Icon DetailGeneral Information

Team:

Product Agnostic WM

Close date:

Sunday, 22 June 2025

Working pattern:

Full time

Contract Type:

Permanent

Location:

Sydney

Department:

104 - 104 Sales and Propositions APAC

Description & Requirements:

At Midwinter, we know there’s a human interaction behind every quality advice experience. That’s why we’re focused on supporting our clients with software that simplifies how they deliver advice. From managing compliance to scaling practices, our software supports everyday tasks so clients can focus on providing great advice and growing their business.


Midwinter’s digital advice framework seamlessly interacts with our flagship AdviceOS platform, enabling advisers to deliver quality advice at a lower cost and greater scale, and providing a new way for advisers to engage with their clients financial security and prosperity for their customers.

About The Role

Reporting to the Head of Operations and Advice, based out of our Sydney or Melbourne Office, the Sales Director Advice leads excellence in the delivery of all aspects of business development across our Midwinter's advice technology.  Responsible for establishing, building and closing new business sales opportunities within the Australia market. The role is integral to Midwinter’s growth strategy, monitoring marketing trends, assessing client needs, leading and managing the sales team to achieve sales targets and drive revenue growth, expand our customer base and strengthen our market proposition.

What You’ll Do

  • Develop and execute vision, sales strategy and market proposition 
  • Generate a pipeline of sales opportunities based on customer, competitor and market insight from the Financial Advice industry both at an IFA and Enterprise level
  • Develop executive client relationships and work closely with partners to align strategy and deal opportunities
  • Build and maintain strong relationships with key business leaders and teams within Midwinter and Bravura such as Marketing, Partnerships, Product, Engineering, Finance, Legal, Client Delivery and Service
  • Manage pipeline reporting, sales reports and analysis to executives and implement appropriate reporting and CRM processes for activity and results of sales team
  • Identify prospect’s objectives, budget or commercial expectations are aligned to Midwinter’s pricing
  • Own and produce sales proposals with the support of product teams, lead RFI’s, RFP's and the negotiation process through to contract sign off and handover to delivery and operations
  • Analyse market trends, competitor activity and client feedback to inform strategic decisions
  • Represent Midwinter at industry conferences and events and communicate vision and strategy
  • Prepare and monitor annual objectives, targets, measures and regular performance reviews, mentor, coach and development of the sales team

Unleash your potential

To be successful in this role, your background and experience will include:
  • Over 10 years experience in relevant software sales with a proven track record in business development meeting sales targets, driving revenue growth and closing large scale deals preferably within Financial Services 
  • Strong knowledge of Financial Advice applications and associated technology is highly valued
  • Expertise of small business and enterprise sales processes with a consultative sales approach 
  • An ability to understand the ever changing market as well as client demand and create compelling propositions that address the demand
  • Strong commercial and business acumen and experience with enterprise contracting and commercial drivers
  • Entrepreneurial, a sales leader with a collaborative, supportive and team based approach with proven successful management experience leading and managing a sales team to achieve sales objectives and targets
  • Strong communication, written and interpersonal skills, consulting, negotiation and presentation skills to a broad range of internal and external stakeholders
  • An executive presence, ability to represent Midwinter in various customer and partner interactions, events and conferences
  • Experience in sales reporting, ability to use data and analysis to develop and drive strategies to achieve company and client goals 

Working at Midwinter

Our people are the heart of our business. We work hard to provide a rich employee experience and a robust framework for ongoing career development.
  • Competitive salary and employee benefits scheme
  • 2 paid volunteering days and a range of community-based initiatives to get involved in
  • Flexible working hours as we value work-life balance with a hybrid environment, a mix of work from home and office
  • A friendly, social and supportive global team that thrives on delivery & embraces diversity
  • Generous reward and recognition programs
  • Bravura Leave day to celebrate events that are important to you

So, what’s next?

We make hiring decisions based on your experience, skills and passion so even if you don’t match every listed skill or tick all the boxes, we’d still love to hear from you.

Please note that interviews are primarily conducted virtually and if you require any reasonable adjustments or would like to note which pronouns you use, please let us know.

All final applicants for this position will be asked to consent to a criminal record and background check. Please note that people with criminal records are not automatically barred from applying for this position. Each application will be considered on its merits.
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