Sales Support Coordinator

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:

As our sales team continues to grow, we've created a new role Sales Support Coordinator to help keep everything running smoothly behind the scenes.

You’ll be the person making things happen. Coordinating activity, bringing structure to moving parts, and making sure our Sales teams can focus on what they do best.

The role is a mix of coordination, operations, and insight. One day you might be pulling together sales meeting agendas or supporting onboarding, the next you’re coordinating a large-scale event or digging into CRM data to spot trends and opportunities.

You’ll work closely with key stakeholders across our Sales and Marketing teams, and play a key role in making sure everything runs seamlessly.

What you’ll do:

• Support Sales leaders by coordinating meetings, agendas, materials and follow-ups

• Work with stakeholders to plan and deliver events, from partner briefings through to major conferences and roadshows

• Keep the engine room running: supporting onboarding, training logistics and team coordination

• Maintain and improve CRM data quality, helping drive better reporting and insights

• Analyse activity data to identify trends and opportunities, and feed insights back into the business

• Identify opportunities to streamline processes and improve how the Sales function operates

Note: We're flexible on location for this role. You can be based in Melbourne, Sydney or Brisbane.

About you

You’re highly organised, proactive, and someone who takes pride in getting things right.

You’re at your best when you’re juggling multiple priorities, bringing structure to complexity, and helping others succeed behind the scenes. You don’t just wait to be told what to do, you look ahead, spot gaps, and step in.

You enjoy working with people, building strong relationships, and you’re comfortable operating in a high-energy, sales-driven environment.

You’ll bring:

• Experience in a coordination, operations or sales support role

• Strong organisational skills and attention to detail, with the ability to manage competing priorities

• Confident stakeholder management and the ability to work across multiple teams

• Experience using CRM systems (Dynamics preferred, but not essential) and working with data

• Solid Excel skills and the ability to turn data into meaningful insights

• A proactive, solutions-focused mindset and the ability to work autonomously

• Curiosity and openness to using AI tools to improve how work gets done

Experience in Financial Services is helpful, but not essential. What matters most is your mindset, your ability to deliver, and how you show up.

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 [email protected]

Apply now and help us shape a brighter financial future!