Training & Relationship Manager - NSW

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.

At Netwealth, we don't just provide a platform

We help financial advisers build better businesses and create better outcomes for their clients.

As our next Training & Relationship Manager, you'll be at the centre of that journey.

From guiding advisers through their first experience with Netwealth to delivering engaging training sessions and helping practices unlock more value from our products, you'll become a trusted partner to advisers across your region.

You'll educate, support, influence, and build lasting relationships that genuinely make a difference.

You'll work with adviser groups and practices that have already approved or adopted Netwealth, helping them maximise their experience, build capability, and deepen engagement through education, support and partnership.

If you love presenting, building relationships, solving problems and being the person people turn to for guidance, this could be the perfect next step.

What you'll do

You'll partner with advisers, principals and support teams to:

• Deliver engaging training sessions, workshops and educational support

• Help advisers confidently navigate and utilise Netwealth's products and services

• Build trusted relationships through regular contact and proactive support

• Support advisers through onboarding, registration and their first applications

• Identify opportunities to increase platform adoption and client engagement

• Work closely with Distribution Managers to support regional growth initiatives

• Attend adviser meetings, industry events and training sessions

• Collaborate across Netwealth to deliver exceptional adviser experiences

What we're looking for

You might currently be working in:

• Relationship Management

• Adviser Services

• Platform Support

• Account Management

• Training or Learning & Development

• Financial Adviser Support

• Wealth Management Client Services

Most importantly, you'll bring:

• A passion for building meaningful relationships

• Experience within financial services, platform, wealth management or the financial advice industry

• Confidence presenting and training professional audiences

• Strong stakeholder engagement and influencing skills

• A customer-first mindset with a genuine desire to help others succeed

• Strong organisation skills and the ability to manage competing priorities

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!