Senior Training & Relationship Manager – Strategic Accounts
HybridMelbourne, Victoria, Australia
Job Summary
Lead onboarding and implementation programs for strategic institutional clients while delivering engaging training sessions, workshops, and webinars to build product confidence. Manage large-scale platform transitions from competitors, acting as the voice of the customer to champion internal needs and solve complex challenges alongside senior stakeholders. Build trusted relationships with key advisers and collaborate with Product, Operations, and Legal teams to create seamless experiences for major accounts. Support business growth by helping win, onboard, and develop new strategic partnerships. This role requires strong financial services experience, stakeholder management skills, and RG146 compliance knowledge. You'll thrive in a collaborative, agile environment where your ideas shape the future of Australia's wealth management platform.
Required Qualifications
- strong financial services experience
- understand the advice and platform landscape
- Experience working with key accounts
- stakeholder management
- RG146 compliance
Desired Qualifications
- You genuinely enjoy building relationships and influencing outcomes
- comfortable presenting to a room full of advisers
- managing a complex project
- working behind the scenes with internal stakeholders to solve problems
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