Role Overview
We're looking for a Team Leader to lead, coach and elevate a group of high-performing Training and Relationship Managers. You'll drive performance, strengthen adviser and dealer group relationships, and contribute to training programs.
What You Will Do
Leading and mentoring a team, driving performance, strengthening adviser and dealer group relationships, partnering with Sales Leadership, and acting as a senior escalation point for complex adviser needs.
Why It Might Be a Fit
You'll be a natural leader, someone who genuinely loves developing others and bringing people along for the journey. You'll balance commercial thinking with relationship depth and be comfortable talking strategy or jumping in to help solve a tricky client issue.
Requirements
- Experience working with platform products or wealth management solutions
- Proven leadership experience in sales, relationship management, or financial services
- Strong understanding of the financial advice landscape
- A track record of driving performance and building high-performing teams
- Exceptional stakeholder management and communication skills
- Strategic mindset with a focus on growth and client outcomes
- RG146 compliant (or equivalent)
Benefits
- Paid parental leave
- Fully funded school holiday program
- CU Health (virtual healthcare)
- Income protection
- Flu shots
- Wellness weeks
- Retail discounts
- Financial wellbeing services
- Social events
- Trivia nights
- Corporate sports
- Employee Resource Groups
- Paid volunteering
- Impact Group
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