Senior Commercial Analyst

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.

We’re looking for a Senior Commercial Analyst, Investment Products to join our Investment Menu team and help strengthen the commercial relationships that support Netwealth’s investment product ecosystem.

Sitting within our Financial Products division, the team is responsible for the governance, oversight, optimisation and operational management of Netwealth’s investment menus across Super Accelerator, Wealth Accelerator and Netwealth Private.

In this role, you’ll work closely with fund managers, model managers and other investment partners to support commercial arrangements, deliver meaningful insights and identify opportunities to improve commercial outcomes. You’ll combine strong analytical capability with sound commercial judgement, stakeholder management and a disciplined approach to governance.

This is a great opportunity for someone who enjoys working across investment products, commercial analysis and relationship management, and wants to contribute to the ongoing growth and optimisation of a leading wealth platform.

• You'll support commercial relationships with fund managers, model managers and strategic investment partners while acting as a key point of contact for commercial and operational matters.

• You'll prepare reporting and insights across investment menu revenue, commercial performance, rebates, partner activity and onboarding pipelines, helping leaders make informed decisions.

• You'll oversee the administration of fees, rebates and commercial arrangements to ensure they are implemented accurately and governed effectively.

• You'll coordinate the review and maintenance of fund manager agreements, commercial schedules and supporting documentation, while also supporting strategic initiatives, competitor analysis and broader commercial projects.

• Working closely with teams across Distribution, Customer Operations, Compliance, Finance, Digital Product and Technology, you'll identify opportunities to improve reporting, controls, processes and partner servicing models that enhance both commercial outcomes and stakeholder experience.

You're a commercially minded financial services professional who enjoys working with data, solving complex problems and building strong stakeholder relationships. You can balance commercial objectives with sound governance and bring structure, accuracy and insight to a fast paced environment.

• You bring at least 4 years experience in financial services, investment operations, commercial analysis, product management, funds management or wealth management, along with a solid understanding of investment products and markets.

• You understand how commercial arrangements work and are comfortable managing reporting, fees, rebates and contractual obligations.

• You're naturally analytical and able to translate complex information into meaningful insights that support business decisions.

• You have strong organisational skills, communicate confidently with a range of stakeholders and can successfully manage competing priorities and deadlines.

• A qualification in Finance, Commerce, Business, Economics or a related discipline will be highly regarded.

• Above all, you embody Netwealth's values and bring a collaborative, curious and genuinely proactive approach to your work.

• You take pride in delivering quality outcomes, building strong relationships and continuously looking for ways to improve how things are done.

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!