Teams at Netwealth

Drive new business and market share growth for Netwealth by cold-calling prospective advisers, managing sales pipelines, and achieving targets. The role also involves managing existing key accounts, nurturing adviser relationships, promoting platform products, monitoring competitor and market sentiment, and maintaining financial-services industry knowledge.

Lead the vision, strategy, and roadmap for Netwealth’s Managed Accounts and Managed Discretionary Accounts portfolio. Manage Product Managers, drive discovery and customer-focused outcomes, coordinate cross-functional delivery, balance commercial and regulatory priorities, define success metrics, support launches, and serve as the subject matter expert for the product area.

Own the roadmap and direction for Agent Intelligence products, including Enterprise Intelligence and Adviser Search. Lead discovery, prioritization, knowledge modeling, ontology design, AI product tradeoffs, autonomy governance, metrics, and adoption measurement. Partner with engineering, architecture, risk, compliance, and data governance teams to deliver transparent, trusted, and reusable agentic capabilities in a regulated financial environment.