Training & Relationship Manager - Strategic Accounts NSW & 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:
We are looking for an #agile and #optimistic TRM to join the Sales & Distribution team in our Sydney and Melbourne offices!
The Training & Relationship Manager is responsible for supporting our Strategic Accounts, including HNW Private Wealth firms, Private Banks, Charities, NFP, and Family Office clients.
In this role you will work collaboratively to support the Strategic Account Managers to provide training, and update clients on changes and enhancements, and support the sales process for new accounts.
This role includes interstate travel to support existing business relationships, establish new connections, and participate in ongoing training.
About you:
You must have familiarity with the Netwealth products and or the competitive landscape, knowledge of the market and relevant platforms.
You are able to demonstrate a successful track record in client relationship management.
You will be required to address daily training and development needs, provide support, and maintain strong relationships with internal and external stakeholders.
Deliver engaging, high-impact training sessions that bring our platform to life.
You are required to hold a post-graduate education certification and must comply with RG146 requirements.
You have strong communication skills: this role is all about collaboration and communication
You have strong organisational skills and attention to detail
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!