Netwealth - See Wealth Differently (ASX:NWL)

Team Leader – Training & Relationship Manager

Netwealth - See Wealth Differently (ASX:NWL)

full-time

Posted on:

Location Type: Hybrid

Location: Melbourne • Australia

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Job Level

Senior

About the role

  • 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.

Requirements

  • 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 (required)
  • Willingness to travel interstate to support business needs.
  • Strong knowledge of Netwealth products
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales strategypipeline developmenttraining program developmentprocess improvementscompliancerisk managementadviser service deliveryaccount managementrelationship managementfinancial services knowledge
Soft Skills
leadershipmentoringcommunicationinfluencingstakeholder managementteam developmentcoachingperformance managementrelationship buildingproblem-solving
Certifications
RG146 compliance