Manager – Client Onboarding
NetwealthJobsCloseBy Editorial Insights
Netwealth is hiring a Manager – Client Onboarding in Melbourne to lead a high performing team, partner across the business and continuously improve onboarding processes to deliver a seamless adviser and client experience. Success comes from building capability through coaching, establishing trusted stakeholder relationships, and thinking systematically about scalable onboarding solutions. In your application, spotlight concrete examples of leading onboarding or operational teams in financial services, delivering measurable process improvements, and balancing strategic thinking with hands on execution. Don’t worry about ticking every box—demonstrate learning agility and potential. Tailor your CV to show impact across the three pillars, and mention your fit with Netwealth culture and hybrid working.
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're looking for a leader who excels at building high-performing teams, partners effectively across the business and continuously improves how work gets done.
You'll combine strong people leadership with stakeholder influence and operational thinking.
You know how to develop capability, create clarity and bring others on the journey, while also identifying opportunities to streamline processes, enhance systems and improve the client experience.
Success in this role comes from
Building capability through coaching, mentoring and developing a high-performing team.
Partnering with the business to create trusted relationships, influence outcomes and deliver exceptional service.
Thinking systematically about onboarding processes, identifying opportunities for improvement and implementing scalable solutions.
You don't need to be perfect in every area from day one, but you'll bring a strong foundation across all three and have the curiosity, adaptability and learning agility to continue growing your impact over time.
You'll thrive in this role if you
Are a proven people leader who enjoys developing others
Build credibility and trust with stakeholders at all levels
Balance strategic thinking with hands-on execution
Naturally look for opportunities to improve processes and ways of working
Can navigate complexity while keeping clients and business outcomes front of mind
Have experience in financial services, client onboarding or operational leadership environments
Why join us?
This is an opportunity to lead an important function during an exciting period of growth and evolution.
You'll play a key role in shaping the future of client onboarding, developing a talented team and helping create a seamless experience for advisers and clients alike.
If you're equally comfortable leading people, navigating onboarding complexity and driving meaningful change, 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!