Assistant Analyst - Asset Transfers

Join the Future of Wealth ManagementAt Netwealth, we are not merely a company; we are pioneers in redefining wealth management in Australia. Our award-winning platform, coupled with NextGen technology, empowers both advisers and investors to achieve unprecedented results. We take pride in being recognized among Australia’s most innovative FinTech firms.Since our inception in 1999, we have consistently challenged the status quo, embracing rapid growth, and fostering a culture of agility and forward-thinking. We eliminate bureaucratic barriers, enabling us to devise smarter solutions that create a tangible impact for our clients.What truly differentiates us is our team. Comprising curious, optimistic, and courageous individuals, we collaborate to enhance the lives of Australians. We cherish authenticity and agility, fostering an environment where you can excel, grow your career, and contribute to something meaningful.If you seek a place where your ideas are valued, innovation is celebrated, and you can help shape a brighter financial future, we invite you to join Netwealth.Your RoleAs a Senior Quality Engineer, your passion for technology and user experience will drive you to ensure that our software is not only functional but also reliable and enjoyable to use. Quality extends beyond testing; it involves instilling confidence in every release. If you thrive on problem-solving through code, collaborating with dedicated teammates, and making a significant impact, we would love to welcome you to our dynamic team!Responsibilities:Lead quality initiatives and continuously enhance our software development and delivery processes. You will design and implement automated tests using tools such as C#, Cypress, and Playwright, while also supporting manual and non-functional testing, including performance, resilience, and security.Develop comprehensive test cases leveraging your strong expertise in automated testing methodologies including unit, integration, system, and end-to-end testing.Engage in manual testing and execute non-functional testing activities such as performance, resilience, and security assessments.Actively participate in sprint planning and Agile ceremonies, providing valuable insights and guidance on quality and testing progress.Research and evaluate new technologies to continually improve our quality assurance practices.

About Netwealth Netwealth Investments Limited has been shaping the wealth management sector in Australia since 1999. The company’s platform, built on advanced NextGen technology, supports advisers and investors as they grow their financial futures. Recognized as one of Australia’s most innovative FinTech firms, Netwealth has earned multiple awards and continues to expand rapidly. Netwealth’s culture centers on curiosity, optimism, and courage. The team values authenticity and agility, encouraging collaboration and new ideas. Employees are supported as they develop their skills, advance their careers, and contribute to meaningful improvements in the financial lives of Australians. Role Overview: Strategic Product Manager Based in the Melbourne office, the Strategic Product Manager will lead a major initiative to redesign Netwealth’s fee and charging architecture. This role focuses on the configuration, calculation, and application of fees within the platform. Key Responsibilities Define the product vision for back-end services and operational processes related to adviser charging, platform fees, and regulatory compliance. Ensure fee processes are scalable, reliable, and transparent, even though much of the work is non-customer facing. Work with engineering, operations, risk management, and business teams to streamline complex processes and reduce fragmentation. Build and maintain a fee architecture that provides a consistent and clear view of all fees. Who Will Thrive Here This position suits someone who brings both strategic thinking and technical expertise. Success in this role means driving collaboration, managing complexity, and delivering improvements that support the company’s growth and compliance goals.

Join Netwealth as a Senior Full Stack DeveloperAt Netwealth, we're not just shaping the future of wealth management in Australia; we're redefining it. Our award-winning platform and cutting-edge technology empower advisers and investors alike to reach new heights. Recognized as one of Australia’s most pioneering FinTech firms, we pride ourselves on our innovative approach.Since our inception in 1999, we have consistently challenged conventional norms, evolving rapidly without the constraints of bureaucracy. This agility allows us to provide smarter solutions that create meaningful impacts for our clients.What truly sets us apart is our remarkable team. We are a collective of curious, optimistic, and courageous individuals who collaborate to enhance the financial landscape for Australians. We foster an environment that values authenticity and agility, ensuring that you can excel in your work while advancing your career.If you’re seeking a place where your ideas are valued, innovation is encouraged, and you can contribute to a brighter financial future, Netwealth is the right fit for you.As a Senior Full Stack Developer, you will not only excel in coding but also strive to make a significant impact while collaborating with talented and kind colleagues and growing in an environment where your voice truly matters.Your ResponsibilitiesJoin our dynamic fintech team that actively invests in productivity-enhancing tools, allowing skilled engineers to perform at their best. You will work within a collaborative, cross-functional environment alongside Developers, Product Owners, and Quality Engineers. Your role will involve designing and creating server-side and client-side components using C#.NET, Microservices, and Azure while contributing to solutions that drive real change.Close collaboration with peers will be essential as you design and develop backend services and client-side components utilizing C#.NET, Microservices, Angular, and Azure. You will also engage with stakeholders across the organization to understand their requirements and translate them into effective, reliable solutions.

About NetwealthAt Netwealth, we are more than just a financial services company; we are pioneers in transforming the wealth management landscape in Australia. Our award-winning platform, combined with cutting-edge NextGen technology, empowers advisors and investors to achieve greater success. Recognized as one of Australia’s most innovative FinTech companies, we have experienced rapid growth since our inception in 1999 by consistently challenging the status quo. We thrive on agility, creativity, and a commitment to delivering smarter solutions that drive genuine impact for our clients.What truly distinguishes us is our team. We are a collective of curious, optimistic, and brave individuals who collaborate to enhance the financial well-being of Australians. We value authenticity and agility, fostering an environment where you can excel, expand your career, and contribute to meaningful work.If you seek a workplace where your contributions are valued, innovation is embraced, and you can play a role in shaping a brighter financial future, we invite you to join us at Netwealth.The OpportunityAs a Customer Service Representative, you will be the first point of contact for our customers, primarily assisting clients and advisors. You will manage inbound calls, emails, and web chats regarding our products, services, and general inquiries. Delivering exceptional service within defined timeframes is essential, as this reflects our commitment to professionalism and excellence at Netwealth.What You’ll DoManage inbound communication via phone, email, and web chat concerning products, services, and inquiries.Provide service that meets or exceeds established standards and timeframes.Document all interactions and escalate issues to the Team Leader as necessary.Collaborate with internal teams, including Sales and Investment Operations.Stay informed about product, process, and regulatory updates.Contribute to cross-functional projects with shared priorities.About YouExperience in financial services, preferably with a background in superannuation.Customer-centric approach with a professional, friendly demeanor.Strong communication skills characterized by courage and a consultative approach.Exceptional attention to detail and analytical capabilities.Ability to thrive in a fast-paced environment and adapt to change.

About NetwealthAt Netwealth, we are more than just a company—we are pioneers in redefining the wealth landscape in Australia. Our award-winning platform and cutting-edge NextGen technology empower both advisers and investors to reach their financial goals. Being recognized as one of Australia's most innovative FinTech firms is a testament to our commitment to excellence.Since our inception in 1999, we have experienced rapid growth by challenging conventional norms. Our agile approach enables us to swiftly deliver smarter solutions, creating significant impacts for our clients.What truly distinguishes us is our people. Our team comprises curious, optimistic, and courageous individuals who work collaboratively to enhance the lives of Australians. We cherish authenticity and agility and strive to cultivate an environment where you can excel, advance your career, and be part of something meaningful.If you seek a workplace where your ideas are valued, where innovation is celebrated, and where you can contribute to shaping a brighter financial future, we invite you to join us at Netwealth.The OpportunityWe are on the lookout for an enthusiastic and skilled Investment Analyst – Managed Accounts to become a vital member of our Investment Management & Research team within the Investment Solutions & Governance division at Netwealth.This role is crucial in supporting investment governance and due diligence of model managers and managed models available through our Netwealth Managed Account Service. Collaborating closely with senior investment and product stakeholders, you will aid in the assessment, onboarding, and ongoing review of managed account solutions, ensuring compliance with Netwealth’s investment, governance, and regulatory standards.As managed accounts are pivotal to Netwealth’s growth strategy, this position offers significant exposure to investment governance processes, external model managers, and platform-based investment solutions.

About NetwealthAt Netwealth, we are not just a financial services company; we are pioneers in transforming the wealth management landscape in Australia. Our award-winning platform, built on NextGen technology, empowers both advisers and investors to achieve exceptional results. Recognized as one of Australia's most innovative FinTech firms, we are proud of our rapid growth since our inception in 1999, driven by our relentless challenge to the status quo.We operate with agility, free from excessive bureaucracy, allowing us to deliver smarter solutions that create a tangible impact for our clients. What truly sets us apart is our people—a vibrant team of curious, optimistic, and courageous individuals who work collaboratively to enhance the lives of Australians. We prioritize authenticity and adaptability, fostering an environment where you can excel, develop your career, and contribute to meaningful work.If you seek a workplace where your contributions are valued, innovation is encouraged, and you can help shape a brighter financial future, consider joining us at Netwealth.The OpportunityAs the Senior Manager of Site Reliability Engineering (SRE), reporting directly to the Head of Developer Platform, you will lead multiple SRE teams (1-3) and collaborate closely with engineering, product management, platform, and senior technology leaders. This is a highly impactful position where you will influence strategy, culture, and decision-making through data-driven reliability practices.Join a team that values your voice and encourages your ideas. Your growth is essential to us, and this role is more than just a title; it’s a chance to engage in meaningful work alongside individuals who are passionate about their impact.We understand that choosing your next career step is significant. As you explore this opportunity, we want you to envision stepping into our workspace, meeting your future colleagues, and confidently affirming, “This feels right for me.”What You’ll DoIntegrate SRE principles and shared reliability ownership across engineering teams.Establish and lead SRE strategy, standards, and operational frameworks.Enhance incident management, on-call, and support practices as platforms expand.Drive reliability decisions utilizing SLIs, SLOs, SLAs, error budgets, and observability data.Balance reliability enhancements with project delivery speed and business results.Engage senior leaders through evidence-based discussions.

About NetwealthAt Netwealth, we are not merely a company; we are pioneers in the transformation of wealth management in Australia. Our acclaimed platform, integrated with cutting-edge NextGen technology, enables financial advisors and investors to reach new heights. We take pride in being one of the country’s most inventive FinTech enterprises.Since our inception in 1999, we have experienced rapid growth by challenging conventional practices. Our fast-paced, visionary environment allows us to remain agile and focused on delivering smarter solutions that create a tangible impact on our clients.What distinguishes us is our exceptional team. We are a collective of curious, optimistic, and courageous individuals who work together to improve the lives of Australians. We prioritize authenticity and agility, fostering a space where you can excel, advance your career, and contribute to meaningful change.If you seek an environment where your ideas are valued, innovation is recognized, and you can help shape a brighter financial future, consider joining us at Netwealth.The OpportunityWe are searching for insightful and collaborative Full Stack Developers to join our dynamic product tribes. If you are passionate about solving impactful challenges, creating scalable solutions, and collaborating with like-minded individuals, you will thrive here.Your RoleAs part of a forward-thinking fintech company, you will have access to tools that enhance productivity, reduce barriers, and enable talented engineers to excel in their work. You will work within a cross-functional team, developing core components of our web platform that integrates multiple data sources and supports essential features for our customers. Your contributions will be recognized and appreciated.You will engage closely with Developers, Product Owners, and Quality Engineers to design and build backend services and client-side components using C#.NET, Microservices, Angular, and Azure. Additionally, you will collaborate with stakeholders across the organization to understand their needs and translate them into elegant, dependable solutions.Work CultureOur team values curiosity, agility, and kindness. We support one another, celebrate achievements (big and small), and genuinely enjoy our work. You will be encouraged to share your ideas, challenge the status quo, and develop your skills in an environment where your voice is heard.

About NetwealthAt Netwealth, we are not just a company; we are pioneers in transforming the wealth landscape in Australia. Our award-winning platform and cutting-edge technology empower both advisers and investors to reach their full potential. We take pride in being recognized as one of Australia's most innovative FinTech companies.Since our inception in 1999, we have experienced rapid growth by consistently challenging conventional wisdom. Our agility and ambition allow us to deliver smarter solutions that create a meaningful impact for our clients.What truly sets us apart is our people. Our team comprises curious, optimistic, and courageous individuals who collaborate to enhance the lives of Australians. We foster a culture of authenticity and agility, ensuring that you can perform at your best, advance your career, and contribute to something significant.If you seek an environment where your ideas are valued, innovation is celebrated, and you can play a role in shaping a brighter financial future, we invite you to join us at Netwealth.What You’ll DoAs a DevOps Engineer, you will be instrumental in designing and enhancing the infrastructure that supports our teams daily. Your responsibilities will include:Developing and maintaining infrastructure across cloud and on-premise environmentsLeading architectural decisions and advocating for Infrastructure-as-Code (IaC) practicesAutomating provisioning, optimizing processes, and minimizing manual efforts throughout the platformEnhancing observability with Datadog and Azure Monitor, providing insight and clarity for teamsCollaborating closely with product, cloud, and security teams to ensure our platform evolves purposefullyYour role will not only involve building systems but also fostering confidence, consistency, and capabilities across the organization.About YouYou are thoughtful, collaborative, and always inquisitive about the motivations behind your work. You prioritize doing things correctly over hastily. You bring:Extensive DevOps experience with Azure, Terraform, and CI/CD pipelinesA deep understanding of infrastructure architecture and best practices in observabilityA knack for supporting internal teams, managing dependencies, and creating common understandingA readiness to engage in shared release responsibilities and a passion for continuous learning.

About NetwealthAt Netwealth, we are not just a company; we are pioneers in redefining wealth management in Australia. Our award-winning platform, powered by NextGen technology, empowers advisers and investors to maximize their potential. We take pride in being recognized as one of the most innovative FinTech companies in the country.Since our inception in 1999, we have rapidly expanded by challenging conventional approaches. We emphasize agility, bold thinking, and swift execution, enabling us to deliver smarter solutions that create significant impacts for our clients.What distinguishes us is our people. Our team comprises curious, optimistic, and courageous individuals who work collaboratively to enhance the lives of Australians. We value authenticity and agility, fostering an environment where you can excel, grow your career, and feel connected to a meaningful mission.If you seek a workplace where your ideas are valued, innovation is celebrated, and you can contribute to shaping a brighter financial future, we invite you to join Netwealth.About the RoleWe are in search of a skilled Engineering Manager to oversee our engineering teams within Netwealth’s digital web channels. This pivotal role will guide teams focused on Web Foundations, Web Portal, and the broader Public Brand experience, playing a crucial role in crafting consistent, high-quality digital experiences for both customers and internal product teams.You will lead engineers across our Melbourne and Vietnam offices, with responsibilities encompassing shared web foundations, portal capabilities, and the enhancement of our public web presence. This role requires a strong people leader who is adept at improving current delivery while also shaping the future of our web platform and customer experience.Key ResponsibilitiesLead and support engineering teams for Netwealth’s digital web channels, ensuring accountability for leadership, delivery, and engineering excellence.Enhance the quality, consistency, and scalability of our web experiences and shared capabilities that drive our digital channels.Work closely with Product and Design teams to create seamless, intuitive user journeys across portal and public web experiences.Strengthen shared foundations utilized by product teams, including design system capabilities, reusable components, and web platform standards.Provide strategic leadership across essential web platform capabilities, including hosting experience, navigation, session management, branding, and personalization services.

About NetwealthAt Netwealth, we are not just a company; we are pioneers in redefining the wealth management landscape in Australia. Our award-winning platform and cutting-edge NextGen technology empower financial advisers and investors to reach new heights. We are honored to be recognized as one of Australia’s most innovative FinTech organizations.Since our inception in 1999, we have experienced rapid growth by challenging conventional norms. We prioritize agility and innovation, allowing us to deliver smarter solutions for our clients and make a significant impact in their financial journeys.What truly distinguishes us is our exceptional team. We are a group of curious, optimistic, and courageous individuals who collaborate to enhance the financial well-being of Australians. We value authenticity and agility, fostering an environment where you can excel, advance your career, and contribute to something meaningful.If you are seeking a workplace where your ideas are valued, where innovation thrives, and where you can play a vital role in shaping a brighter financial future, we invite you to join us at Netwealth.The OpportunityWe are on the lookout for a Senior Fund Accountant to become a key member of our Finance Team within the Fund Accounting division. This essential senior role carries end-to-end responsibility for the daily operations, financial reporting, and governance of 15 Netwealth Managed Investment Scheme (MIS) Funds and 2 Managed Account Schemes.You will play a pivotal role in ensuring the accuracy, integrity, and timeliness of unit pricing, financial reporting, distributions, and statutory accounts. Additionally, you will mentor Fund Accountants and drive continuous improvements in fund accounting processes. Collaborating closely with Fund Operations, Product, and other internal stakeholders will be crucial in supporting Netwealth’s expanding range of investment products.Key Responsibilities:Review daily unit pricing calculations for the 15 Netwealth MIS Funds, ensuring accuracy and escalating queries to the relevant internal teams.Oversee month-end accounts and maintain accurate and comprehensive investment registers for all funds.Review monthly, quarterly, and annual distribution calculations for MIS Funds and prepare Managed Account quarterly financial and regulatory reports.Take ownership of the preparation and review of year-end financial statements for 15 Netwealth MIS Funds and 2 Managed Account Schemes, including managing and responding to audit inquiries.Monitor fund performance and compliance with statutory requirements, providing insights and recommendations.

Join Netwealth as a Senior Business Development Manager and take the lead in driving our growth initiatives. You will be instrumental in identifying new business opportunities, nurturing client relationships, and collaborating with various teams to enhance our service offerings.

Netwealth, a Melbourne-based wealth management platform, supports advisers and investors across Australia. Since 1999, the company has focused on challenging industry norms and providing solutions that matter to clients. The team values curiosity, optimism, and authenticity, and encourages career growth and meaningful contributions. Role overview The Customer Servicing Team Leader manages daily operations for the Administration stream at the Melbourne office. This role blends people leadership with technical know-how, supporting a team that handles high-volume account maintenance and transfer tasks. The Team Leader works closely with team members, especially on complex or escalated administration issues, and upholds high standards of quality and compliance. What you will do Coach, support, and motivate team members through regular feedback and performance management. Offer technical guidance and make decisions on complex or escalated administrative matters. Oversee daily workloads, queues, and priorities to meet service level agreements and customer commitments. Maintain operational control by balancing workload volume, accuracy, risk, and customer satisfaction. Identify process inefficiencies and contribute to ongoing improvement initiatives. Support the rollout of new processes, workflows, or system changes within the team. Ensure compliance with Superannuation legislation, AML/CTF, CDD, privacy, and other regulatory requirements. Location This position is based at Netwealth’s Melbourne office.

About Netwealth Netwealth stands out in Australian wealth management, recognized as one of the country’s most innovative FinTech firms. Since 1999, the company has grown by challenging industry norms and prioritizing smarter solutions for advisers and investors. The platform uses advanced technology to help clients reach their financial goals. Growth at Netwealth is driven by a team that values curiosity, optimism, and collaboration. Authenticity and agility shape the culture, creating space for meaningful contributions and career growth. Role Overview: Analyst – Individual HIN Operations This Analyst position joins the newly established Individual HIN (Holder Identification Number) Operations team in the Melbourne office. The team supports private wealth and banking clients using the Netwealth platform, focusing on specialized asset administration services. The role involves managing complex ASX asset administration and corporate actions, using various systems and databases. Clear communication with advisers and internal teams is essential, as is the ability to adapt to shifting priorities while maintaining a strong client focus. Key Responsibilities Onboard new Individual HIN accounts and transfer existing HINs into the service Process ASX trading activity, income, redemptions, and corporate actions Verify, reconcile, and import ASX transactions Review and validate Limited Powers of Attorney (LPOA) Meet established servicing timeframes and SLAs Contribute to process improvements, documentation, and system enhancements Work closely with stakeholders to deliver a client-focused service Workplace and Culture Netwealth values contributions that make a difference. The company encourages new ideas and welcomes those looking to help shape the future of financial services in Australia.

About Netwealth Netwealth is an Australian wealth management company recognized for its innovative approach and technology-driven platform. Since 1999, the team has focused on challenging industry norms and delivering solutions that make a real impact for clients and advisers. The company values curiosity, optimism, and collaboration, and encourages authenticity and agility in its workplace culture. Netwealth supports career growth and values input from every team member. Employees are encouraged to bring forward ideas and help shape the future of financial services in Australia. Role Overview: Payments Team Leader This Melbourne-based role leads the Payments team, ensuring daily operations run smoothly and efficiently. The Payments Team Leader is responsible for guiding the team through high-volume deposit and withdrawal processing, with a focus on accuracy, timeliness, and excellent service for clients and advisers. The position combines people leadership with technical expertise, supporting team members in resolving complex payment issues and maintaining high service standards. Main Responsibilities Lead, coach, and mentor the Payments team, providing regular feedback and conducting performance reviews. Offer technical support and decision-making for complex or escalated payment matters. Monitor daily queues, manage team workloads, and prioritize tasks to meet service agreements and customer needs. Maintain strong operational controls, balancing transaction volume, accuracy, risk, and customer satisfaction. Identify and suggest process improvements, contributing to ongoing team and system enhancements. Support the implementation of changes to processes, workflows, or systems within the team. Ensure compliance with AML/CTF regulations, customer due diligence, privacy requirements, and other relevant standards. Location This position is based at Netwealth's Melbourne office.

About Netwealth Netwealth stands out as one of Australia's leading FinTech companies, known for its award-winning platform and NextGen technology. Since 1999, the company has focused on shaping the future of wealth management for advisers and investors across the country. Growth at Netwealth comes from challenging the status quo. The team works with agility, avoids unnecessary bureaucracy, and delivers smarter solutions for clients. Authenticity and adaptability are core values, and the company fosters an environment where people can excel, develop their careers, and contribute to meaningful outcomes. Role Overview: Team Leader - Super Payments This Melbourne-based position leads a team within the Super Payments division. The role is responsible for the accurate and timely processing of superannuation deposits and withdrawals. It combines hands-on leadership with technical expertise in a high-volume environment. The Team Leader maintains service standards, manages risk and accuracy, and works to enhance the client experience. What You Will Do Lead, coach, and support team members through regular one-on-ones, feedback, and daily guidance. Provide technical leadership and hands-on help with complex or escalated Super Payments matters. Monitor team workloads, queues, and priorities to meet service turnaround and quality targets. Promote a customer-focused, accountable culture that reflects Netwealth's values. Spot process gaps, risks, and improvement opportunities, and support change initiatives. Ensure compliance with Superannuation legislation, AML/CTF, CDD, privacy, and internal controls. Partner closely with your Manager and internal stakeholders. Location This role is based at the Melbourne office.

CCG Business Solutions is seeking an experienced Quality Engineer III to drive process, product, and component excellence. In this pivotal role, you will develop and implement quality plans, oversee supplier performance, and support procedural development and change order analysis, reporting directly to the Quality Manager.Key Responsibilities:Approve and validate inspection procedures for production circuit cards and complete system assemblies.Assist in incoming inspections to guarantee compliance of components and suppliers for inventory acceptance.Generate and maintain performance reports and analysis for internal quality metrics (DPMO, first pass yield, etc.).Evaluate performance data to identify and pursue continuous improvement opportunities.Create and manage customer-specific Quality Plans.Deliver weekly reports and insights on quality data to management.Act as a technical leader in interactions with customers and suppliers.Provide technical support on customer product specifications, including labels and assembly requirements.Implement and monitor statistical process controls.Establish controls in accordance with ISO 13485/9001, AS9100, and customer standards.Lead teams in generating corrective and preventative actions utilizing CAPA, 8D, and 5-Why methodologies.Offer quality support to product processes and related personnel.Conduct training for QA Technicians, Operations, and junior engineers.Engage in quality teams to enhance product quality and customer satisfaction.Manage and publish Quality Assurance Performance Reports, detailing process yield and defect analyses.Review data for compliance with specifications.Conduct Internal Quality Audits and prepare for external audits.Create and manage procedural and process documentation.Participate in Material Review Board (MRB) processes.Recommend Design for Manufacturing (DFM) or Design for Test (DFT) analyses for improvements.Facilitate the implementation of Engineering Change Orders (ECO).Provide New Production Introduction (NPI) support to product teams, suppliers, and customers.Occasional travel to customer or supplier locations may be required.Ensure ESD integrity in the production environment.Maintain cleanliness and accuracy in the work area.Train technicians and operators in system and procedural functions.Engage in ongoing training to further enhance expertise.Assume additional responsibilities as required by the business.

About NetwealthAt Netwealth, we are not just a company; we are innovators shaping the future of wealth management in Australia. Our award-winning platform and state-of-the-art technology enable advisers and investors to reach new heights, earning us recognition as one of Australia's leading FinTech pioneers.Since our inception in 1999, we have rapidly evolved by challenging conventional norms. Our agility and forward-thinking approach allow us to deliver smarter solutions for our clients, making a tangible impact in the financial landscape.What truly distinguishes us is our people. We pride ourselves on fostering a team of curious, optimistic, and courageous individuals who work collaboratively to enhance the lives of Australians. We cherish authenticity and agility, committed to creating an environment where you can thrive professionally, grow your career, and contribute to something meaningful.If you seek a workplace where your ideas are valued, innovation is celebrated, and you can help craft a brighter financial future, we invite you to join us at Netwealth.The OpportunityIn this crucial leadership role within Customer Operations, you will be responsible for overseeing the comprehensive tax and corporate actions function within a dynamic and highly regulated financial services environment.About the RoleAs the Head of Tax & Corporate Actions, you will provide strategic leadership and oversight for all tax and corporate actions responsibilities, ensuring accuracy, integrity, and compliance across the board. You will lead high-performing teams and collaborate closely with departments such as Product, Technology, Risk, Finance, and Legal, playing a pivotal role in shaping operational models, enhancing system capabilities, and driving automation as the business expands.Key responsibilities include:Corporate action event processingEnsuring capital gains tax (CGT) integrityMaintaining income and capital transaction integrityTax reporting and year-end deliveryManaging fund rebate agreementsEnsuring regulatory and legislative complianceWhat You'll Be DoingProviding strategic leadership, governance, and accountability for tax and corporate actions operationsEnsuring accurate, timely, and compliant delivery during both BAU and peak periodsLeading year-end tax processing and regulatory reporting

About NetwealthAt Netwealth, we are not just a financial services provider; we are pioneering the evolution of wealth management in Australia. Our award-winning platform, powered by cutting-edge NextGen technology, equips financial advisers and investors to reach new heights. We take pride in being recognized as one of the most innovative FinTech companies in the country.Since our inception in 1999, we have experienced rapid growth by consistently challenging conventional norms. We operate with agility, embracing a fast-paced environment that allows us to provide smarter solutions and create significant impacts for our clients.What truly distinguishes us is our team. We consist of inquisitive, optimistic, and brave individuals who collaborate to enhance the lives of Australians. We prioritize authenticity and flexibility, fostering an environment where you can excel, advance your career, and contribute to something meaningful.If you're seeking a workplace where your ideas are valued, innovation is celebrated, and you can play a role in shaping a brighter financial future, consider joining us at Netwealth.The OpportunityWe are excited to announce a new position for a General Manager - Platform Operations, a pivotal role that ensures we deliver precise, timely, and scalable investment administration services.In this senior leadership role, you will oversee complex operational areas where no two days are alike. You will lead teams responsible for managing all aspects of our Wrap and Super products from an investment perspective, including both domestic and international operations, corporate actions, asset administration, as well as tax and technical matters. Additionally, you will oversee the administration of our managed accounts service, which encompasses model establishment, maintenance, client and asset transfers, order execution, and fee deductions.With four direct reports, you will provide clear guidance to leaders and teams, fostering the development of capabilities while ensuring that operations can adapt swiftly to business growth, regulatory changes, system upgrades, and evolving client expectations.Your Responsibilities Will Include:Taking ownership of end-to-end operational performance across Investments Operations and Managed AccountsGuaranteeing stability and operational discipline, which includes controls, reconciliations, and exception managementEnhancing efficiency and stability through innovative processes, automation, and risk mitigationPreparing operational readiness for technology rollouts and enhancements

Netwealth seeks a Director of Platform Products to lead the development and management of its flagship Super Accelerator and Wealth Accelerator platforms. Based in the Melbourne office, this leadership role shapes the strategic direction and execution for key offerings at the heart of the company’s adviser and client experience. With full responsibility for these platforms, the Director ensures delivery aligns with regulatory standards and operational goals. The position works closely with teams across Technology, Investments, Legal, Risk & Compliance, Operations, and Distribution. Success in this role requires balancing innovation with disciplined execution and strong governance in a highly regulated environment. Main Responsibilities Lead the operating model for Super Accelerator and Wealth Accelerator, including strategy, governance, delivery oversight, and ongoing management. Drive disciplined execution of platform initiatives, ensuring projects meet deadlines while balancing regulatory, operational, and client requirements. Oversee governance and regulatory compliance for the platforms, translating APRA and ASIC obligations into effective, practical solutions. Collaboration This role partners with multiple internal teams to ensure platform success and compliance. Regular interaction with Technology, Investments, Legal, Risk & Compliance, Operations, and Distribution is expected.