Team Leader - Training & Relationship Manager - VIC
About Netwealth
Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.
Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.
But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.
If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.
The opportunity
The Team Leader plays a pivotal role in driving adviser experience, team performance, and commercial outcomes. You’ll lead a high‑performing group of TRMs, build strong external partnerships, and contribute to strategies that increase netflows, boost Funds Under Advice (FUA) and grow revenue.
This is an exciting leadership opportunity for a people‑focused professional who thrives in a dynamic, relationship‑driven environment.
What You’ll Be Doing
Leadership & Team Development
Lead, mentor, and develop a team of Training & Relationship Managers to deliver exceptional adviser service.
Set clear performance expectations and equip the team with tools, training, and support to succeed.
Manage onboarding, ongoing coaching, and professional development of team members.
Adviser & Market Engagement
Build and strengthen relationships with advisers, licensees, and key dealer groups.
Act as a senior escalation and support point for complex adviser queries.
Promote Netwealth’s products, services, and value proposition with confidence.
Commercial & Strategic Contribution
Contribute to regional sales strategy, pipeline development, and overall business planning.
Work closely with the Sales Leadership Group to align team initiatives with company objectives.
Monitor industry trends to identify opportunities for product, service, and training enhancements.
Operational Excellence
Oversee accurate use of Netwealth systems (including Microsoft Dynamics) within the TRM team.
Support development of training programs that reflect adviser and industry needs.
Ensure compliance with regulatory requirements, internal policies, and the Group Fraud Policy.
Drive process improvements that enhance service delivery and reduce risk.
What You’ll Bring
Proven leadership experience in sales, account management, or adviser relationship roles, ideally within financial services.
Strong understanding of the Australian financial advice landscape.
Exceptional communication, influencing, and stakeholder management skills.
Demonstrated ability to lead teams to achieve exceptional outcomes.
Extensive platform and market knowledge
RG146 compliance (required)
Willingness to travel interstate to support business needs.
Strong knowledge of Netwealth products
Personal attributes that lead to success:
You're a natural leader passionate about developing people.
You're customer‑centric, collaborative, and commercially minded.
You're adaptable and agile in a fast-paced, competitive market.
You're committed to ethical conduct, compliance, and maintaining a safe workplace.
Life At Netwealth
At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.
We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.
Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.
We offer benefits designed for your wellbeing and personal development, including;
Family-friendly support: Paid parental leave and a fully funded school holiday program
Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
A vibrant culture: social events, trivia nights, and corporate sports
Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
Community Impact: Paid volunteering and our Netwealth Impact Group
We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.
If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.
Need adjustments during the recruitment process? Contact us at people@netwealth.com.au
Apply now and help us shape a brighter financial future!