Training and Relationship Manager

4 weeks ago

Melbourne, Victoria, Australia Netwealth Full time

About Netwealth

We are a fast-growing fintech company delivering market-leading products with an award-winning and innovative wealth management platform. Our mission is to enable people to see wealth differently and discover a brighter future for our clients and our people.

Founded in 1999, we are one of the fastest-growing wealth management businesses in Australia. With NextGen superannuation and investment technology, we challenge the status quo. We are agile and nimble, not stifled by bureaucracy.

We are proud of our team of talented people working hard to make life better for more Australians. Our values are who we are, how we tackle decisions, and how we want the world to see us - Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine.

The Opportunity:

This position is responsible for servicing existing and pipeline clients' training and development needs on a day-to-day basis and supporting the practice at all levels of the business. 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 of the position is to support advisers within dealerships who have approved Netwealth as a platform provider to secure their business and assist with all their training needs. A critical role for Netwealth is to provide support to these advisers in understanding and using the Netwealth products and thereby growing their use of our products.

This role may include interstate travel.

Key Responsibilities:

  • Train and develop Netwealth clients;
  • Market the Netwealth products to existing advisory groups to assist in rapidly growing the Netwealth business and its distribution network;
  • Support the Senior Distribution Manager in growing new sales and strengthening the pipeline;
  • Administer the SDM pipeline;
  • Maintain and develop existing relationships;
  • Maintain regular contact with established adviser bases as allocated;
  • Build our training commitment to advisers who work with Netwealth;
  • Mentor other team members in business development and marketing ideas and strategies;
  • Play a key role in the accuracy and planning of key clients in the in-house CRM, Microsoft Dynamics;
  • Contribute to Netwealth business development strategies and events.

Requirements:

  • 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;
  • A high level of technology competency;
  • A team player with an agile and collaborative mindset.

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 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;
  • View our benefits and the great work we do through WORK180.

Netwealth is an equal opportunities employer

We are committed to this through our gender equality, disability, LGBTQIA+, well-being, and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces, and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway. If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au.

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