Senior Training & Relationship Manager – Wealth Management & Broking

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

Every now and then a role comes along where you dont just join a team. You help build something new.

At Netwealth were investing in a dedicated Broking & Wealth Management channel bringing together the strength of our established platform with a focused team committed to growing our presence in the market. This newly created role sits at the centre of that journey.

As our next Senior Training & Relationship Manager youll be the person clients turn to when theyre onboarding to the platform looking to deepen their knowledge or searching for a trusted partner who understands their world. Youll help advisers brokers and support teams build confidence maximise platform capability and ultimately deliver better outcomes for their clients.

This isnt a traditional sales role.

Its a role for someone who loves building relationships facilitating great conversations solving problems and helping people succeed. One day you could be delivering training to a new firm the next supporting a major transition project and the day after working alongside your sales pod to identify opportunities for growth.

Were looking for someone who:

• Has 3 years experience in financial services platform support relationship management client service or training

• Understands the wealth management and broking landscape

• Loves connecting with people and building credibility quickly

• Can simplify complex concepts and deliver engaging training sessions

• Thrives in a fast-paced environment where no two days look exactly the same

• Is comfortable travelling to support clients across Australia

What makes this opportunity special is the chance to shape how we engage with a growing client base from the very beginning. Youll play a key role in strengthening adviser capability driving platform adoption and helping build long-term advocacy for Netwealth across the market.

Youll join one of Australias leading wealth technology businesses working alongside a high-performing team that values curiosity collaboration optimism and genuine partnerships.

If youre passionate about financial services enjoy helping clients succeed and want to be part of building something exciting wed love to hear from you.

Apply today and help shape the future of Netwealths Broking & Wealth Management channel.

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