About the Role

We’re looking for a commercially driven and relationship-led Business Development Lead to grow Fisher Funds presence across the Wellington region.

Based in Wellington, this is a high-impact role focused on driving regional growth, increasing Funds Under Management (FUM), and strengthening our market presence. Working closely with the GM Growth, you’ll build a strong pipeline, convert opportunities, and establish trusted relationships across the local market.

You’ll play a key role in positioning Fisher Funds as a partner of choice, leveraging networks, local market knowledge, and business development expertise to deliver meaningful growth.

If you enjoy working autonomously, building genuine connections, and turning opportunities into long-term partnerships, this is an opportunity to make a real impact within a purpose-led and collaborative team.

Key Responsibilities:

Regional Growth & Market Expansion

• Lead Fisher Funds business development activity across the Wellington region, identifying and pursuing growth opportunities.
• Build and execute a regionally focused business development strategy aligned to business wide growth objectives.
• Leverage local networks, referral channels, and industry connections to expand market presence.

Lead Generation & Pipeline Development

• Develop and maintain a strong pipeline of prospective clients through proactive outreach, networking, and events.
• Identify new opportunities across key segments, including advisers, intermediaries, and direct clients.
• Build and maintain relationships with key stakeholders to generate high-quality leads.

Conversion & Revenue Delivery

• Convert qualified leads into clients through tailored investment solutions and conversations.
• Drive measurable increases in FUM through consistent pipeline conversion.
• Track, monitor, and report on pipeline activity, conversion rates, and revenue outcomes.

Client Engagement & Retention

• Build trusted, long-term relationships with clients and partners across the region.
• Understand client needs and deliver personalised investment solutions.
• Partner with internal teams to ensure a seamless onboarding and client experience.

Market Insight & Collaboration & Reporting

• Maintain a strong understanding of the Wellington market, including competitor activity and emerging opportunities.
• Use insights and data to refine business development strategies and improve outcomes.
• Provide regular updates, insights, and feedback to the GM Growth and broader team to support informed decision‑making.

Skills & Experience:

Proven Business Development Expertise

• Experience identifying and securing new business opportunities, ideally within financial services or a related field.
• A demonstrated ability to convert leads into clients and deliver measurable growth outcomes.

Wellington Market Knowledge

• Established networks and a strong understanding of the Wellington financial services landscape.
• Experience engaging with advisers, intermediaries, or high-value clients is highly advantageous.

Relationship & Stakeholder Management

• Exceptional ability to build trust, influence, and maintain long-term relationships.
• Confident engaging with a wide range of stakeholders, both externally and internally.

Commercial & Strategic Thinking

• Strong commercial acumen with the ability to identify and act on growth opportunities.
• Comfortable using data and insights to inform decisions and refine strategies.

Communication & Collaboration

• Clear, confident communicator with strong presentation and influencing skills.
• Ability to work collaboratively while operating with a high level of autonomy.

Results Oriented

• Highly motivated, outcome-driven, and accountable for delivering on growth targets.
• Comfortable managing performance metrics and reporting on progress.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close 23/06/2026