21h ago
Training & Relationship Manager
Melbourne, Australia
โจ $100k-$130k / yearest.
full-timemid Hybridfinance
๐ผ About This Role
You'll deliver high-impact training sessions on Netwealth's platform and products, supporting advisers and administrators. You'll build confidence and long-term partnerships, ensuring each client's experience is seamless and rewarding. This role includes interstate travel and requires working closely with the Sales & Distribution team.
๐ฏ What You'll Do
- Deliver training sessions to advisers and administrators
- Support advisers in using Netwealth's products
- Partner with dealerships to increase engagement
- Support sales process for new accounts
๐ Requirements
- 3+ years experience with investment or superannuation platforms
- RG146 accreditation
- Strong client service skills
- Excellent communication and stakeholder engagement
โจ Nice to Have
- Experience in financial services training
- Knowledge of wealth management platforms
- Sales support experience
๐ Benefits & Perks
- ๐๏ธ Hybrid work model โ 4 days in office per fortnight
- ๐ฅ Wellness perks โ virtual healthcare, income protection
- ๐ถ Family support โ paid parental leave, school holiday program
- ๐ Career development โ top 5 company in Australia for growth
- ๐ Vibrant culture โ social events, trivia, corporate sports
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Phone Screenยท 30 min
- 2Technical Interviewยท 1 hour
- 3On-site Interviewยท 1.5 hours
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