| Business Development Manager |
| Highland Park, Full Time, Business Development |
| Please Quote Reference Number 14296 |
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Drive growth across two industry leaders in financial services
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Champion innovation, relationships, and results
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Join an award-winning, high-performing team that loves what we do
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Who are we
Trail and Kiwi Adviser Network (KAN) are leaders in New Zealand's financial services and fintech space, empowering advisers to build thriving, future-focused businesses
Trail CRM - industry-leading software that helps financial advisers simplify operations, manage compliance, and deliver outstanding client outcomes.
Kiwi Adviser Network - nationwide support for independent financial advisers across business development, compliance, and professional growth.
Together, we are reshaping how advisers connect, operate, and succeed. We are a tight-knit crew that celebrates wins, learns fast, and has fun along the way. Our Business Development team is award-winning, and you will feel that energy from day one.
Our Values
If you are someone who brings your whole self to work, gets it done, and always looks ahead, you will fit right in.
The Role
We are looking for a dynamic Business Development Manager (BDM) to lead growth and engagement across both Trail and Kiwi Adviser Network.
You will build trusted relationships with financial advisers, showcase the value of our technology and network, and convert opportunities into long-term partnerships.
You will report to the National Sales Manager and thrive in a fast-moving, relationship-driven environment where your impact is tangible.
What you will do:- Run qualified prospects through engaging product demonstrations via video and in-person meetings.
- Follow up proactively and nurture relationships from first contact through to commitment.
- Identify and qualify new prospects through inbound leads, referrals, and smart outreach.
- Generate new business through referral calls to existing customers and targeted lead sourcing.
- Represent both brands at industry events, strengthening our presence and community.
- Keep CRM records in Pipedrive accurate and complete, including clear notes for onboarding and future engagement.
What you'll bring:- Proven experience in business development, sales, or account management - ideally within financial services or software/tech.
- A customer-first mindset - you build trust and rapport naturally.
- Strong communication and presentation skills - you listen deeply and articulate clearly.
- Results focus with sharp time management and prioritisation.
- Leadership qualities - you lift the people around you and lead by example.
- A passion for finance, technology, and helping people succeed.
Why you will love it here:- Be part of NZ's leading fintech and adviser network brands with an award-winning team
- Work with a supportive, innovative team that celebrates success and enjoys the journey.
- Enjoy ongoing training, genuine autonomy, and real opportunities for growth.
- Based in Highland Park: easy parking, minimal traffic, and regular team walks, often with our office pets.
- A workplace that values trust, balance, and authenticity.
If you're passionate about building relationships, delivering results, and helping financial advisers succeed through great technology, we'd love to hear from you. APPLY now and fill in the online application form today.
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| Please Quote Reference Number 14296 |
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