Manager – Client Onboarding
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Job Summary
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 transforming the way client onboarding is delivered balancing exceptional customer experience with strong regulatory outcomes.
Were seeking an experienced Manager to build lead and uplift our client onboarding capability as we continue to grow.
This is a handson leadership role with genuine scope to shape team structure processes and future service design.
About the role
Reporting to the Head of Onboarding you will lead the end-to-end client onboarding function across the platform.
In this crucial role you will help build a scalable compliant and high-performing team stay current with the evolving AML/KYC landscape and gain exposure to executives roadmap planning and career progression opportunities.
You will have significant influence over the teams structure capabilities and ways of working giving you real agency to define what great looks like for the onboarding team.
This role offers meaningful impact providing you with the opportunity to help shape how the onboarding function operates now and in the future.
Must have experience
Financial services experience ideally within onboarding operations or client lifecycle roles
Indepth handson knowledge of AML/KYC processes including CDD and have the ability to stay ahead of constantly evolving requirements
Strong understanding of complex trust and entity structures
Proven people leadership experience managing teams of approximately 515 people
Experience across platform investments superannuation and wrap products
Ability to work effectively and collaboratively with Technology and Sales teams
Success in balancing regulatory rigour with client experience and onboarding speed
Designing scalable processes in a dynamic growth and regulatory environment
Nice to have experience
Leading or contributing to uplift or transformation initiatives
Exposure to automation workflow redesign or operating model change
What success looks like: Progression and future opportunities
You bring a proactive curious and improvementfocused mindset
You design and implement a clear team structure processes and uplift roadmap
You build a team that delivers consistent compliant and highquality onboarding outcomes
You confidently partner across the business to improve onboarding service and capability
Opportunity to introduce additional leadership layers as the function scales
Increased involvement in onboarding proposition design service value and adviserfacing engagement
A clear pathway toward broader strategic influence within Customer Operations
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:
Manager
