Senior Training & Relationship Manager - Strategic Accounts

About the role

Netwealth is looking for a Senior Training & Relationship Manager to guide major institutional clients through their journey with the company. This role involves managing the entire client lifecycle, from initial onboarding and platform implementation to ongoing training and relationship development. You will be a key partner for strategic accounts, ensuring their long-term success with Netwealth's offerings.

Key facts

What you'll do

• Lead the onboarding and implementation processes for large institutional clients.
• Deliver engaging training sessions, workshops, and webinars to build client confidence in Netwealth's products.
• Oversee major platform transitions for clients moving from competitor systems to Netwealth.
• Represent client needs internally, ensuring their perspectives are understood and addressed by product and operations teams.
• Cultivate strong relationships with key client stakeholders, becoming a trusted expert for strategic accounts.
• Contribute to business expansion by assisting in securing, onboarding, and developing new strategic partnerships.

Requirements

• Demonstrated experience in financial services.
• Understanding of the financial advice and platform landscape.
• Background in managing key accounts.
• Experience with stakeholder management.
• RG146 compliance.

Nice to have

• Enjoy building relationships and influencing outcomes.
• Comfortable presenting to groups of advisors.
• Capable of managing complex projects.
• Skilled at problem-solving with internal stakeholders.

Skills & tools

• Not specified

Practical notes

• Flexible hybrid work model requiring 4 days in the office every two weeks.
• Modern office facilities, including end-of-trip amenities and daily breakfast in Melbourne.
• Benefits include paid parental leave and a fully funded school holiday program.
• Wellness perks such as virtual healthcare, income protection, flu shots, and financial wellbeing services.
• Various social events, corporate sports, and employee resource groups.
• Paid volunteering opportunities.
• Netwealth supports diversity and inclusion, with certifications from WORK180, Family Friendly Workplaces, and Great Places to Work.
• Candidates who do not meet every requirement are still encouraged to apply.
• For recruitment process adjustments, contact talent@netwealth.com.au.