Senior Training & Relationship Manager – Strategic Accounts

About Netwealth

Netwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.

Since 1999 weve grown rapidly by challenging the status quo. We move fast think big and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart Our people. Were a team of curious optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity and agility and we believe in creating an environment where you can do your best work grow your career and feel part of something meaningful.

If youre looking for a place where your ideas matter where innovation is celebrated and where you can help shape a brighter financial future join us at Netwealth.

The opportunity

At Netwealth were trusted by some of the countrys most influential financial advice businesses.

As our next Senior Training & Relationship Manager - Strategic Accounts youll be the person helping those businesses make one of the most important transitions theyll ever undertake.

Youll partner with major institutional clients from the moment they choose Netwealth guiding them through onboarding training implementation and long-term success.

Youll work alongside our Strategic Account Managers and collaborate with teams across Product Operations Legal and Compliance to create seamless experiences for some of our most valuable clients.

One day you might be delivering training to an entire adviser network. The next youll be leading a complex platform transition solving challenges alongside senior stakeholders or helping shape solutions that influence the future experience of our strategic clients.

Youll become a trusted adviser project manager educator and relationship builder all rolled into one.

What youll be doing

• Leading onboarding and implementation programs for strategic institutional clients.

• Delivering engaging training sessions workshops and webinars that build confidence in Netwealths products and services.

• Managing large-scale transitions from competitor platforms to Netwealth.

• Acting as the voice of the customer ensuring client needs are understood and championed internally.

• Building trusted relationships with key stakeholders and becoming a go-to expert for strategic accounts.

• Supporting business growth by helping win onboard and develop new strategic partnerships.

Youll thrive in this role if

You genuinely enjoy building relationships and influencing outcomes.

Youre equally comfortable presenting to a room full of advisers managing a complex project or working behind the scenes with internal stakeholders to solve problems.

You bring strong financial services experience understand the advice and platform landscape and love helping clients get the most from the solutions they use. Experience working with key accounts stakeholder management and RG146 compliance will set you up for success.

Why Netwealth

Were a business that backs curious thinkers courageous decision makers and people who genuinely care about delivering exceptional outcomes.

Our values of being Collaborative Agile Genuine Optimistic Curious and Courageous underpin everything we do.

If youre looking for a role where you can influence major client relationships drive meaningful change collaborate with talented people and help shape the future growth of one of Australias leading wealth management platforms wed love to hear from you.

Life At Netwealth

At Netwealth we believe a fulfilling career is built on growth balance and belonging. Our people are our greatest strength and were committed to supporting you at every stage of life because when you thrive so do we.

Were proud to be recognised as one of Australias top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance with just 4 days in the office each fortnight. When youre in youll enjoy working from one of our modern thoughtfully designed spaces across Australia including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable and in Melbourne youll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare) income protection flu shots wellness weeks retail discounts and financial wellbeing services

• A vibrant culture: social events trivia nights and corporate sports

• Employee Resource Groups: LGBTQIA DAWN (Development and Accelerating Women at Netwealth) Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

Were proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. Its one of our core values. Were committed to equity and inclusion through our gender equality disability LGBTQIA wellbeing and cultural initiatives. And were certified by WORK180 Family Friendly Workplaces and Great Places to Work.

If youre excited by the opportunity but dont meet every requirements we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process Contact us at

Apply now and help us shape a brighter financial future!

Required Experience:

Senior IC