Manager - Private Wealth Support

Nearheal; City of Melbourne; Hybrid; AUD 140,000 - 190,000; Full time

Benefits offered by this job

Paid parental leave

CU Health

Income protection

Wellness weeks

Retail discounts

Financial wellbeing services

Employee Resource Groups

Job summary

Netwealth is seeking a Manager to lead a team of client consultants servicing our largest wholesale and private wealth clients. You will drive proactive, personalised, commercially valuable support and escalate complex issues with confidence.

You’ll coach experienced professionals, build senior stakeholder relationships, and represent the team in client reviews and strategic discussions to shape our client experience.

Qualifications

• Proven leadership of experienced professionals.
• Strong client relationship management in a high-touch service environment.
• Experience engaging with senior internal and external stakeholders.
• Track record of managing escalations and delivering on commitments.
• Strong communication, influencing and relationship-building skills.
• Ability to interpret data and turn insights into meaningful conversations.
• Customer-first mindset and passion for service excellence.

Responsibilities

• Lead, coach and develop a team of experienced client consultants.
• Build strong relationships with key clients and stakeholders.
• Represent the team during client reviews and strategic discussions.
• Support consultants in managing complex client issues and escalations.
• Create a culture of accountability, quality and follow-through.
• Drive continuous improvement while maintaining a highly personalised service experience.

Skills

Leadership

Client relationships

Stakeholder mgmt

Escalations

Communication

Data insights

Customer focus

Tools

CRM software

Job description

Netwealth 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 Netwealth.

Do you want lead the team behind some of Netwealth's most important client relationships?

At Netwealth, we're building a more personalised experience for our largest wholesale and private wealth clients.

We're looking for a Manager to lead a team that goes beyond traditional customer service.

A team that genuinely understands client businesses, anticipates needs before they arise and creates the kind of relationships that make clients feel valued, supported and confident in their partnership with us.

This is an opportunity to lead experienced, relationship focused consultants who work closely with some of Netwealth's most significant clients, delivering tailored support, managing complex escalations and helping clients get the most from our platform and services.

Over time, you'll become a trusted face of the team, representing Private Wealth Support in client reviews and strategic discussions, partnering with senior stakeholders and helping shape how we continue to evolve our client experience.

Why this role is exciting

Lead a specialist team supporting Netwealth's largest wholesale and private wealth clients

Build trusted relationships with influential advisers, client executives and key stakeholders

Coach and develop a team of experienced client consultants

Play a visible role in strategic client reviews and executive conversations

Use data and insights to tell meaningful client stories and improve outcomes

Shape a premium, relationship led service experience

Join one of Australia's leading fintech and wealth management businesses

What you'll be doing

As the Manager you'll lead a highly capable team focused on delivering proactive, personalised and commercially valuable support to our most important clients.

You’ll:

• Lead, coach and develop a team of experienced client consultants
• Build strong relationships with key clients and stakeholders
• Represent the team during client reviews and strategic discussions
• Support consultants in managing complex client issues and escalations
• Create a culture of accountability, quality and follow through
• Encourage proactive engagement that strengthens client relationships
• Use service and client data to identify trends, opportunities and risks
• Help clients maximise value from Netwealth's products and services
• Strengthen team capability through coaching, knowledge sharing and development
• Drive continuous improvement while maintaining a highly personalised service experience

To be successful you'll create an environment where:

• Clients see Netwealth as a trusted partner, not just a platform provider
• Relationships are strong, proactive and commercially valuable
• Consultants feel supported, empowered and continually developing
• Escalations are handled with confidence and careClient reviews deliver valuable insights and meaningful conversations
• Teams combine technical expertise with exceptional relationship management
• Service remains personalised, responsive and consistent

A bit about you

You’ll be a people leader who understands that great client outcomes start with great relationships.

You know how to coach experienced professionals, navigate complex stakeholder environments and build credibility with senior decision makers. You're equally comfortable discussing service performance, leading a team meeting or representing your function in front of important clients.

We're looking for someone who has:

• Leadership and coaching experience leading experienced professionals
• Strong client relationship management experience in a high touch service environment
• Confidence engaging with senior internal and external stakeholders
• A track record of managing escalations and delivering on commitments
• Strong communication, influencing and relationship building skills
• The ability to interpret data and turn insights into meaningful conversations
• A customer first mindset and passion for service excellence

Highly regarded

• Wealth management, platforms, private wealth or financial services experience
• Experience working with sophisticated wholesale clients, advisers or investor groups
• Strong commercial awareness and relationship management capability

Life At Netwealth

At Netwealth, 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 Netwealth), Culture Group and Carers Group
• Community Impact: Paid volunteering and our Netwealth 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.

We value potential and passion just as much.