Team Leader - Training and Relationship Manager QLD

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.

Our Training & Relationship Managers (TRMs) are the heartbeat of our adviser experience.

They’re the trusted partners, the problem-solvers, the ones who make our clients feel supported every step of the way.

Now, we’re looking for a Team Leader to take this to the next level.

This isn’t just about managing a team, it’s about shaping how we show up to the market!

You’ll lead, coach and elevate a group of high-performing TRMs, helping them deliver standout service, deepen adviser relationships and ultimately drive growth across the region.

You’ll sit at the intersection of leadership, strategy and relationship management, partnering closely with our Sales Leadership Group, influencing direction, and playing a key role in strengthening Netwealth’s position in the market.

And yes, you’ll still stay close to the action.

You’ll be a senior point of contact for key advisers and dealer groups, stepping in for complex conversations and building the kind of long-term partnerships Netwealth is known for.

What you'll be doing

• Leading and mentoring a team of TRMs to deliver exceptional adviser support

• Driving performance through clear goals, coaching, and development

• Strengthening and expanding adviser and dealer group relationships

• Partnering with Sales Leadership to align strategy and deliver results

• Acting as a senior escalation point for complex adviser needs

• Identifying market trends and opportunities to improve service and product offering

• Contributing to training programs that keep our advisers (and team) ahead of the curve

• Supporting business growth through strong pipeline management and client engagement

What you'll bring

• Experience working with platform products or wealth management solutions

• Proven leadership experience in sales, relationship management, or financial services

• Strong understanding of the financial advice landscape

• A track record of driving performance and building high-performing teams

• Exceptional stakeholder management and communication skills

• Strategic mindset with a focus on growth and client outcomes

• RG146 compliant (or equivalent)

Nice to have

• RG146 accreditation - or willing to obtain

• Postgraduate qualifications in a relevant field

• Existing knowledge of Netwealth products (or the ability to pick it up quickly)

The kind of person who thrives here

You’re a natural leader and someone who genuinely loves developing others and bringing people along for the journey.

You balance commercial thinking with relationship depth, and you’re just as comfortable talking strategy as you are jumping in to help solve a tricky client issue.

You’re:

• Customer-first, always

• Collaborative and generous with your knowledge

• Agile and comfortable navigating change

• Curious, proactive and always looking for better ways of doing things

• Results-driven, but never at the expense of relationships

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!