Senior Training & Relationship Manager – Wealth Management & Broking
HybridSydney, New South Wales, Australia or Melbourne, Victoria, Australia
Sydney, New South Wales, Australia or Melbourne, Victoria, AustraliaHybridFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Conduct client onboarding, deliver training sessions, and facilitate conversations to deepen adviser knowledge and platform capability. Support major transition projects and collaborate with sales pods to identify growth opportunities. Build credibility with brokers and support teams while simplifying complex financial concepts. Travel across Australia to meet clients and strengthen long-term advocacy for the Broking & Wealth Management channel. Work in a fast-paced environment where no two days are identical, helping shape the future of Netwealth's client engagement strategy.
Required Qualifications
- 3+ years experience in financial services, platform support, relationship management, client service or training
- Understands the wealth management and broking landscape
- Loves connecting with people and building credibility quickly
- Can simplify complex concepts and deliver engaging training sessions
- Thrives in a fast-paced environment where no two days look exactly the same
- Is comfortable travelling to support clients across Australia
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