Senior Client Relationship Manager

Stake is looking for a Senior Client Relationship Manager to join us at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH). 

We’re an Australian investing platform on a mission to help ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, Stake has grown fast from a fintech startup into a robust financial services company with even bigger plans. Today we have 500,000+ global customers and more than A$3 billion under administration.

Ambition defines our customer base as well as our team. Our working environment is energetic, collaborative and supportive. Stake’s internal mantra is ‘never settle’ and everyone is encouraged to take ownership and challenged to deliver high-quality execution. 

This role is your chance to contribute in making a lasting impact on the financial security of thousands and thousands of Aussies and Kiwis.

About this role 

As a Senior Client Relationship Manager, you will drive and own the full-cycle Stake Super high touch onboarding process, committed to delivering the utmost professional and exceptional experience for our customers. 

A key part of the role will be in maximising onboarding conversions by guiding new customers along their SMSF administration journey, from initial discovery to consideration and through to establishment (or transfer), if the customer decides it’s right for them. 

• You will demonstrate your proven experience by artfully uncovering pain points, breaking down obstacles and communicating the Stake super value proposition, framing key benefits while tailoring your message for resonance in every interaction. 
• This is truly a fast-paced role where you will need to hit the ground running and quickly become a product expert, a source of knowledge and a Stake Super product specialist who our customers can rely on.
• As part of this role, you will spend a large majority of your time on the phone (discovery sessions, follow-ups & onboarding support where required) or crafting tailored emails to potential customers of Stake Super as you assist them through to conversion.
• You will have a data-driven mindset, responsible for tracking and monitoring trends across the entire-high touch onboarding process, with the ability to draw meaningful insights and translate these into actionable suggestions to inform the wider growth strategy. 
• As a lead with full ownership, you will be accountable for continually optimising the art and science of the high-touch onboarding process, overseeing conversion, efficiency and dynamically prioritizing your workflow as required to support growth and scale of the function with a view to managing a team in the future.

A bit about you

• Experience in Financial Services:
  Experience with high-value clients, complex financial products, and SMSF ( essential) 
• Highly Adaptable:
  Quickly adapt to changing priorities and market dynamics, mastering new processes and strategies.
• Communication Skills:
  Previous phone experience is required. Spend most of your time on calls with customers. Exceptional verbal fluency and articulation are critical.
• Proactive Mindset:
  Autonomous, curious, and proactive. Continuously challenge and improve operations.

At Stake, we value hustle over honours degrees, so we’re more interested in you than your resume. If you believe this is a role you want to jump into, please apply and let us know why in your cover letter!

Benefits of working at Stake

At Stake you’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks.

Please see on our Careers website the list of benefits under our Grow with Stake program. They include:

• $2,500/year professional development allowance
• $1,000/year wellbeing allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance of up to $18,000 in value over 24 months
• Extra paid leave during tough times
• Discretionary performance bonus and talent referral bonus
• Employee Share Options scheme

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women. 

It all comes together to explain why Stake placed 1st in the 2024 AFR BOSS Best Places to Work list for the Banking, Superannuation & Financial Services category, across all of Australia and New Zealand.

So what happens next?

Once we've received your application, we'll give it the attention it deserves, and you'll hear from us regardless of the outcome. If we think you’d be a great fit for our team, we’ll give you a call and take it from there.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.