Training & Relationship Manager - VIC
Training & Relationship Manager - VIC
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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.
The Opportunity:
Located in the Melbourne CBD as the role of 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.
This role includes interstate travel from time to time.
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
About you
If you have 3 years of experience working with investment financial or superannuation platforms and RG146 accreditation you could be a great fit for this role.
Youll have the opportunity to showcase your client service skills while working closely with new and existing 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 and agile team player is essential.
Life At Netwealth
At Netwealth our people are our greatest strength. We invest in our employees at every stage of life because when youre at your best so are we.
Were committed to your growth offering access to further education diverse training opportunities and strong support for career development. Were proud to be recognised as one of the top 5 companies in Australia for Career Development endorsed by WORK180.
Were big on internal fact 32% of roles filled in 2023 went to our own people.
Our flexible hybrid working model encourages balance with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.
We offer a range of benefits focused on health 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 (Developing and Accelerating Women at Netwealth) Culture Group and Carers Group
Community impact: Paid volunteering and our Netwealth Impact Group
Apply now!
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. Were also proudly certified by Work180 Family Friendly Workplaces and Great Place to Work.
If youre excited about this opportunity but dont meet every requirement we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.
If you require any reasonable adjustments during the recruitment process please contact us at .
Required Experience:
Manager
Employment Type
Full-Time
