Senior Training & Relationship Manager – Wealth Management & Broking
Core
Enable advisers, brokers, and support teams to onboard, deepen platform knowledge, and maximize capability through training and relationship management.
Role type
Senior Training & Relationship Manager (Wealth Management & Broking)
Builds
Adviser capability, platform adoption, and long-term market advocacy for Netwealth's Broking & Wealth Management channel.
Domain
Financial services / Wealth Management / Broking
Deliverable
client delivery
Required skills
Financial services experience, wealth management and broking landscape knowledge, relationship building, training delivery, simplifying complex concepts, adaptability, travel readiness
Preferred skills
Experience in platform support, client service, or sales pod collaboration
Responsibilities
Deliver training to new firms and support major transition projects, collaborate with sales pods to identify growth opportunities, build credibility with clients and partners, facilitate conversations to solve problems and help clients succeed
Seniority
Senior, hands-on IC