This is an opportunity to step into an established Financial Services portfolio with strong client relationships, a solid platform and genuine scope for growth.
Based in Melbourne, you will manage and grow a portfolio across banking, insurance, and superannuation. You will work with technology and business leaders to understand their priorities and connect them with the right combination of technology augmentation, project delivery, and consulting capability.
The portfolio is established, but this is not a maintenance role. There is significant opportunity to deepen relationships, identify new areas of need and expand Davidson’s role with some of Australia’s leading Financial Services organisations.
We are looking for someone with energy, pace, and commercial ambition. Someone who enjoys being close to clients, sees opportunity early and can turn strong relationships into meaningful growth. You will work closely with experienced Senior Partners and Delivery teams, with the support and capability of Davidson behind you.
What You’ll Be Doing
- Take ownership of an established Financial Services portfolio and build strong, trusted relationships across banking, insurance, and superannuation.
- Identify and pursue opportunities to grow existing accounts across technology augmentation, project delivery, consulting, and broader Davidson capabilities.
- Develop and execute account plans that clearly identify client priorities, whitespace opportunities, decision-makers and pathways to growth.
- Build relationships with senior technology, digital, transformation, and business stakeholders.
- Create, manage, and convert a healthy pipeline through proactive account planning, regular client engagement, and disciplined forecasting.
- Understand client challenges and work with Senior Partners and Delivery teams to shape practical, relevant solutions.
- Bring pace and energy to client conversations, opportunity development, and the execution of account plans.
- Stay close to Financial Services, technology, and transformation trends, using relevant insights to create meaningful client conversations.
- Contribute actively to go-to-market activity through thought leadership, client events, workshops, campaigns, and other market-facing initiatives.
- Maintain strong commercial discipline across pricing, margins, forecasting, and account performance.
- Work collaboratively across Davidson, bringing the right people into opportunities early and creating shared ownership of client outcomes.
What We’re Looking For
You will have experience in account management, business development or client relationship management within technology consulting, professional services, workforce augmentation, managed services or recruitment.
Experience selling or delivering technology augmentation, project-based services and consulting solutions will be highly valued.
You will also bring:
- An established network across the Melbourne Financial Services market, particularly banking, insurance, and superannuation.
- A demonstrated track record of growing existing accounts, winning new business and delivering against commercial targets.
- The energy, drive and initiative to open doors, create momentum and follow opportunities through to an outcome.
- Strong commercial judgement and the ability to identify, shape and develop opportunities.
- Confidence engaging senior stakeholders and navigating complex organisations.
- A strong understanding of technology and transformation, with the ability to translate client needs into relevant opportunities.
- Strong understanding of labour hire, augmentation, or similar industry
- The ability to work effectively with Senior Partners and Delivery teams to develop practical solutions.
- Strong account planning, forecasting, and follow-through.
- A collaborative, proactive style, and a genuine interest in building long-term client partnerships.
Experience working within Financial Services is essential, with strong knowledge of the Australian market highly regarded.
Please submit your current resume to apply. If you'd like a confidential discussion about the role, please contact peopleandculture@davidsonwp.com, quoting reference JN -102026-44421. To learn more about Davidson, visit davidsonwp.com.
