Account Manager

Join a dynamic Australian financial coaching powerhouse dedicated to transforming lives through realistic budget management, rapid mortgage reduction, and sustainable wealth creation! Our client stands out for its high-energy, results-driven culture that emphasizes accountability, client-first service, and rigorous hands-on training. Including an exciting, expenses-paid 3-week immersive onboarding trip to the Gold Coast HQ in Australia , where you'll dive deep into proven methodologies, connect with top performers, and absorb the full company spirit in a motivational setting. The Relationship Manager role offers competitive compensation, comprehensive support through structured development, and the opportunity to build long-term client partnerships in an environment focused on personal growth and real impact. Ideal for high-energy individuals ready to thrive in a supportive yet challenging team that invests heavily in your potential. Overview The Relationship Manager serves as the primary trusted financial partner for an allocated client portfolio, owning full accountability for ongoing engagement, retention, and progress in clients' mortgage reduction and wealth-building journeys. This role delivers proactive, non-scripted relationship management to keep clients supported, accountable, and fully utilizing the company's ecosystem of lending, property, insurance, and strategic services. Responsibilities Own and manage an allocated client portfolio with deep knowledge of each client's financial position, goals, lending structures, and progress. Build trusted, long-term relationships through proactive guidance, early disengagement detection, and re-engagement strategies. Conduct structured touchpoints (onboarding, progress/annual reviews, monthly accountability meetings) to renew service agreements and ensure monthly reporting clarity. Celebrate client milestones, identify success stories for marketing/PR (testimonials, podcasts, case studies), and support community events/masterclasses. Proactively spot opportunities (e.g., increased borrowing capacity, equity release, investment readiness, loan restructuring) Refer cross-ecosystem opportunities (asset finance, insurance, accounting, financial planning) and ensure follow-through. Collaborate internally with Finance Strategists and other teams for seamless service delivery and improved outcomes. Maintain accurate CRM records, handle communications/complaints professionally, and ensure compliance with service standards. Qualifications Currently have, or have the ability to obtain a U.S. Passport - required Proven strong relationship-building skills with the ability to establish trust, lead conversations, influence accountability, and maintain long-term client partnerships. Excellent verbal/written communication and high emotional intelligence (EQ) for non-scripted, client-focused interactions. High energy, ambition, proactive mindset, and comfort working autonomously while owning a portfolio like a personal business. Experience in financial services, banking, mortgage broking, debt counseling, wealth management, or client relationship roles is a plus (but not required—company provides rigorous training). Backgrounds in high-client-focus fields (e.g., personal training, teaching, life coaching, high-end hospitality) highly valued for accountability mindset and service orientation. Demonstrated financial literacy or understanding of lending, budgeting, and mortgage structures desirable. Competent with CRM systems and standard business tools. Training & Travel Requirements To launch your success, you'll complete an intensive 3-week fully paid training program in Australia (all expenses covered: flights, accommodation, meals)—a high-energy, immersive experience at our client's Gold Coast HQ. This mandatory onboarding includes world-class coaching, deep dives into our proven methodologies, culture immersion, and networking with top performers; designed to fast-track your confidence and results as a Relationship Manager. Key Requirement You must hold (or be able to obtain) a valid U.S. passport and be available to travel internationally for this 3-week period shortly after your start date in late April. No prior international travel experience required—just the passport and readiness to embrace this exciting opportunity! #J-18808-Ljbffr