Manager – Client Onboarding at Netwealth

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 At Netwealth, we’re transforming the way client onboarding is delivered, balancing exceptional customer experience with strong regulatory outcomes. We’re seeking an experienced Manager to build, lead and uplift our client onboarding capability as we continue to grow. This is a hands‑on leadership role with genuine scope to shape team structure, processes and future service design. About the role Reporting to the Head of Onboarding, you will lead the end-to-end client onboarding function across the platform. In this crucial role, you will help build a scalable, compliant, and high-performing team, stay current with the evolving AML/KYC landscape, and gain exposure to executives, roadmap planning, and career progression opportunities. You will have significant influence over the team’s structure, capabilities, and ways of working, giving you real agency to define what “great” looks like for the onboarding team. This role offers meaningful impact, providing you with the opportunity to help shape how the onboarding function operates, now and in the future. Must have experience - Financial services experience, ideally within onboarding, operations or client lifecycle roles - In‑depth, hands‑on knowledge of AML/KYC processes, including CDD, and have the ability to stay ahead of constantly evolving requirements - Strong understanding of complex trust and entity structures - Proven people leadership experience, managing teams of approximately 5–15 people - Experience across platform, investments, superannuation and wrap products - Ability to work effectively and collaboratively with Technology and Sales teams - Success in balancing regulatory rigour with client experience and onboarding speed - Designing scalable processes in a dynamic growth and regulatory environment Nice to have experience - Leading or contributing to uplift or transformation initiatives - Exposure to automation, workflow redesign or operating model change What success looks like: Progression and future opportunities - You bring a proactive, curious and improvement‑focused mindset - You design and implement a clear team structure, processes and uplift roadmap - You build a team that delivers consistent, compliant and high‑quality onboarding outcomes - You confidently partner across the business to improve onboarding service and capability - Opportunity to introduce additional leadership layers as the function scales - Increased involvement in onboarding proposition design, service value and adviser‑facing engagement - A clear pathway toward broader strategic influence within Customer Operations 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 [Upgrade to PRO to see contact] Apply now and help us shape a brighter financial future!