Relationship Manager – Team Leader

Relationship Manager – Team Leader – Build a High-Touch Member Experience TeamLocation: Remote (Full-Time)

Salary: $130,000 – $140,000 + Super

Reporting To: General Manager

Join Australia’s #1 Property Investment Group

At Freedom Property Investors, we’re on a mission to help busy, everyday Australians build wealth safely through property. With over 10,000 members served, 300+ full-time team members, and 2,000+ five-star Google reviews, we pride ourselves on being the industry leaders in investment-grade property.

We’re now looking for a high-performance leader to build and run a brand-new national team of Relationship Managers. These team members support our subscription members — everyday Australians who gain access to our budgeting app, a tailored budget plan, and a personal Relationship Manager to keep them accountable and on track.

In this hands-on leadership role, you’ll recruit, onboard, and manage your team while also overseeing delivery frameworks, KPIs, check-ins, coaching, and retention strategy. You’ll also manage a personal portfolio of clients to lead from the front.

About the Role:

This is not a strategic oversight role — it’s a builder’s role. You’ll take full ownership of the Relationship Management function from the ground up, including:

• Team structure, hiring, onboarding, and training
• Systems, SOPs, frameworks, and service standards
• Direct delivery of high-touch financial coaching and accountability
• Client onboarding, ongoing check-ins, and budgeting support
• Subscription retention through consistent value delivery
• KPI tracking, performance monitoring, and process improvement

This is a full-time, remote role. All team members are required to be online during business hours in a virtual breakout room via Zoom, with cameras on, to support collaboration, energy, and accountability across the team.

What You’ll Be Doing:

• Build and lead a high-performance team of Relationship Managers
• Personally manage a small portfolio of subscription clients
• Recruit, onboard, and coach new hires from day one
• Develop and implement SOPs, onboarding workflows, and support playbooks
• Walk members through their budgeting app and personalised financial plan
• Deliver regular check-ins and accountability calls to keep members on track
• Support clients through budgeting challenges and mindset shifts
• Track engagement, satisfaction, and retention across the team
• Monitor performance metrics and continuously improve delivery
• Work cross-functionally with Finance, Property, and Client Services
• Ensure 90%+ subscription retention by delivering ongoing value
• Build a member-first culture rooted in coaching, care, and results

What You’ll Need:

• 5+ years in a relationship management, financial coaching, or client advisory role
• Proven experience building or scaling a high-performance service team
• Strong understanding of financial planning, budgeting tools, or lending (ideal)
• Demonstrated ability to implement systems, processes, and documentation
• Commercial mindset with a track record of hitting retention or satisfaction targets
• Excellent communication and leadership skills across remote environments
• Personally accountable and able to lead by example
• Client-first mentality with a passion for seeing people succeed

Do Not Apply If…

• You’ve never built a team or managed others before
• You avoid hands-on delivery or prefer high-level strategy only
• You’re not comfortable being on Zoom daily in a live team environment
• You don’t enjoy client-facing work or coaching conversations
• You aren’t passionate about helping others with money, mindset, and goals

Your Scorecard (KPIs)

• Team Launch – Relationship Management team fully operational within 90 days
• Client Retention – 90%+ of managed clients retained after 12 months
• Portfolio Engagement – 100% of members receive timely check-ins and support
• Team Metrics – All team members hit agreed satisfaction and service benchmarks
• Systems & Tools – SOPs, lifecycle maps, and CRM processes built and maintained
• Culture & Delivery – Team operates with consistency, care, and commercial results

What You’ll Get:

💰 $130K–$140K base + super

📦 Build a national coaching team from scratch with full ownership

💻 Fully remote role with daily live Zoom collaboration and full executive support

How to Apply:

Submit your CV and a short cover letter outlining your leadership and client success experience. Shortlisted candidates will be contacted directly.