Training & Relationship Manager - Brisbane


Location: Brisbane

Job Type: Not Specified


About us:

At Netwealth we are an innovative, award winning, ASX listed investment platform, superannuation and administration business delivering market-leading products. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients but also for our people. We invest in our employees and encourage them to grow professionally and personally.

In this role you will be inspired by diversity & driven by inclusion.

Our Values are who we are, how we tackle decisions and how we want the world to see us. We are Curious, Courageous, Collaborative, Agile, Genuine and Optimistic.

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 will 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.

Why Netwealth?

  • We are a flexible and adaptable hybrid workplace
  • We have a stylish new CBD office with end of trip facilities for your cycle to work
  • We are a social bunch who get together regularly, and participate in corporate sporting events, games and trivia nights
  • We are a family friendly workplace with parental leave and holidays for the kids
  • We are invested in our local communities through the Netwealth Impact Group with fundraising, events, and volunteering
  • Wellness and lifestyle perks including discounted gym memberships, health insurance, shopping and retail discounts, access to financial wellbeing services
  • We recognise our people milestones and achievements through reward and recognition
  • We are keen to invest in you, through technical and professional learning experiences

Remuneration includes a base salary relevant to your skills and experience together with bonus for achieving sales targets to promote and reward success.

Apply now!

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. Here at Netwealth we are dedicated and enthusiastic about creating an inclusive and diverse workplace. If you are excited about this role but don't tick every box, we encourage you to apply anyway!

You’ve got this!