teams to support distribution outcomes.
Skills and Competencies
  • Strong interpersonal and relationship‑building skills, with the ability to engage credibly with advisers and intermediary partners.
  • Clear written and verbal communication skills, including the ability to present investment information effectively.
  • Solid analytical and research capability, supporting market awareness and informed client conversations.
  • High level of self‑motivation and resilience, with the ability to work independently and manage competing priorities.
  • Well‑organised and disciplined working style, able to operate effectively in a fast‑paced environment.
  • Collaborative team player who works constructively with colleagues across sales, product and investment teams.
  • Willingness to travel nationally for client coverage, conferences, and adviser events

About PineBridge

PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For six consecutive years (2020-2025), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’ and in 2024 we received Merit awards for ‘Talent Acquisition’ and ‘Employee Benefits.’ Alongside this, in 2023 and 2024 PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.

Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.

Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.

PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace, providing opportunities for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.

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