Relationship Manager

Aotearoa New Zealand Association of Social Workers; Auckland; On-site; NZD 90,000 - 120,000; Full time

Job summary

SBS Wealth is seeking an experienced Relationship Manager to own the primary commercial relationship with adviser partners across the North Island. You will drive growth, engage stakeholders, and shape the Partner Programme with market insights and strategic recommendations.

In this role you will build deep partnerships, conduct reviews, and develop account plans to expand funds under management and adviser referrals, while travelling across the Auckland region.

Qualifications

• 5+ years experience in relationship management, adviser distribution, business development, account management, or financial services partnerships.
• Strong understanding of the New Zealand financial advice and wealth management landscape.
• Proven ability to build trusted commercial relationships and influence stakeholders at all levels.
• Strong business development and growth orientation.
• Excellent communication, presentation, networking, and relationship-building skills.

Responsibilities

• Act as the primary commercial relationship owner for assigned adviser partners across the North Island.
• Build and maintain strong relationships with adviser business owners, financial advisers, paraplanners, and key stakeholders.
• Conduct regular business reviews, strategic planning discussions, and relationship meetings.
• Develop a deep understanding of partner business models, client segments, growth opportunities, and strategic priorities.
• Drive long-term partner satisfaction, retention, advocacy, and growth.
• Develop and maintain account plans for key partner firms.
• Drive growth in funds under management, referral activity, and partner engagement.
• Identify opportunities to increase SBS Wealth's presence within existing adviser businesses.
• Develop and execute growth plans for key partners and distribution channels.
• Identify and secure new adviser partnership opportunities.

Skills

Relationship management

Business development

Account management

Stakeholder engagement

Communication skills

Education

NZ Certificate in Financial Services (Level 5)

Tools

CRM software

Job description

The Relationship Manager is responsible for helping SBS Wealth's network of independent financial advisers realise the full value of their partnership with SBS Wealth. As the primary commercial relationship owner for adviser partners across the North Island, this role focuses on building deep, trusted relationships, driving mutual growth, increasing partner engagement, and ensuring SBS Wealth remains a valued strategic partner. This position will play a key role in shaping and evolving the SBS Wealth Partner Programme by bringing partner insights, market intelligence, and strategic recommendations that enhance the adviser experience and strengthen SBS Wealth's value proposition.

Key responsibilities

• Act as the primary commercial relationship owner for assigned adviser partners across the North Island.
• Build and maintain strong relationships with adviser business owners, financial advisers, paraplanners, and key stakeholders.
• Conduct regular business reviews, strategic planning discussions, and relationship meetings.
• Develop a deep understanding of partner business models, client segments, growth opportunities, and strategic priorities.
• Drive long-term partner satisfaction, retention, advocacy, and growth.
• Develop and maintain account plans for key partner firms.
• Drive growth in funds under management, referral activity, and partner engagement.
• Identify opportunities to increase SBS Wealth's presence within existing adviser businesses.
• Develop and execute growth plans for key partners and distribution channels.
• Identify and secure new adviser partnership opportunities.

About you

• 5+ years experience in relationship management, adviser distribution, business development, account management, or financial services partnerships.
• Strong understanding of the New Zealand financial advice and wealth management landscape.
• Proven ability to build trusted commercial relationships and influence stakeholders at all levels.
• Strong business development and growth orientation.
• Excellent communication, presentation, networking, and relationship-building skills.
• NZ Certificate in Financial Services (Level 5) or equivalent industry qualification.
• High level of commercial acumen and strategic thinking.
• Ability to work autonomously while effectively collaborating across multiple teams.
• Experience using CRM systems to manage stakeholder relationships and opportunities.
• Full New Zealand driver's licence and willingness to travel throughout the Auckland region.

About us

SBS Wealth is committed to helping New Zealanders achieve their financial goals through trusted advice, quality investment solutions, and strong distribution partnerships. Through our network of independent financial advisers, we help more New Zealanders access wealth solutions that support their long-term financial wellbeing. As we continue to grow, we are investing in a market-leading Partner Programme that helps adviser businesses maximise the value they create for their clients.