Netwealth - See Wealth Differently (ASX:NWL)

Risk

• Lead complex reviews and investigations
• Analyse conduct, governance and customer outcome risks
• Identify patterns, trends and emerging issues
• Provide recommendations that drive meaningful change
• Support governance reporting and executive decision making
• Coach and guide other analysts across the team
• Partner with Distribution, Product, Legal, Risk & Compliance and Operations stakeholders
• Investigate root causes and determine whether issues are isolated events or emerging trends
• Assess and improve controls
• Help improve customer outcomes
• Influence decisions and shape the adviser oversight governance framework

Senior Analyst – Distribution Governance

Operations

• Process investment and superannuation administration activities accurately and efficiently
• Investigate and resolve transaction queries and exceptions
• Work closely with advisers, clients and internal stakeholders
• Maintain high standards of quality, risk management and compliance
• Contribute to process improvement initiatives that enhance customer outcomes
• Build expertise across Netwealth products, systems and operational processes
• Deliver exceptional service to clients and advisers
• Support one of three specialist teams: Super Payments, Wrap Payments, or Adjustments
• Process payments, withdrawals, account closures, reconciliations, foreign currency transactions, recontributions, asset movements, contribution and rollover adjustments, or family law splits, depending on team assignment

Investor Services Officer – Customer Operations

Analyst

• Support commercial relationships with fund managers, model managers and strategic investment partners
• Act as a key point of contact for commercial and operational matters
• Prepare reporting and insights across investment menu revenue, commercial performance, rebates, partner activity and onboarding pipelines
• Oversee administration of fees, rebates and commercial arrangements
• Coordinate review and maintenance of fund manager agreements, commercial schedules and supporting documentation
• Support strategic initiatives, competitor analysis and broader commercial projects
• Collaborate with Distribution, Customer Operations, Compliance, Finance, Digital Product and Technology teams
• Identify opportunities to improve reporting, controls, processes and partner servicing models
• Enhance commercial outcomes and stakeholder experience

Senior Analyst – Distribution Governance

Investor Services Officer – Customer Operations

Senior Commercial Analyst