Sales Director - Broking and Wealth Management

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:

We are looking for an experienced Sales Director to join our high-performing sales and distribution team in VIC to work with existing clients and identify new clients to drive opportunities, grow market share, and achieve sales targets.

With an established client portfolio and book of business, approximately 60% of your role will be managing and servicing your existing client base and nurturing partner-driven relationships to promote Netwealth products and services.

Business development is a key focus.  You will continuously build and expand your portfolio network, securing new business and managing sales pipelines to achieve targets.

Role responsibilities include;

- Marketing Netwealth and its products to new and existing advisers

- Selling Netwealth products to advisor groups to assist in expanding the Netwealth business and its distribution network

- Meeting or exceeding your agreed budget

- Build, maintain, and foster relationships with the adviser base

- Mentor other team members, including the Training & Relationship Manager, in both business development and marketing ideas and strategies

- Be a key source of market sentiment and competitor information

- Maintain your knowledge of economic matters and industry issues

- Play a key role in the accuracy and planning of key clients in the in-house CRM

- Contribute to the development of the Netwealth business as deemed appropriate

About you;

- You have prior experience in a sales and business development role, preferably in the platform space

- You are an excellent communicator both verbally and in writing

- You have strong influencing, negotiation and problem-solving skills

- You are self-motivated with excellent time management & organisational skills

- You can work autonomously but also love collaborating with others

- You have a curious and agile mindset and an ability to adapt to change

- You are passionate about providing outstanding service to your customers

- You have a demonstrated technical knowledge of the platform market and the financial services industry

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!