Team Leader - Training and Relationship Manager QLD
Source: Himalayas
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This role involves leading and mentoring a team of Training and Relationship Managers within the wealth management sector to drive performance and strengthen client relationships. It is an ideal opportunity for a strategic leader with financial services experience looking to foster high-performing teams in a supportive, benefits-rich environment.
Job Description
Role OverviewWe're looking for a Team Leader to lead, coach and elevate a group of high-performing Training and Relationship Managers. You'll drive performance, strengthen adviser and dealer group relationships, and contribute to training programs.What You Will DoLeading and 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.Why It Might Be a FitYou'll be a natural leader, someone who genuinely loves developing others and bringing people along for the journey. You'll balance commercial thinking with relationship depth and be comfortable talking strategy or jumping in to help solve a tricky client issue.RequirementsExperience working with platform products or wealth management solutionsProven leadership experience in sales, relationship management, or financial servicesStrong understanding of the financial advice landscapeA track record of driving performance and building high-performing teamsExceptional stakeholder management and communication skillsStrategic mindset with a focus on growth and client outcomesRG146 compliant (or equivalent)BenefitsPaid parental leaveFully funded school holiday programCU Health (virtual healthcare)Income protectionFlu shotsWellness weeksRetail discountsFinancial wellbeing servicesSocial eventsTrivia nightsCorporate sportsEmployee Resource GroupsPaid volunteeringNetwealth Impact GroupOriginally posted on Himalayas
Full Description
Role OverviewWe're looking for a Team Leader to lead, coach and elevate a group of high-performing Training and Relationship Managers. You'll drive performance, strengthen adviser and dealer group relationships, and contribute to training programs.What You Will DoLeading and 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.Why It Might Be a FitYou'll be a natural leader, someone who genuinely loves developing others and bringing people along for the journey. You'll balance commercial thinking with relationship depth and be comfortable talking strategy or jumping in to help solve a tricky client issue.RequirementsExperience working with platform products or wealth management solutionsProven leadership experience in sales, relationship management, or financial servicesStrong understanding of the financial advice landscapeA track record of driving performance and building high-performing teamsExceptional stakeholder management and communication skillsStrategic mindset with a focus on growth and client outcomesRG146 compliant (or equivalent)BenefitsPaid parental leaveFully funded school holiday programCU Health (virtual healthcare)Income protectionFlu shotsWellness weeksRetail discountsFinancial wellbeing servicesSocial eventsTrivia nightsCorporate sportsEmployee Resource GroupsPaid volunteeringNetwealth Impact GroupOriginally posted on Himalayas