Training & Relationship Manager - WA

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The Opportunity:

This position is initially responsible for servicing existing and pipeline clients training and development needs on a day to day basis and being a support function to the practice at all levels of the business. The primary relationship rests with the Senior Distribution Manager (SDM) and with the Training and Relationship Manager (TRM) supporting Principal, Administrators and Advisers.

The secondary responsibility of the position is to support advisers within dealerships who have approved Netwealth as a platform provider in order to secure their business and assist with all their training needs. A critical role for Netwealth is to provide support to these advisers in understanding and using the Netwealth products and thereby growing their use of our products.

This role may include interstate travel.

You will:

• Be responsible for the training and development of Netwealth clients;

• Market the Netwealth products to existing advisory groups to assist in rapidly growing the Netwealth business and its distribution network;

• Be linked to regional budget and working with SDM to grow new sales and strengthen pipeline;

• Administer SDM pipeline;

• Maintain and develop existing relationships;

• Maintain regular contact with established adviser base as allocated;

• Build our training commitment to advisers who work with Netwealth;

• Mentor other team members in both business development and marketing ideas and strategies;

• Play a key role in the accuracy and planning of key clients in the in-house CRM, Microsoft Dynamics

• Contribute to Netwealth business development strategies and events.

You have:

• A deep understanding of platform functionality and the financial services industry;

• Excellent communication skills;

• Self-motivating with excellent time management & organisational skills;

• The ability to work autonomously;

• High level of technology competency;

• A team player with an agile and collaborative mindset.

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in.  When you're at your best, we're at our best!

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth.  We provide access to further education and diverse training opportunities, and we actively support internal mobility.  32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office.  We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth.  Some of these include:

• Family-friendly workplace, with parental leave and a kid's holiday programme

• Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services

• We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights

• Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group

• Support for community involvement through volunteering and our Netwealth Impact Group

Apply now!

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce.  We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives.  We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway!  If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au