Training & Relationship Manager - NSW
Training & Relationship Manager - NSW
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Job Description
About Netwealth
Netwealth is more than a company; it is a catalyst for change inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.
Founded in 1999 Netwealth has grown rapidly driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach unburdened by bureaucracy allowing us to adapt quickly to meet the needs of our clients.
At Netwealth our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our valuesCurious Optimistic Courageous Collaborative Agile and Genuineare the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.
We currently have x2 exciting opportunities based in our NSW office:
Training & Relationship Manager Strategic Accounts
Training & Relationship Manager
Both roles include interstate travel from time to time.
As a Training & Relationship Manager youll play a part in our clients success and work closely with our Distribution Manager to focus on supporting and training Advisers and Administrators on the Netwealth platform and products.
This is more than a training role its about building confidence trust and long-term partnerships. From onboarding to first application youll ensure every advisers experience with Netwealth is seamless rewarding and impactful.
What Youll Do
Be the go-to expert for training and development across existing and pipeline clients
Deliver engaging high-impact training sessions that bring our platform to life
Support advisers in understanding and using Netwealths products to grow their business
Partner with dealerships to secure and expand their engagement with Netwealth
Support the sales process for new accounts with enthusiasm
Support our Strategic Accounts including:
- High Net Worth (HNW) Private Wealth firms
- Private Banks
- Charities and Not-for-Profits (NFPs)
- Family Office clients
About you
If you have 3 years of experience working with investment financial or superannuation platforms along with private wealth expertise and RG146 accreditation you could be a great fit for this role.
Youll have the opportunity to showcase your premium client service skills while working closely with High Net Worth clients and wealth professionals. Strong communication and stakeholder engagement will be key as you support our Sales & Distribution team.
Were looking for someone who is self-motivated highly organised and excels at managing their time effectively. Being a collaborative agile team player is essential.
Life At Netwealth
At Netwealth people are our core strength and we invest in our employees no matter what stage of life they are in. When youre at your best were at our best!
We prioritise the growth of our employees and youll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.
We have a flexible and adaptable hybrid working policy with the expectation youll spend 4 days a fortnight coming into our state-of-the-art office. Were located in the heart of Melbournes CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work and breakfast provided daily.
We have a number of benefits that have been designed with a focus on health and well-being support and growth. Some of these include:
Family-friendly workplace with parental leave and a kids holiday programme
Wellness and lifestyle perks including discounted gym memberships income protection flu shots wellness weeks shopping and retail discounts access to financial wellbeing services
Were a social bunch and love to get together regularly participating in corporate sporting events games and trivia nights
Employee Resource Groups - LGBTQIA Women of Netwealth Culture Group Carers Group
Support for community involvement through volunteering and our Netwealth Impact Group
Apply now!
Here at Netwealth we support and encourage everyone to bring their genuine selves to work (its one of our core values) and were proud of our inclusive and diverse workforce. We are committed to this through our gender equality disability LGBTQIA well-being and cultural initiatives. We are proud to be endorsed and certified by Work180 Family Friendly Workplaces and Great Place to Work.
Are you curious about this opportunity but dont meet every single requirement Research shows that we dont always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but dont tick every box we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process please let us know by emailing
Required Experience:
Manager
Employment Type
Full-Time
