Netwealth - See Wealth Differently (ASX:NWL)

Sales

• Define and lead Netwealth’s sales strategy in the broking channel
• Shape go-to-market approach and ongoing strategy
• Represent Netwealth at senior levels of the market
• Engage directly with C-suite leaders and spend time in-market with advisers and brokers across Victoria and New South Wales
• Build advocacy and convert strategic conversations into sustainable partnerships
• Act as the bridge between market realities and Netwealth’s product, operations, and leadership teams
• Influence how our broking proposition evolves over time

National Sales Director – Broking

Manager

• Defining best-in-class service across the end-to-end customer journey
• Designing and leading a modern service organisation including contact centre excellence
• Lifting performance and quality, empowering teams to make confident, customer-led decisions
• Simplifying and scaling service delivery through AI, automation and smarter ways of working
• Owning the service proposition externally, including major advisor and client engagements

General Manager – Services

Analyst

• Take ownership of assigned transition cases from start to finish
• Coordinate asset transfers with external parties including fund managers, registries, and advisers
• Validate documentation and ensure compliance with regulatory requirements
• Manage asset valuations and accurately import cost base details
• Communicate effectively with clients, advisers and stakeholders to deliver the best possible outcomes

Analyst – Asset Transfers

General Counsel

• Managing Netwealth's regulatory engagement and response activities.
• Coordinating and delivering high-quality, timely and accurate responses to regulatory requests, investigations and reviews.
• Providing clear, pragmatic advice to senior leaders and Boards.
• Leading the Group's legal response to regulatory requests, investigations and formal engagement with ASIC, APRA and other regulators.
• Managing complex, time-critical matters involving document production, written submissions and stakeholder coordination.
• Acting as a senior legal adviser to executives and Boards on regulatory risk, investigations and resolution strategies.
• Overseeing litigation and dispute resolution matters, including engagement with external counsel.
• Partnering closely with the General Manager, Legal to uplift processes, capability and ways of working across the function.

Head of Legal

Marketing

• Plan, organise and deliver events end‑to‑end, including logistics, content coordination, speakers, merchandise and on‑site execution.
• Manage timelines, milestones and deliverables across multiple concurrent events, ensuring programs are delivered on time, within budget and to brief.
• Work closely with marketing, sales and senior stakeholders to gather requirements, align on objectives, and deliver agreed outcomes.
• Liaise with venues, AV, designers and other external suppliers, including administration, commercial coordination and clear communication.
• Coordinate event communications, including website content, registrations, social media, post‑event reporting and learnings.
• Assist with the delivery of highly produced online events and webinars, including speaker preparation and live facilitation.

National Sales Director – Broking

General Manager – Services

Analyst – Asset Transfers

Head of Legal

Marketing Coordinator