Relationship Manager

7 days ago

Sydney, New South Wales, Australia Michael Page Full time $120,000 - $150,000 per year

The Relationship Manager acts as a strategic partner to investment advisers, strengthening relationships and driving adoption of the wealth management platform through tailored support, training, and insights. The role focuses on maximising adviser satisfaction and retention by aligning platform capabilities with business objectives, resolving complex queries, and identifying opportunities for growth.


Client Details

Our client is a fast-growing and innovative organisation within the wealth management industry, delivering technology solutions that span the entire advice process - from client engagement and financial planning to investment platform services. Their core offerings include a modern investment platform and financial planning software, designed to provide scalable, non-conflicted alternatives to traditional systems. With a diverse and experienced team, the company fosters an inclusive and dynamic workplace while empowering advice practices to achieve outstanding client outcomes.

Description

  • Build and maintain strong relationships with advisers as a trusted strategic partner.
  • Deliver tailored training sessions on platform features, updates, and regulatory changes.
  • Conduct regular adviser meetings to review service performance and business objectives.
  • Act as an escalation point for Account Managers and resolve complex adviser queries.
  • Analyse adviser engagement data to identify risks, trends, and growth opportunities.
  • Implement targeted engagement plans to drive platform adoption and retention.
  • Collaborate with Sales, Product, and Marketing teams to identify upsell opportunities and enhance client experience.
  • Gather adviser feedback and share insights with Product teams to influence development.
  • Stay current on wealth management trends, regulations, and competitor platforms to provide relevant insights.

Profile

  • 3+ years' experience in Relationship Management, ideally within wealth management, investment platforms, financial advice, or stockbroking.
  • Strong industry knowledge of wealth management, portfolio administration, and regulatory frameworks.
  • Exceptional relationship-building skills with the ability to establish trust and long-term partnerships.
  • Excellent communication and presentation skills, able to explain complex concepts clearly.
  • Strategic mindset with the ability to align platform solutions with advisers' business objectives.
  • Analytical and data-driven, comfortable using insights to identify risks and opportunities.
  • Proactive, self-motivated, and confident in influencing both advisers and internal teams.
  • Professional, adaptable, and resilient, with strong time management and organisational skills.
  • Collaborative team player with a positive approach to change and client-centric mindset.

Job Offer

  • The opportunity to play a key role in a fast-growing, innovative wealth management technology business.
  • A client-facing role with scope to influence adviser engagement, retention, and business outcomes.
  • Exposure to cutting-edge financial planning software and investment platform solutions.
  • A collaborative, inclusive, and supportive workplace culture with diverse perspectives.
  • Professional growth and career development opportunities in a dynamic industry.
  • Competitive remuneration package, aligned with skills and experience.
  • Flexible working arrangements to support work-life balance.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Chris Hanley

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