Training & Relationship Manager Vic Melbourne

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

Note: This role includes interstate travel from time to time.

About you

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

You’ll have the opportunity to showcase your client service skills while working closely with current and existing clients and wealth professionals. Solid 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 team-oriented and agile team player is essential.

Benefits

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

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.

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