Senior Training & Relationship Manager – Strategic Accounts

Job description

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 At Netwealth, we're trusted by some of the country's most influential financial advice businesses. As our next Senior Training & Relationship Manager - Strategic Accounts, you'll be the person helping those businesses make one of the most important transitions they'll ever undertake. You'll partner with major institutional clients from the moment they choose Netwealth, guiding them through onboarding, training, implementation and long-term success. You'll work alongside our Strategic Account Managers and collaborate with teams across Product, Operations, Legal and Compliance to create seamless experiences for some of our most valuable clients. One day you might be delivering training to an entire adviser network. The next, you'll be leading a complex platform transition, solving challenges alongside senior stakeholders, or helping shape solutions that influence the future experience of our strategic clients. You'll become a trusted adviser, project manager, educator and relationship builder all rolled into one. What you'll be doing - Leading onboarding and implementation programs for strategic institutional clients. - Delivering engaging training sessions, workshops and webinars that build confidence in Netwealth's products and services. - Managing large-scale transitions from competitor platforms to Netwealth. - Acting as the voice of the customer, ensuring client needs are understood and championed internally. - Building trusted relationships with key stakeholders and becoming a go-to expert for strategic accounts. - Supporting business growth by helping win, onboard and develop new strategic partnerships. You'll thrive in this role if You genuinely enjoy building relationships and influencing outcomes. You're equally comfortable presenting to a room full of advisers, managing a complex project, or working behind the scenes with internal stakeholders to solve problems. You bring strong financial services experience, understand the advice and platform landscape, and love helping clients get the most from the solutions they use. Experience working with key accounts, stakeholder management and RG146 compliance will set you up for success. Why Netwealth? We're a business that backs curious thinkers, courageous decision makers and people who genuinely care about delivering exceptional outcomes. Our values of being Collaborative, Agile, Genuine, Optimistic, Curious and Courageous underpin everything we do. If you're looking for a role where you can influence major client relationships, drive meaningful change, collaborate with talented people and help shape the future growth of one of Australia's leading wealth management platforms, we'd love to hear from you. 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 talent@netwealth.com.au Apply now and help us shape a brighter financial future!