Macquarie Bank

Senior Manager, Wealth Business Development

Macquarie Bank • $162K — $258K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of experience in the US Wealth channel, focusing on capital-raising and relationship management, with Series 7, 63, and 65 licenses.
  • Ability to lead outreach campaigns and manage meeting pipelines with Enterprise RIAs, tailoring strategies to deepen partnerships.
  • Strong analytical skills, using tools like Discovery, Dakota, and Excel for data-driven decision making.
  • Knowledge in Alternatives, particularly Real Assets, Green Investments, and Private Credit, with presentation capabilities.
  • Demonstrated leadership in fast-paced environments with exceptional communication and project management skills.

Responsibilities

  • Secure platform approvals and maintain precise CRM data for client management.
  • Deliver high-quality client service while aiding capital-raising for private-market funds.
  • Research the US Wealth channel to drive business development initiatives.
  • Coordinate outreach to Enterprise RIAs and develop strategic partnerships.
  • Prepare and deliver impactful presentations, webinars, and events showcasing investment capabilities.

Benefits

  • Minimum 25 days of annual leave and additional wellbeing leave.
  • 20 weeks of paid parental leave and transition support for primary caregivers.
  • Paid volunteer leave and donation matching initiatives.
  • Comprehensive health plans including medical, dental, vision, life, and disability insurance.
  • Access to extensive learning and development opportunities, including professional membership reimbursement.
  • Recognition programs and flexibility with hybrid work arrangements.
Full Job Description
  • Email


This role within Macquarie Asset Management's Client Solutions Group will support the growth and distribution of our Alternative Investments to the US Wealth channel. The successful candidate will work closely with the external sales team to assist in expanding our presence on US distributor platforms.

While Macquarie offers hybrid working for many of our roles, this role does require 3 days a week in our office location.

What role will you play?

Press space or enter keys to toggle section visibility

In this role you will help secure platform approvals, maintain accurate CRM data and deliver seamless client service while supporting capital-raising efforts for our private-market funds. You'll drive business development by researching the US Wealth channel, coordinating outreach to Enterprise RIAs, and preparing high-impact presentations, webinars and events that showcase our Real Assets, Green Investments and Credit capabilities. Working closely with global colleagues, you'll blend sharp data analysis, proactive relationship management and strong communication skills to accelerate new opportunities and achieve ambitious growth targets.

Salary range for this position: $162,000 - $258,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.

What you offer

Press space or enter keys to toggle section visibility

  • Capital-raising & relationship-management expertise: 10+ years' success driving product approvals and asset growth in the US Wealth channel, holding Series 7, 63 and 65 licenses
  • Client-centric outreach and engagement: proven ability to lead campaigns with Enterprise RIAs, own meeting pipelines and tailor strategies that deepen partnerships and convert prospects
  • Data-driven business development: advanced research and analytical skills using tools such as Discovery, Dakota, Excel and other productivity platforms to surface, prioritise and act on new opportunities
  • Deep or rapidly attainable product knowledge in Alternatives-including Real Assets, Green Investments and Private Credit-with the confidence to craft compelling materials and present at client meetings, webinars and conferences
  • Collaborative, results-oriented leader: exceptional communication, and influencing and project-management skills; thrives in fast-paced environments.


We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

Press space or enter keys to toggle section visibility

At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include:

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment


About Macquarie Bank

Macquarie Bank is a global financial services provider that offers banking, financial advisory, investment and funds management services. The company was founded in 1969 and is headquartered in Sydney, Australia. Macquarie Bank operates in 31 countries and has a strong presence in Australia, Asia, Europe, and the Americas. The company has a diversified business model, with operations in areas such as infrastructure, real estate, and commodities. Macquarie Bank is committed to sustainability and has implemented several initiatives to reduce its environmental impact, such as reducing its carbon footprint and investing in renewable energy.
Learn more about Macquarie Bank
Size
18,133 employees
Industry
Founded
1969
NASDAQ

Similar Jobs

More Jobs at Macquarie Bank

More Finance & Insurance Jobs

Find similar Senior Manager, Wealth Business Development jobs: