Sales Director - Broking and Wealth Management

Posted 19 Days Ago
Be an Early Applicant
Hiring Remotely in Office, Machaze, Manica, MOZ
Remote
Senior level
Financial Services
The Role
Lead growth of Netwealth's broking channel in Victoria by building pipeline, winning new business, growing existing clients, developing adviser/broker relationships, representing the firm at events, progressing opportunities to close, and feeding market insights into product and GTM strategy.
Summary Generated by Built In

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:

Join one of the largest Sales & Distribution teams in the Australian platform market and play a key role in building out our broking channel.

This is a growth role, focused on driving new business, strengthening client relationships, and expanding Netwealth’s presence across advisers, brokers and dealer groups.

As a Sales Director in Victoria you’ll build pipeline from the ground up while also developing an existing client base. Success comes from strong market engagement, disciplined execution, and the ability to position a compelling case for change in a competitive landscape.

You’ll partner closely with senior stakeholders to drive activity, progress opportunities, and deliver against revenue targets.

In this role, you will:

  • Build pipeline and convert new business opportunities

  • Grow and support an existing client base

  • Develop strong relationships across advisers, brokers and dealer groups

  • Represent Netwealth in market and at industry events

  • Progress opportunities from initial engagement to conversion

  • Contribute market insights to support product and go-to-market strategy

About you;

You’re a commercially driven sales professional who thrives in a fast-paced, growth environment.

You’re confident building relationships, creating opportunities, and following through to close. You bring enough technical understanding to be credible, but your strength is in how you engage, influence and execute.

You’re proactive, resilient, and take ownership of your pipeline and outcomes.

You’ll bring:

  • Sales Director experience in distribution or business development across Broking

  • Strong understanding of wealth management and platforms

  • Proven ability to build pipeline and win new business

  • Strong communication, influencing and presentation skills

  • A commercial mindset and ability to position against competitors

  • RG146 and willingness to travel interstate

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 [email protected]

Apply now and help us shape a brighter financial future!

Skills Required

  • Sales Director experience in distribution or business development across broking
  • Strong understanding of wealth management and platform solutions
  • Proven ability to build pipeline and win new business
  • Strong communication, influencing and presentation skills
  • Commercial mindset and ability to position against competitors
  • RG146 certification
  • Willingness to travel interstate
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The Company
HQ: Melbourne, Victoria
495 Employees
Year Founded: 1999

What We Do

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 is the trustee of the Netwealth Superannuation Master Fund. Netwealth Investments Limited is the operator and custodian of the Netwealth Wrap Service and the Russell Investments Portfolio Service, responsible entity and custodian of the Netwealth Managed Account and the Global Specialist Series managed funds, platform provider and administrator of the Netwealth Superannuation Master Fund and provides administration services to Challenger Annuities and XWrap (Netwealth’s non-custodial asset service). **Our awards include: Rated by Investment Trends as number 1 in Overall Satisfaction by users for the ninth consecutive year (2014-2021) and rated number 1 by Investment Trends for Best Platform Overall in 2017-2019. Rated by ChantWest as best Advised Product of the Year for four consecutive years (2018-2021).

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