Netwealth is hiring a Team Leader for Training & Relationship Management. You will play a pivotal role in driving adviser experience, team performance, and commercial outcomes. You will lead a high-performing group of Training & Relationship Managers (TRMs), build strong external partnerships, and contribute to strategies that increase netflows, boost Funds Under Advice (FUA), and grow revenue.
What You'll Do
- Lead, mentor, and develop a team of Training & Relationship Managers to deliver exceptional adviser service.
- Set clear performance expectations and equip the team with tools, training, and support to succeed.
- Manage onboarding, ongoing coaching, and professional development of team members.
- Build and strengthen relationships with advisers, licensees, and key dealer groups.
- Act as a senior escalation and support point for complex adviser queries.
- Promote Netwealth’s products, services, and value proposition with confidence.
- Contribute to regional sales strategy, pipeline development, and overall business planning.
- Work closely with the Sales Leadership Group to align team initiatives with company objectives.
- Monitor industry trends to identify opportunities for product, service, and training enhancements.
- Oversee accurate use of Netwealth systems (including Microsoft Dynamics) within the TRM team.
- Support development of training programs that reflect adviser and industry needs.
- Ensure compliance with regulatory requirements, internal policies, and the Group Fraud Policy.
- Drive process improvements that enhance service delivery and reduce risk.
What We're Looking For
- Proven leadership experience in sales, account management, or adviser relationship roles, ideally within financial services.
- Strong understanding of the Australian financial advice landscape.
- Exceptional communication, influencing, and stakeholder management skills.
- Demonstrated ability to lead teams to achieve exceptional outcomes.
- Extensive platform and market knowledge.
- RG146 compliance.
- Willingness to travel interstate to support business needs.
- Strong knowledge of Netwealth products.
Technical Stack
- Microsoft Dynamics
Team & Environment
You will lead a team of Training & Relationship Managers (TRMs) and work closely with the Sales Leadership Group.
Benefits & Compensation
- Flexible hybrid model with 4 days in the office each fortnight.
- Modern, thoughtfully designed office spaces across Australia.
- Paid parental leave.
- Fully funded school holiday program.
- CU Health (virtual healthcare).
- Income protection.
- Flu shots, wellness weeks, retail discounts and financial wellbeing services.
- Social events, trivia nights, and corporate sports.
- Employee Resource Groups: LGBTQIA+, DAWN, Culture Group and Carers Group.
- Paid volunteering and Netwealth Impact Group.
- Career development, further education and diverse training opportunities.
- Strong support for internal mobility.
Work Mode
This is a hybrid role located in Australia.
We are an inclusive and diverse workforce committed to equity and inclusion through gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives.
