Relationship Manager – Team Leader – Build a High-Touch Member Experience Team

Location: 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.