Who are we?

As one of the largest players in the Self Managed Superannuation Fund (SMSF) administration market, SuperConcepts is an industry leader with over 40 years’ experience providing award-winning SMSF and investment administration and technology solutions to thousands of trustees, investors and professionals.

Our purpose is simple: Simplifying SMSF, so more Australians can control their super.

The opportunity:

We are seeking a sales-focused Client (Onboarding) Manager to join our dedicated current business and onboarding team. This role is ideal for someone who understands the SMSF landscape and enjoys converting interest into confident client decisions, while delivering a smooth, compliant onboarding experience.

This is more than a client service role – it’s a commercial, relationship-led position where you’ll combine SMSF knowledge with proactive sales conversations, adviser engagement and quality onboarding oversight. You’ll be the client’s first trusted partner, helping trustees and advisers understand the value of SuperConcepts and guiding new funds through to a confident handover.

Broadly speaking your responsibilities include:

- Engaging with prospective trustees and adviser partners to understand their SMSF needs and position SuperConcepts’ onboarding and administration solutions.

- Acting as the primary point of contact from enquiry through onboarding, building trust, managing expectations and progressing opportunities through the pipeline.

- Performing quality assurance checks on static data, balances, and prior-year positions loaded into systems.

- Identifying compliance gaps or anomalies and coordinating with Fund Accountants and Quality Consultants to resolve them.

- Generating establishment and statutory documentation for new/transition funds.

- Partnering with advisers, prospective clients and internal specialists to resolve technical or setup issues quickly and keep momentum toward conversion.

- Ensuring funds are “current and compliant” before handover to Client Service Managers for ongoing support.





We work in a hybrid way and value time together for collaboration and learning. You will be required to spend 60% of your time in our CBD office, we’re open to discussing flexibility to support individual needs.

Your SMSF and sales experience:

You’ll bring hands-on SMSF experience and the confidence to have commercially focused conversations with trustees, advisers and referral partners. You may come from SMSF administration, client relationship management, business development, sales support or financial services — what matters most is your ability to translate SMSF knowledge into trusted client outcomes and new business growth.

Here are the types of experience that will set you up for success:

- Practical experience working with SMSFs, trustees, advisers or SMSF administration processes.

- A sales mindset, with experience nurturing enquiries, identifying client needs and influencing positive decisions.

- Strong relationship management skills and the ability to build credibility with advisers, trustees and internal stakeholders.

- Sound understanding of SMSF compliance, administration and fund establishment or transition requirements, with the judgment to seek technical guidance when needed.

- Confidence using client management, CRM, SMSF or comparable administration platforms to track activity, follow up opportunities and deliver a seamless experience.

Our values are at the centre of all that we do, so alignment to the following is critical:

· Service: We serve with integrity, humility and transparency

· Commitment: We do what is right and what we say we will do

· Teamwork: We believe in the collective wisdom of the team

If the above resonates with you and you are looking for a new challenge, then we would love to hear from you. We know that people don’t always meet every requirement listed. If this role sounds interesting and you bring relevant experience or transferable skills, we encourage you to apply.

Got a question? Reach out to ***************@superconcepts.com.au or visit our website: www.superconcepts.com.au

Please apply via SEEK only.

📌 Client Onboarding Manager - SuperConcepts (Adelaide)
🏢 SMSF Operations
📍 Adelaide