Head of Sales

3 weeks ago


Adelaide, South Australia Netwealth Full time

About Netwealth

We are 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, we have 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.

This 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 Sales – Technology Solutions, 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.

Key Responsibilities:

  • Develop and implement a sales strategy for our new technology and advisory solutions
  • Focus on client engagement and relationship management
  • Conduct presentations and demonstrations to showcase the capabilities and benefits of our new tools

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.

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:

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

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