Trellia is seeking an experienced financial services professional to partner with advisers, drive client outcomes and implement Trellia's managed account solutions. You will combine adviser relationship management, financial planning support and implementation expertise to enable practices.
Join a quick-growing team focused on improving client outcomes and simplifying complex transitions across multiple adviser relationships.
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📌 Adviser Implementation & Enablement Lead (City of Sydney)
🏢 Betashares Capital
📍 City of Sydney
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