Team Leader - Training and Relationship Manager QLD
WFA Digital Insight
As the demand for skilled leaders in the digital space continues to rise, with a 25% increase in remote job postings in the last year, roles like this Team Leader position are becoming increasingly vital. With the growth of the digital economy, companies are looking for leaders who can navigate the complexities of remote work while driving performance and building strong relationships. name stands out for its commitment to employee well-being and development, making this a compelling opportunity for those who value a supportive work environment. Before applying, candidates should be prepared to demonstrate their experience in leading high-performing teams and their ability to balance commercial thinking with relationship depth.
Job Description
About the Role
The Team Leader - Training and Relationship Manager role is crucial in leading, coaching, and elevating a group of high-performing Training and Relationship Managers. This role is pivotal in driving performance, strengthening adviser and dealer group relationships, and contributing to training programs. The successful candidate will be a natural leader, someone who genuinely loves developing others and bringing people along for the journey, balancing commercial thinking with relationship depth.Day-to-day, the role entails 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. The team context is dynamic, with a focus on growth and client outcomes, making it an exciting space for someone who thrives in fast-paced environments.
The reporting structure for this role is not detailed, but given the senior nature of the position, it is likely to involve close collaboration with executive leadership and other department heads to drive strategic initiatives forward.
What You Will Do
- Lead and mentor a team of Training and Relationship Managers to achieve high performance
- Drive business growth through strategic relationships with advisers and dealer groups
- Partner with Sales Leadership to align sales strategies with relationship management objectives
- Act as a senior escalation point for complex adviser needs, providing resolutions and support
- Contribute to the development and implementation of training programs for Relationship Managers
- Strengthen relationships with key stakeholders, including advisers, dealer groups, and internal partners
- Analyze performance metrics to identify areas for improvement and implement corrective actions
- Develop and execute business plans to achieve team and company objectives
- Collaborate with cross-functional teams to achieve shared goals and objectives
- Represent the company in external settings, such as industry events and conferences
What We Are Looking For
- Proven leadership experience in sales, relationship management, or financial services
- Strong understanding of the financial advice landscape
- Experience working with platform products or wealth management solutions
- 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)
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced, dynamic environment
- Experience with digital tools and platforms for relationship management
Nice to Have
- Experience in a similar role within the financial services industry
- Knowledge of digital marketing principles and how they apply to relationship management
- Certification in leadership or management, such as an MBA
- Experience with data analysis tools to inform business decisions
Benefits and Perks
- 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
- Netwealth Impact Group
- Flexible work arrangements, including remote work options
- Professional development opportunities
- Access to cutting-edge digital tools and technologies
How to Stand Out
- When applying, ensure your resume and cover letter highlight specific examples of leadership experience and team performance improvements.
- Prepare to discuss your strategic mindset and how you have driven growth in previous roles.
- Showcase your understanding of the financial advice landscape and how you stay updated on industry developments.
- Be ready to provide examples of complex problems you've solved and how you approached them.
- Consider creating a portfolio that demonstrates your experience in training and relationship management, if applicable.
- During the interview, ask questions about the company culture, the team you'll be leading, and opportunities for professional growth.
- Research the company's products and services to understand how they fit into the broader financial services market.
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