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© All Rights Reserved. ApplyBlast.com
Netwealth
The Investor Services Officer supports the adviser experience at Netwealth by maintaining accurate adviser and client records, processing fee arrangements, and coordinating account transfers. This role involves resolving operational queries and collaborating with stakeholders to deliver high-quality outcomes that strengthen adviser relationships. The position contributes to the operational foundations that allow advisers to focus on supporting their clients.
Netwealth is an Australian wealth management platform offering superannuation, retirement, and investment solutions for both individual investors and financial advisers. The company provides a range of products including investment wrap accounts, managed accounts, and SMSF solutions, supported by award-winning fintech tools and technology. With over $118 billion in funds under administration and management, Netwealth serves more than 162,000 account holders and 3,900 financial advisers across Australia.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Netwealth.
Netwealth didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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