Manager – Client Onboarding

About Netwealth

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.

THE OPPORTUNITY

At Netwealth, onboarding is where adviser and client confidence begins. It's a pivotal moment in their journey, bringing together great service, compliance and operational excellence to create a seamless experience from day one.

We're looking for a people-focused leader to lead and evolve our Client Onboarding function. This is an opportunity for someone who loves developing people, improving how work gets done and bringing teams together to deliver exceptional outcomes.

You'll play a key role in shaping a scalable, high-performing onboarding team that balances regulatory rigour with an experience that's seamless, efficient and genuinely valued by advisers and clients.

ABOUT YOU

You're a genuine leader who gets energy from helping people succeed and creating clarity in fast-paced environments.

You build trust quickly, communicate with influence and know how to strike the right balance between performance, support and accountability. You're naturally curious, commercially minded and always looking for ways to improve processes, elevate service and build capability within your team.

Your strengths include:

• People Leadership – coaching, developing and empowering high-performing teams.

• Business Partnership – building trusted relationships and influencing outcomes across the business.

• Operational Improvement – simplifying processes, removing friction and driving continuous improvement.

ABOUT THE ROLE

Reporting to the Head of Onboarding, you'll lead the Client Onboarding team and be responsible for team performance, service quality, operational effectiveness and capability development.

Working closely with teams across Sales, Product, Technology, Risk, Compliance and Customer Operations, you'll help create a seamless onboarding experience while supporting the ongoing growth and evolution of the function.

KEY RESPONSIBILITIES

• Lead, coach and develop a high-performing onboarding team.

• Drive service quality, consistency and operational excellence.

• Strengthen workflows, processes and ways of working.

• Balance compliance requirements with an efficient adviser and client experience.

• Build strong stakeholder relationships across the business.

• Use data and insights to identify opportunities and drive improvement.

• Support capability uplift, cross-skilling and continuous learning.

• Contribute to automation, digitisation and service improvement initiatives.

WHAT YOU'LL BRING

• Proven leadership experience in financial services, operations, client service or another regulated environment.

• Strong coaching and people development capability.

• Excellent stakeholder management and communication skills.

• Experience improving operational processes, service delivery or team performance.

• Strong judgement, problem-solving skills and a practical approach to risk and customer outcomes.

• A growth mindset, natural curiosity and a passion for continuous improvement.

NICE TO HAVE

Experience in wealth management, platform operations, superannuation, banking, fintech, client onboarding, AML/KYC, workflow redesign, automation or operational transformation will help you get up to speed, but isn't essential.

WHY JOIN NETWEALTH?

This is an opportunity to lead a highly visible function and make a meaningful impact on the adviser and client experience.

You'll have the scope to shape team capability, influence service standards, improve operational performance and help define the future of onboarding at Netwealth. Most importantly, you'll be leading a team that plays a critical role in helping advisers and clients get off to the best possible start.

If you're passionate about leading people, building capability, improving how work gets done and creating exceptional experiences, we'd love to hear from you.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your 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 (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

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. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at talent@netwealth.com.au

Apply now and help us shape a brighter financial future!