VP, Private Wealth Group (RIA and Family Office - Central)
CIM GroupFull Time
Expert & Leadership (9+ years)
Key technologies and capabilities for this role
Common questions about this position
The position is hybrid and based in NSW, focusing on the Private Wealth segment.
Candidates need extensive experience in platform sales with a strong track record in the Private Wealth segment, a relationship-first approach, and the ability to engage and influence across all levels of an organization.
Netwealth's values are Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine, which guide decisions and how the team presents itself.
The role joins a high-performing sales and distribution team in NSW, involving mentoring team members like the Training & Relationship Manager.
A strong candidate has extensive platform sales experience in Private Wealth, is well-connected in the market with a relationship-first approach, and can drive growth through strategic relationship management.
Healthcare technology platform for patient engagement
NexHealth enhances the patient experience in healthcare by providing a digital platform for healthcare providers, including dental and medical practices. Their software integrates patient communication, scheduling, and billing into one comprehensive system. The platform includes features like online scheduling, automated reminders, digital forms, and online bill payment, which help practices operate more efficiently and improve patient satisfaction. Unlike many competitors, NexHealth offers its services on a subscription basis, allowing practices to access their tools without large upfront costs. The company's goal is to support healthcare providers in modernizing their operations and improving patient engagement, especially in response to challenges like the COVID-19 pandemic.