Training & Relationship Manager - NSW

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

We currently have multiple exciting opportunities based in our NSW office:

• Senior Training & Relationship Manager

• Training & Relationship Manager

Both roles include interstate travel from time to time.

As a Training & Relationship Manager, you’ll play a part in our clients’ success and work closely with our Distribution Manager to focus on supporting and training Advisers, and Administrators on the Netwealth platform and products.

This is more than a training role, it’s about building confidence, trust, and long-term partnerships. From onboarding to first application, you’ll ensure every adviser’s experience with Netwealth is seamless, rewarding, and impactful.

What You’ll Do

• Be the go-to expert for training and development across existing and pipeline clients

• Deliver engaging, high-impact training sessions that bring our platform to life

• Support advisers in understanding and using Netwealth’s products to grow their business

• Partner with dealerships to secure and expand their engagement with Netwealth

• Support the sales process for new accounts with enthusiasm

• Support our Strategic Accounts, including:

- High Net Worth (HNW) Private Wealth firms

- Private Banks

- Charities and Not-for-Profits (NFPs)

- Family Office clients

About you

If you have 3+ years of experience working with investment, financial, or superannuation platforms, along with private wealth expertise and RG146 accreditation, you could be a great fit for this role.

You’ll have the opportunity to showcase your premium client service skills while working closely with High Net Worth clients and wealth professionals. Strong communication and stakeholder engagement will be key as you support our Sales & Distribution team.

We’re looking for someone who is self-motivated, highly organised, and excels at managing their time effectively.

Being a collaborative, agile team player is essential!

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, 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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now!

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. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at [email protected].