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Business Development

1 month ago

Sydney, New South Wales, Australia Netwealth Full time

About Netwealth, a catalyst for change in the wealth management industry.

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Netwealth is committed to excellence and cutting-edge technology, reflected in our innovative and award-winning wealth management platform. Founded in 1999, we have grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo.

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.

The Opportunity:

This role is responsible for servicing existing and pipeline clients training and development needs on a day-to-day basis. The primary relationship rests with the Senior Distribution Manager (SDM) and the Training and Relationship Manager (TRM), supporting Principal, Administrators, and Advisers.

The secondary responsibility is to support advisers within dealerships who have approved Netwealth as a platform provider. A critical role for Netwealth is to provide support to these advisers in understanding and using our products and thereby growing their use of our products.

This position may involve interstate travel. As a Business Development & Training Specialist, you will be responsible for:

  • Training and developing Netwealth clients;
  • Metinging with existing advisory groups to grow the Netwealth business and distribution network;
  • Working with SDM to grow new sales and strengthen pipeline;
  • Administering SDM pipeline;
  • Maintaining and developing existing relationships;
  • Maintaining regular contact with established adviser base as allocated;
  • Building our training commitment to advisers who work with Netwealth;
  • Mentoring other team members in both business development and marketing ideas and strategies;
  • Playing a key role in the accuracy and planning of key clients in the in-house CRM, Microsoft Dynamics
  • Contributing to Netwealth business development strategies and events.

You will have:

  • A deep understanding of platform functionality and the financial services industry;
  • Excellent communication skills;
  • Self-motivating with excellent time management and organisational skills;
  • The ability to work autonomously;
  • High-level technology competency;
  • A team player with an agile and collaborative mindset.

Salary: AU$80,000 - AU$110,000 per annum. Life at Netwealth offers access to further education and diverse training opportunities, and actively supports internal mobility. We prioritise employee growth and wellbeing through wellness programs and benefits including family-friendly workplace, parental leave, discounted gym memberships, income protection, flu shots, wellness weeks, shopping discounts, and access to financial wellbeing services. Join our mission to create a brighter future for everyone involved.