TrelliaÌýWealth Partners is a fast-growing managed accounts business focused on helping financial advisers scale with confidence, strengthen client relationships and build high-performing advice businesses.Ìý
We offer one of the most comprehensive managed account solutions in the Australian market — combining sophisticated portfolio capabilities, modern platformÌýinfrastructureÌýand deep technicalÌýexpertiseÌýwith a strong partnership mindset. Our work sits at the intersection of investment solutions,ÌýtechnologyÌýand adviser growth, makingÌýTrelliaÌýa critical and expanding part of the broader Betashares ecosystem.Ìý
This is a senior individual contributor role focused on supporting the growth and adoption of managed account solutions across adviser and platform partners. You will work as a trusted technical and commercial partner, contributing to complex client engagements and supporting the implementation of tailored investment solutions.Ìý
You will collaborate closely with internal product, investment and distribution teams while building strong relationships with advisers and platform partners. The role offers significant exposure to managed account strategy, portfolioÌýconstructionÌýand platform capability within a growing business.Ìý
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- Lead and contribute to managed account engagements with advisers and platform partners, from solution design through to implementationÌýÌý
- Build and manage a pipeline of opportunities, supporting growth across managed account solutionsÌýÌý
- Provide technicalÌýexpertiseÌýacross portfolio construction, managed account structures (SMA/MDA)Ìýand platform capabilitiesÌýÌý
- Participate in client discussions, delivering tailored investment solutions aligned to adviser and client needsÌýÌý
- Partner with distribution teams to progress opportunities and support conversion into implemented solutionsÌýÌý
- Collaborate with product,ÌýinvestmentÌýand marketing teams to align client needs with solution deliveryÌýÌý
- IdentifyÌýopportunities to enhance managed account capabilities and support proposition developmentÌýÌý
- Monitor market,ÌýcompetitorÌýand regulatory developments to support client strategy and positioningÌýÌý
- MaintainÌýaccurateÌýpipeline reporting,ÌýforecastingÌýand activity trackingÌý
Key skills and experience
Must-haves:Ìý
- 5–8 years’ experience in managed accounts, investment solutions,ÌýplatformsÌýor adviser-facing financial services rolesÌýÌý
- Strong knowledge of portfolio construction and managed account structures (SMA/MDA)ÌýÌý
- Experience engaging with financial advisers or platform partners in a client-facing capacityÌýÌý
- Demonstrated commercial awareness and ability to contribute to growth outcomesÌýÌý
- Strong understanding of the Australian advice and regulatory environmentÌýÌý
- Ability to manage multiple stakeholders and contribute to complex client engagementsÌýÌý
Nice-to-haves:Ìý
- Experience within asset management or platform providersÌýÌý
- Exposure to scaling investment propositions or go-to-market initiativesÌýÌý
- Experience working cross-functionally across product,ÌýinvestmentÌýand distribution teams
Trellia Wealth Partners is a market-leading partner for financial advisers, purpose-built to offer comprehensive managed account solutions and strategic support, designed for modern advice practices.
Founded by Betashares and InvestSense, Trellia Wealth Partners combines the scale and innovation of an institutional manager with the high-touch partnership of a specialist investment consultant, giving advisers the structure they need to grow. From portfolio design and client engagement to practice development and business strategy, we help advisers deliver more value, more efficiently, to more clients.
