About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The Opportunity:

We are looking for an experienced Sales Director to join our high-performing sales and distribution team in QLD to work with existing clients and identify new clients to drive opportunities, grow market share, and achieve sales targets. 

As Sales Director, you will be a key member of the Sales Leadership Team, shaping and influencing the broader sales strategy that is essential to driving the success and growth of our business.

With an established client portfolio and book of business, your role will be split across managing and servicing your existing client base and nurturing partner-driven relationships to promote Netwealth products and services.   

Business development is a key focus.  You will continuously build and expand your portfolio network, securing new business and managing sales pipelines to achieve targets.

Role responsibilities include;

• marketing Netwealth and its products to new and existing advisers
• Selling Netwealth products to advisor groups to assist in expanding the Netwealth business and its distribution network
• Meeting or exceeding your agreed budget
• Build, maintain, and foster relationships with the adviser base
• Mentor other team members, including the Training & Relationship Manager, in both business development and marketing ideas and strategies
• Be a key source of market sentiment and competitor information
• Maintain your knowledge of economic matters and industry issues
• Play a key role in the accuracy and planning of key clients in the in-house CRM
• Contribute to the development of the Netwealth business as deemed appropriate

About you;

• You have prior experience in a sales leadership and business development role, preferably in the platform space
• You are an excellent communicator both verbally and in writing
• You have strong influencing, negotiation and problem-solving skills
• You are self-motivated with excellent time management & organisational skills
• You can work autonomously but also love collaborating with others
• You have a curious and agile mindset and an ability to adapt to change
• You are passionate about providing outstanding service to your customers
• You have a demonstrated technical knowledge of the platform market and the financial services industry

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in.  When you're at your best, we're at our best!

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth.  We provide access to further education and diverse training opportunities, and we actively support internal mobility.  32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office.  We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth.  Some of these include:

• Family-friendly workplace, with parental leave and a kid's holiday programme
• Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
• We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
• Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
• Support for community involvement through volunteering and our Netwealth Impact Group

Apply now!

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce.  We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives.  We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway!  If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au

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