Senior Training & Relationship Manager – Wealth Management & Broking

Has 3+ years experience in financial services, platform support, relationship management, client service or training

Understands the wealth management and broking landscape

Loves connecting with people and building credibility quickly

Can simplify complex concepts and deliver engaging training sessions

Thrives in a fast-paced environment where no two days look exactly the same

Is comfortable travelling to support clients across Australia

What makes this opportunity special is the chance to shape how we engage with a growing client base from the very beginning. You'll play a key role in strengthening adviser capability, driving platform adoption and helping build long-term advocacy for Netwealth across the market.

You'll join one of Australia's leading wealth technology businesses, working alongside a high-performing team that values curiosity, collaboration, optimism and genuine partnerships.

If you're passionate about financial services, enjoy helping clients succeed and want to be part of building something exciting, we'd love to hear from you.

Apply today and help shape the future of Netwealth's Broking & Wealth Management channel.

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 talent@netwealth.com.au