Offer summary

Qualifications:

At least 5 years of experience in relationship management, client advisory, or financial coaching., Previous leadership experience in building or managing service teams., Strong communication skills and ability to motivate remote teams., Knowledge of budgeting, finance, or lending is preferred..

Key responsibilities:

Build and lead a national team of Relationship Managers.

Manage a portfolio of subscription clients personally.

Design and implement SOPs, onboarding, and service frameworks.

Drive client retention and satisfaction through coaching and support.

Job description

Benefits:

$130K–$140K base salary + superannuation
Fully remote work environment (Australia-based applicants only)
Full support from executive leadership
Opportunity to build a national service function from the ground up
Make a direct, measurable impact on client financial success

Job Description:

Freedom Property Investors helps everyday Australians build wealth through property. With over 10,000 members served and 2,000+ five-star Google reviews, we’re proud to be Australia’s leading property investment group.

We’re now seeking a hands-on, service-driven Team Leader to build and manage a new national team of Relationship Managers. This position is full-time and 100% remote, with daily team collaboration via Zoom. You’ll be responsible for hiring, training, coaching, and performance management—while also managing your own small portfolio of clients.

As the leader of our financial coaching team, you’ll drive client retention and satisfaction by ensuring subscribers receive outstanding support with budgeting tools, financial coaching, and regular accountability check-ins.

Key Responsibilities:

Build, onboard, and lead a high-performing Relationship Management team
Personally manage a portfolio of subscription clients
Design and implement SOPs, onboarding, and service frameworks
Deliver budgeting and financial accountability coaching through scheduled check-ins
Monitor client engagement, retention rates, and team KPIs
Work closely with internal teams including Finance, Client Services, and Property
Promote a strong team culture focused on client outcomes and continuous improvement

Who We’re Looking For:

5+ years of experience in relationship management, client advisory, or financial coaching
Previous experience leading or building service-based teams
Solid knowledge of budgeting, finance, or lending (preferred)
Strong communicator and remote team motivator
Track record of driving retention, satisfaction, or NPS outcomes
Comfortable managing systems, building SOPs, and creating team processes
Passion for helping clients improve their financial future

This role is for you if you:

Enjoy a blend of leadership and direct client work
Thrive in fast-paced, high-ownership environments
Are comfortable working from home and leading a distributed team over Zoom

This role is not for you if you:

Haven’t led or managed a team before
Prefer purely strategic or back-end roles
Are not comfortable being on video calls with team members and clients daily

How to Apply:
Please submit your resume and a brief cover letter outlining your leadership experience and passion for client success. Only shortlisted candidates will be contacted.

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