Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

Do you want lead the team behind some of Netwealth's most important client relationships?

At Netwealth, we're building a more personalised experience for our largest wholesale and private wealth clients.

We're looking for a Manager to lead a team that goes beyond traditional customer service.

A team that genuinely understands client businesses, anticipates needs before they arise and creates the kind of relationships that make clients feel valued, supported and confident in their partnership with us.

This is an opportunity to lead experienced, relationship focused consultants who work closely with some of Netwealth's most significant clients, delivering tailored support,



managing complex escalations and helping clients get the most from our platform and services.

Over time, you'll become a trusted face of the team, representing Private Wealth Support in client reviews and strategic discussions, partnering with senior stakeholders and helping shape how we continue to evolve our client experience.

Why this role is exciting Lead a specialist team supporting Netwealth's largest wholesale and private wealth clients

Build trusted relationships with influential advisers, client executives and key stakeholders

Coach and develop a team of experienced client consultants

Play a visible role in strategic client reviews and executive conversations

Use data and insights to tell meaningful client stories and improve outcomes

Shape a premium, relationship led service experience

Join one of Australia's leading fintech and wealth management businesses

What you'll be doing As the Manager you'll lead a highly capable team focused on delivering proactive, personalised and commercially valuable support to our most important clients.

You’ll:

Lead, coach and develop a team of experienced client consultants

Build strong relationships with key clients and stakeholders

Represent the team during client reviews and strategic discussions

Support consultants in managing complex client issues and escalations

Create a culture of accountability,



quality and follow through

Encourage proactive engagement that strengthens client relationships

Use service and client data to identify trends, opportunities and risks

Help clients maximise value from Netwealth's products and services

Strengthen team capability through coaching, knowledge sharing and development

Drive continuous improvement while maintaining a highly personalised service experience

To be successful you'll create an environment where:

Clients see Netwealth as a trusted partner, not just a platform provider

Relationships are strong, proactive and commercially valuable

Consultants feel supported, empowered and continually developing

Escalations are handled with confidence and careClient reviews deliver valuable insights and meaningful conversations

Teams combine technical expertise with exceptional relationship management

Service remains personalised, responsive and consistent

A bit about you You’ll be a people leader who understands that great client outcomes start with great relationships.

You know how to coach experienced professionals, navigate complex stakeholder environments and build credibility with senior decision makers. You're equally comfortable discussing service performance, leading a team meeting or representing your function in front of significant clients.

We're looking for someone who has:

Leadership and coaching experience leading experienced professionals

Strong client relationship management experience in a high touch service environment

Confidence engaging with senior internal and external stakeholders

A track record of managing esc

📌 Manager - Private Wealth Support (Melbourne)
🏢 Nearheal
📍 Melbourne