Netwealth
The Team Leader - Claims & Estates role at Netwealth involves leading a specialist team that supports the assessment and administration of deceased member accounts, permanent incapacity, terminal illness, and financial hardship claims. This position combines people leadership with hands-on superannuation and death claim technical expertise to coach the team, navigate complex cases, and maintain high technical and quality standards. The role ensures accurate, timely, and thoughtful outcomes for clients and advisers while balancing customer outcomes, operational risk, and compliance in a highly regulated environment.
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
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