Head Of Private Wealth Support

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.

About the Role

We are seeking a dynamic and experienced leader to head our Private Wealth Support team, a customer-facing group dedicated to delivering best-practice service to high-net-worth clients.

You'll be stepping into a newly created position with the freedom to shape, build, and lead a high-performing team from the ground up.

If you thrive in fast-paced environments, love getting hands-on, and have a knack for adapting on the fly this is your moment to take control, make an impact, and help define what Private Wealth Support looks like for the future.

This is a pivotal role within our Service, Administration & Support department, ideal for someone passionate about service excellence, team development, and strategic collaboration.

As Head of Private Wealth Support, you will:

• Lead, coach, and mentor a high-performing team to deliver premium service standards.

• Champion a customer-focused culture aligned with Netwealth's values.

• Collaborate cross-functionally with Product, Investment Operations, IT, Risk/Compliance, and Distribution teams.

• Serve as the escalation point for complex client issues.

• Represent the department in strategic platform projects and company-wide initiatives.

• Ensure compliance with regulatory obligations and internal policies.

Key Challenges

• Building deep product knowledge and service culture within the team.

• Maintaining consistent, high-quality service for private wealth clients.

• Navigating complex internal stakeholder relationships.

• Managing escalations and contributing to strategic projects.

• Adapting to regulatory and technological changes in a dynamic environment.

What We're Looking For

• 5+ years' experience leading customer service/support teams in financial services.

• Exceptional communication and stakeholder engagement skills.

• Proven ability to drive continuous improvement and strategic alignment.

• Formal qualifications in finance or business (Bachelor's degree preferred).

• RG146 compliance or similar certifications advantageous.

• Deep understanding of wealth management products and regulatory frameworks.

• Ability to become a subject matter expert in Netwealth's offerings.

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We're committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We're proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We're big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, wellbeing, and personal development, including:

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services

• A vibrant culture: Social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now!

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We're also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don't meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at people@netwealth.com.au.