Training & Relationship Manager - NSW at NexHealth

Sydney, New South Wales, Australia

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial Services, SuperannuationIndustries

Requirements

Completed RG146 accreditation
At least 3 years platform experience within investments and superannuation
Must have private wealth experience
Demonstrated experience within a premium service team, working with high net-worth clients
A deep understanding of platform functionality and the financial services industry
Excellent communication skills
Self-motivating with excellent time management & organisational skills
The ability to work autonomously
High level of technology competency
A team player with an agile and collaborative mindset

Responsibilities

Support Strategic Account Managers to provide training, update clients on changes and enhancements, and support the sales process for new accounts (Strategic Accounts role)
Address daily training and development needs, provide support, and maintain strong relationships with internal and external stakeholders
Service existing and pipeline clients' training and development needs on a day-to-day basis and support the practice at all levels of the business
Support advisers within dealerships who have approved Netwealth as a platform provider to secure their business and assist with all their training needs
Be responsible for the training and development of Netwealth clients
Market the Netwealth products to existing advisory groups to assist in rapidly growing the Netwealth business and its distribution network
Be linked to regional budget and work with SDM to grow new sales and strengthen pipeline
Administer SDM pipeline
Maintain and develop existing relationships
Maintain regular contact with established adviser base as allocated
Build training commitment to advisers who work with Netwealth
Mentor other team members in both business development and marketing ideas and strategies
Play a key role in the accuracy and planning of key clients in the in-house CRM, Microsoft Dynamics
Contribute to Netwealth business development strategies and events

Skills

RG146

investments

superannuation

private wealth

high net-worth clients

client training

relationship management

sales support

NexHealth

Healthcare technology platform for patient engagement

About NexHealth

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.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$172.3MTotal Funding

SERIES_CCompany Stage

Enterprise Software, HealthcareIndustries

201-500Employees

Benefits

Competitive salary

Equity

Medical, dental & vision

Unlimited PTO

Risks

Increased competition from Tendo Systems could threaten NexHealth's market share.

NexHealth's reliance on its current API may become a limitation against advanced competitors.

The $125M Series C funding increases pressure for rapid growth, risking operational challenges.

Differentiation

NexHealth offers a comprehensive platform integrating patient communication, scheduling, and billing.

The company provides a standardized API connecting patients, doctors, and healthcare developers.

NexHealth's SaaS model allows healthcare providers to access tools without significant upfront investment.

Upsides

NexHealth raised $125M in Series C funding, boosting its growth and innovation potential.

Integration with telehealth platforms can enhance patient engagement and expand service offerings.

AI-powered patient insights can improve outcomes and operational efficiency for healthcare providers.

Land your dream remote job 3x faster with AI

Try Jobo Free