Team Leader in Netwealth managing Training & Relationship Managers and enhancing adviser experience. Leading a high performing team within Australia's innovative FinTech sector.
Responsibilities
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
Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
A vibrant culture: social events, trivia nights, and corporate sports
Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group
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