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.

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

• Team Leader - Training & Relationship Management

• 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, 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!