Zenith brings tech, analytics expertise to business dev team

Patrick Buncsi

18 December 2024

Zenith Investment Partners has recruited experienced BDMs with extensive tech pedigree to its business development team.

Jim Wang, who joins from investment data firm Preqin, will serve as Zenith’s new business development manager (BDM) for institutional.

In his new role, Wang will oversee technology and data sales to institutional clients, focusing on asset manager, platform, and technology client segments.

Wang has held a number of BDM roles over his decade in industry, including most recently a two-year stint at Preqin, specialising in alternative assets data and analytics sales. Prior to this, he served a year at GlobalData Plc as BDM, covering the professional services segment.

He has also held senior roles with Nielsen working in the retail and FMCG space, and before that with Euromonitor International in strategic consumer research.

Accompanying Wang is Zenith’s newly appointed BDM for adviser solutions Doug Hope.

Hope will be tasked with expanding Zenith’s user base for its core advice tools, including Zenith Mosaic, Chant West’s Switching Tools, and FE Analytics.

He joins Zenith from Morningstar where he was director, advice software solutions, responsible for refining and executing business strategies for the adviser and licensee segments in Australia and New Zealand.

He previously held business development roles with HUB24 and Innova Asset Management, as well as a seven-year tenure with Macquarie Group in various account manager and business development manager roles.

Both Wang and Hope will be based in Sydney and will report to Zenith’s head of sales, Glenn Boyes.

Boyes hailed the recruits’ experience in the business development space, noting Wang’s “expertise in data analytics and client relations” and Hope’s “wealth of experience… in the adviser research and analytics space”.

Wang’s expansive skillset, Boyes added, will be “instrumental in further developing Zenith’s institutional relationships”.

“His experience with Preqin, in particular, brings valuable experience selling data and technology solutions into the funds management and institutional markets.”

He further acknowledged Hope’s direct experience across managed accounts, investment sales, sales management, cloud-based accounting software and fintech.

“These strategic appointments underscore Zenith’s commitment to strengthening our institutional and adviser relationships across Australia. Both Jim and Doug bring valuable expertise to their respective areas, and we are confident they will contribute significantly to our continued growth in 2025 and beyond,” Boyes said.

The pair commenced at Zenith on 2 December 2024.