Analyst - Distribution Governance

The role

You will support the adviser monitoring program and protect adviser and client outcomes through governance and monitoring. You will review fee arrangements, identify risks, and work with teams to strengthen controls and processes.

What you will do

• Review adviser fee arrangements and conduct risk-based testing.
• Analyse and reconcile data across multiple systems to uncover anomalies and control gaps.
• Investigate issues, identify root causes and partner with stakeholders for remediation.
• Prepare reporting and insights for governance forums and senior stakeholders.
• Support policy, process and control improvements for adviser fee governance.
• Contribute to testing and change initiatives to ensure controls remain effective.
• Build relationships across Distribution, Product, Investment Operations, Technology, Risk and Compliance.

Required qualifications

• Experience in governance, risk, compliance, audit or assurance within financial services, wealth management, platforms or advice businesses.
• Exposure to adviser monitoring, fee governance, consent reviews or remediation activities.
• Strong analytical capability and an ability to work comfortably with large datasets and reconciliations.
• Knowledge of Australian financial services regulatory obligations relating to adviser fees, client records, remediation, complaints or incident management.
• Excellent written and verbal communication skills.

Nice to have

• A curious mindset and a desire to continually improve the way things are done.

Benefits

• Paid parental leave
• Fully funded school holiday program
• CU Health (virtual healthcare)
• Income protection
• Flu shots
• Wellness weeks
• Retail discounts
• Financial wellbeing services
• Social events, trivia nights, and corporate sports
• Employee Resource Groups
• Paid volunteering
• End-of-trip amenities and daily breakfast in Melbourne

About the company

Netwealth is an innovative FinTech business that provides an award-winning platform for advisers and investors in Australia. The company values authenticity, agility, and collaboration to deliver smarter solutions for clients.