Netwealth - See Wealth Differently (ASX:NWL)

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.

Marketing Coordinator

Account Manager

• 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.

Team Leader – Training & Relationship Manager

Content Marketing Manager

• Lead Flux’s social-first content strategy across TikTok, Instagram and emerging platforms
• Write clear, engaging personal finance articles for the Flux app
• Write and script podcast episodes, social videos and audio content (and even step in as a host or contributor when needed)
• Be a consistent on-camera presence for Flux - whether that’s explaining a concept, reacting to news, or chatting with finance experts
• Own Flux’s social content calendar and work closely with the team to plan campaigns and moments that matter
• Ensure Flux’s tone of voice stays consistent, playful and trustworthy across all content
• Track how content is performing and adjust based on what’s actually resonating with the community
• Actively listen to our community through comments, DMs, emails and events, and feed those insights back into content and product

Content and Socials Lead

Executive Assistant

• Effectively manage busy and dynamic calendar, coordinate meetings, and organising travel arrangements.
• Ensure thorough preparation for meetings with relevant materials and talking points.
• Act as a liaison between C-suite executives and key stakeholders (including Board Members).
• Handle confidential information with discretion and professionalism.
• Support execution of strategic projects, preparing presentations, reports, and correspondence.
• Assist in managing investor, board, and client relationships.
• Plan and coordinate executive and team events.
• Assist with special initiatives, ensuring timely completion and effective execution, managing expense reporting and vendor relationships.

Payroll

• Oversee and manage end-to-end payroll processing for all employees, including regular, off-cycle, and termination payments. Acting as a backup for payroll processing when required.
• Ensure compliance with payroll tax, superannuation, and legislative obligations, including upcoming changes such as Pay Day Super (effective 1 July).
• Interpret awards, enterprise agreements, and statutory requirements accurately.
• Provide guidance on purchased leave, novated leases, and other payroll-related matters in collaboration with People & Culture.
• Lead payroll audits and deliver reporting to internal and external stakeholders.
• Maintain payroll systems and identify opportunities for process improvements.
• Manage payroll-related projects such as system upgrades or integrations.
• Build strong relationships across the business and communicate changes effectively.
• Supervise and mentor a team of two, fostering capability and confidence.

Payroll Manager

Accountant

• Carrying out and reviewing daily unit pricing calculations for Netwealth MIS Funds.
• Preparing month-end accounts and maintaining accurate investment registers.
• Conducting monthly, quarterly, and annual distribution calculations and preparing Managed Account quarterly reports.
• Preparing year-end financial statements for 17 Netwealth Funds and managing audit queries.
• Maintaining up-to-date procedures and driving process improvements.
• Supporting Fund Operations and participating in ad hoc projects and cross-functional initiatives.

Marketing Coordinator

Team Leader – Training & Relationship Manager

Content and Socials Lead

Executive Assistant

Payroll Manager

Fund Accountant