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, solid PM and communication skills, and familiarity with adviser software such as Xplan and Salesforce to support seamless transitions.
J-18808-Ljbffr
📌 Adviser Implementation & Practice Enablement Lead Melbourne (Australia)
🏢 Trellia Wealth Partners
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.