Team Leader - Onboarding Support
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.
Every great client relationship starts somewhere.
At Netwealth, that moment begins with onboarding. It's the point where advisers, licensees and clients first experience what it's like to work with us.
The difference between a smooth experience and a frustrating one can come down to the people behind the scenes making it happen.
That's where you come in.
We're looking for a Team Leader to lead our Onboarding Support team, a group that sits at the heart of our onboarding operations and plays a critical role in helping advisers and clients get up and running on the Netwealth platform.
The opportunity
This isn't just about managing a workflow.
You'll lead and develop a team of Analysts who support adviser onboarding, client onboarding and asset transfers. You'll ensure work is prioritised effectively, quality remains high, and service standards are consistently met.
Most importantly, you'll help create a flexible, highly capable team that can adapt to changing business needs while delivering an exceptional experience for our stakeholders.
Working closely with the Head of Onboarding and broader leadership team, you'll have the opportunity to influence processes, improve workflows and identify smarter ways of working that enhance both scalability and customer outcomes.
What you'll be doing
On any given day, you might be:
Coaching and developing a team to reach their full potential.
Balancing priorities across adviser onboarding, client onboarding and asset transfers.
Identifying opportunities to improve processes and reduce rework.
Driving high-quality outcomes through effective review and quality control.
Partnering with stakeholders across the business to remove roadblocks and improve service delivery.
Building team capability through cross-skilling and knowledge sharing.
Leading continuous improvement initiatives that make onboarding faster, simpler and more effective.
What you'll bring
You'll be someone who enjoys creating structure where there's complexity, helping people grow and finding better ways to work.
You'll likely bring:
Experience in financial services operations, onboarding, administration or customer operations environments.
Previous leadership, coaching or mentoring experience.
Strong organisational skills and the ability to manage competing priorities.
A continuous improvement mindset and a passion for operational excellence.
Exceptional stakeholder management and communication skills.
A keen eye for detail and the ability to identify issues before they become problems.
At Netwealth, we're proud to challenge convention and continually raise the bar for what great service looks like.
If you're energised by leading people, improving processes and delivering outstanding customer 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 [email protected]
Apply now and help us shape a brighter financial future!