About Us
Praemium was established in 2001 to simplify and streamline
the complexities of wealth management. Today, we offer a fully integrated
platform that enables every part of an investor’s wealth to be managed in one
place.
Managing over $67 billion in funds under administration for
leading institutions, private wealth firms and financial advisers, we deliver
innovative technology and exceptional service to our clients.
We are committed to empowering advisers to run better
businesses and deliver better client outcomes. Join us as we continue to
redefine wealth management in Australia.
The Role
As a result of continued national growth, we are seeking an
experienced Training & Relationship Manager to join our Distribution
team.
This is a senior, client-facing role focused primarily on
the IFA (retail advice) market, with additional exposure to private wealth and
wholesale segments.
Working closely with Key Account Managers, you will play a
critical role in enabling advisers to confidently adopt, embed and advocate for
Praemium as their platform partner.
You will lead high-impact onboarding and training across
investment and superannuation solutions, while building trusted relationships
that drive long-term adviser confidence, advocacy and retention.
This is not a support role — it is a strategic position
requiring strong commercial acumen, credibility and the ability to influence
outcomes through expertise and trust.
Key Responsibilities
·
Lead onboarding and enablement of new IFA
clients, ensuring seamless transitions onto the platform
·
Deliver tailored, high-impact training across
investment and superannuation use cases
·
Translate platform functionality into practical,
outcome-focused guidance for advisers
·
Build and maintain trusted relationships with
IFA practices and key stakeholders
·
Identify opportunities to drive adviser growth,
retention and platform adoption
·
Act as a senior escalation point, demonstrating
sound judgement and ownership
·
Partner closely with Key Account Managers to
support growth and retention objectives
·
Contribute adviser insights to internal teams to
improve client experience and outcomes
·
Maintain accurate CRM records and engagement
insights
·
Lead onboarding, transition and continuous
improvement initiatives
About You
You are a credible, commercially aware professional with
strong experience in financial advice environments, particularly within the IFA
market.
You bring confidence, sound judgement and the ability to
build trust with advisers at all levels of sophistication.
You will have:
·
RG146 (completed or in progress)
·
3+ years’ experience in a senior client-facing
role within financial advice, ideally IFA environments
·
Experience working with investment platforms,
managed accounts and superannuation solutions
·
Demonstrated ability to deliver training or
presentations to external clients
·
Strong understanding of investment and
superannuation advice models (including SMSFs)
·
Excellent communication, presentation and
relationship management skills
·
A disciplined, self-directed and outcome-focused
approach
·
High emotional intelligence and a strong sense
of ownership
·
Exposure to private wealth or wholesale advice
segments will be highly regarded.
What We Offer
·
Flexible hybrid work environment
·
Competitive salary with performance incentives
·
Comprehensive leave benefits, including paid
parental leave for mums and dads
·
Access to financial wellbeing initiatives and
novated leasing
·
Ongoing professional development and career
growth opportunities
·
Access to hundreds of courses of your choice via
our learning management system
·
Modern office located on Collins Street with end
of trip facilities
How to Apply
Please apply with your CV and a cover letter outlining your
experience and alignment to the role.
We are committed to building a diverse and inclusive
workforce and welcome applications from all qualified candidates.
Please note: Applicants must have full, unrestricted
working rights in Australia (PR or citizenship). A police check will be
required for successful candidates.
