Trellia Wealth Partners in Melbourne partners with financial advisers to deliver scalable managed account solutions and practical enablement. This client-facing role combines adviser relationship management, planning knowledge and implementation excellence to help advisers grow client outcomes.
The ideal candidate brings five+ years in financial services, robust PM and communication skills, and familiarity with adviser software such as Xplan and Salesforce to support seamless transitions.
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📌 Adviser Implementation & Practice Enablement Lead (Melbourne)
🏢 Trellia Wealth Partners
📍 Melbourne
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