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

Please note: We are open to candidates located in Adelaide, Sydney and Melbourne.

This newly created role sits on the sales leadership team and contributes significantly to strategic initiatives, focusing on advice enablement and data strategy, specifically with the recent acquisition of Xeppo. This is a strategic sales role that will be pivotal in integrating and leveraging our new financial advisory tool, with our existing sales efforts to make it part of a comprehensive solution with Netwealth.

As Head of Technology Sales and Consulting, you will spearhead technology practice management sales. You will develop and implement a robust sales strategy for our new technology and advisory solutions, focusing on key market segments and potential clients to drive growth and profitability by identifying and pursuing new opportunities, markets, and segments.

You will focus on client engagement and relationship management, building and maintaining strong relationships by understanding client needs and providing tailored solutions. You will conduct presentations and demonstrations to showcase the capabilities and benefits of our new tools, while working closely with the product development team to provide feedback and drive continuous improvement.

About you

This is a strategic sales role and will suit a dynamic sales leader who excels in bridging the gap between technology and financial advisory, ensuring that solutions meet client needs and drive business growth.

You will bring a strong pedigree of technology sales (preferably FinTech or advisory solutions) to this role and a proven track record of successfully managing complex sales cycles and achieving targets. Experience in integrating and leveraging big data tools within financial services is highly desirable.

You are a strong people leader dedicated to building and driving high-performing teams. Your ability to work collaboratively and cross functionally to inspire and motivate will be key in achieving our ambitious goals.

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

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