Senior Training & Relationship Manager – Wealth Management & Broking

1 мес. назад

AustraliaWorldwideSeniorOnsite

Senior Training & Relationship Manager role focusing on wealth management and broking at requiring client engagement and training expertise.

Обязанности

Every now and then, a role comes along where you don't just join a team. You help build something new.
At , we're investing in a dedicated Broking & Wealth Management channel, bringing together the strength of our established platform with a focused team committed to growing our presence in the market. This newly created role sits at the centre of that journey.
As our next Senior Training & Relationship Manager , you'll be the person clients turn to when they're onboarding to the platform, looking to deepen their knowledge, or searching for a trusted partner who understands their world. You'll help advisers, brokers and support teams build confidence, maximise platform capability and ultimately deliver better outcomes for their clients.
This isn't a traditional sales role.
It's a role for someone who loves building relationships, facilitating great conversations, solving problems and helping people succeed. One day you could be delivering training to a new firm, the next supporting a major transition project, and the day after working alongside your sales pod to identify opportunities for growth.

Другое

isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.
Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.
But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.
If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at .
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 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 's Broking & Wealth Management channel.
At , 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 ), Culture Group and Carers Group
Community Impact: Paid volunteering and our 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@.