Team Leader - Training and Relationship Manager QLD
Core
Lead, coach, and elevate a team of Training & Relationship Managers (TRMs) to deliver exceptional adviser support, deepen relationships, and drive regional growth.
Role type
Senior Team Leader, Training & Relationship Management
Builds
Adviser support services, strengthened dealer group relationships, and regional business growth
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
team leadership and mentoring, performance management, stakeholder management, strategic planning, market trend analysis, pipeline management, financial advice landscape knowledge
Preferred skills
RG146 accreditation, postgraduate qualifications, Netwealth product knowledge
Technologies
None stated
Responsibilities
Leading and mentoring a team of TRMs, driving performance through coaching and development, strengthening adviser and dealer group relationships, partnering with Sales Leadership on strategy, acting as a senior escalation point for complex adviser needs, identifying market trends to improve service offerings, contributing to training programs
Seniority
Senior, hands-on IC with team leadership