Adviser Enablement & Platform Adoption Lead

Praemium; City of Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

Competitive salary + incentive

Parental leave

Study leave

Professional development

Job summary

Praemium, Melbourne-based, seeks a commercially minded Training & Relationship Manager to partner with private wealth and IFA practices across our market-leading platform suite. You will lead onboarding, deliver tailored platform training and build trusted adviser relationships to maximise platform adoption and value.

You will act as a strategic partner to advisers and practice teams, navigating onboarding and transition activity, driving long-term relationship growth and advocacy beyond

Qualifications

• RG146 completed or underway, or equivalent tertiary qualifications in business, finance or a related discipline.
• 3+ years’ recent experience in a client facing role within investment platforms, financial services, private wealth or a related environment.
• Demonstrated experience working with financial advisers across private wealth and retail/IFA markets.
• Strong presentation, stakeholder management and communication skills.
• Commercially minded with the ability to build trusted adviser relationships.
• Highly organised, self-directed and confident managing multiple priorities.
• Experience with investment platform technology, managed accounts or custody solutions highly regarded.

Responsibilities

• Lead onboarding and enablement programs for private wealth and IFA advice practices.
• Deliver tailored platform training and strategic guidance to advisers and practice teams.
• Build trusted relationships with advisers and key stakeholders across aligned client portfolios.
• Partner closely with New Business Managers to support adviser growth, retention and platform advocacy.
• Identify opportunities to deepen adviser engagement and increase platform adoption.
• Project manage complex onboarding, transition and implementation activity across internal teams.
• Act as a key escalation point, applying judgement and ownership to deliver strong client outcomes.
• Maintain accurate CRM and relationship management data to support strategic engagement.

Skills

Presentation

Stakeholder management

Commercial mindset

Highly organised

Financial services knowledge

Education

Business/Finance degree

Tools

Investment platform tech

Job description

Praemium, Melbourne-based, seeks a commercially minded Training & Relationship Manager to partner with private wealth and IFA practices across our market-leading platform suite. You will lead onboarding, deliver tailored platform training and build trusted adviser relationships to maximise platform adoption and value.

You will act as a strategic partner to advisers and practice teams, navigating onboarding and transition activity, driving long-term relationship growth and advocacy beyond