Senior Training & Relationship Manager – Strategic Accounts
Core
Partner with major institutional clients to guide them through onboarding, training, implementation, and long-term success, acting as a trusted adviser and project manager.
Role type
Senior Training & Relationship Manager (Strategic Accounts)
Builds
Onboarding and implementation programs for strategic institutional clients
Domain
Financial services / Wealth management / FinTech
Deliverable
client delivery
Required skills
stakeholder management, training delivery, project management, relationship building, financial services domain knowledge, RG146 compliance understanding
Preferred skills
experience with key accounts, platform transition management, presenting to adviser networks
Technologies
Netwealth platform
Responsibilities
Leading onboarding and implementation programs for strategic institutional clients; Delivering engaging training sessions, workshops and webinars; Managing large-scale transitions from competitor platforms; Acting as the voice of the customer; Building trusted relationships with key stakeholders; Supporting business growth by helping win and onboard new strategic partnerships
Seniority
Senior, hands-on IC
