| Business Development Manager |
| Highland Park, Full Time, Business Development |
| Please Quote Reference Number 17113 |
| Drive growth across two industry leaders in financial services |
| Champion innovation, relationships, and results |
| Join an award-winning, high-performing team that loves what we do |
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 focus on identifying prospects, qualifying them, and then having them commit to joining our services.
You will report to the Head of Sales and thrive in a fast-moving, relationship-driven environment where your impact is tangible.
What you will be doing:- Running qualified prospects through sales demonstrations, via video calls and or face to face meetings.
- Performing ongoing follow-up and building relationships with clients from first contact through to commitment.
- Identifying prospective clients and qualifying them, usually through a phone and video conversation.
- Generating new prospects through referral calls to existing customers and lead sourcing.
- Representing Trail within the industry by attending industry events.
- Keeping our internal customer records up to date, including our CRM (Pipedrive) and invoicing.
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 17113 |
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