Relationship Manager

About the role 

Enterprise Growth is a newly established Business Division at Latitude Financial focused on accelerating the expansion of Latitude’s financial solutions into new market adjacencies and consumer spending verticals, such as Health & Wellness and Home Services which collectively represent ~$30bn of annual consumer spend per year in Australia and New Zealand.

Operating with a start-up mindset inside an established financial services company, the Enterprise Growth Division is designed to move fast, innovate, expand the existing partners network, and capture new growth opportunities which may include the designing of new financial products or new ways to increase partners’ share of wallet.

The Relationship Manager will play a critical role in shaping the growth path of the new division by deepening client relationships, supporting partners to reach optimal distribution settings of Latitude’s financial products, and building scalable commercial foundations within the Enterprise Growth Business Unit.

This role requires a commercially astute professional with a start-up mentality — someone who thrives in ambiguity, takes ownership, is goal-orientated, is not afraid of building/re-engineering processes from the ground up, and proactively identifies new growth opportunities while managing commercial risks.

The successful candidate will manage a portfolio of high-growth clients, delivering exceptional service, being a brand-ambassador for Latitude & Enterprise Growth, while identifying cross-sell, upsell, and strategic expansion opportunities.

Lastly, get comfortable on the road, as the role will require regular business travel within Victoria and interstate (and at the start potentially even New Zealand) to visit partners HQs and their respective stores/clinics.

Responsibilities:

Client Relationship Management

• Own and manage a portfolio of high-growth partners across Health & Wellness and Home Services verticals.
• Develop trusted advisor relationships with key stakeholders, including COOs, Practice Managers and Store/Clinics Managers across partners’ networks.
• Lead regular partner reviews, weekly/monthly performance reporting, and strategic planning discussions.
• Ensure high levels of client satisfaction, retention, and advocacy.
• Deliver a structured training framework to promote retail & sales finance and positively impact growth whilst ensuring the business is compliant in its practices.

Revenue Growth & Commercial Development

• Manage and monitor data & analytics of assigned accounts to drive performance.
• Identify, pursue, and close revenue growth opportunities within existing accounts.
• Develop and execute account growth strategies aligned to business objectives.
• Collaborate with product, risk, compliance, and operations teams to deliver tailored distribution solutions.
• Contribute to pipeline forecasting and revenue reporting.

Start-Up Mindset & Business Building

• Contribute to the design and refinement of scalable account management processes.
• Help build playbooks, templates, and client engagement frameworks from scratch.
• Identify operational inefficiencies in existing practices and implement practical solutions.
• Demonstrate agility in responding to evolving market and regulatory conditions.

Cross-Functional Collaboration

• Partner closely with Business Development, Product, Credit/Risk, Compliance, and Operations teams.
• Act as an internal advocate for partner-merchants to influence product enhancements and service improvements.
• Support new client onboarding and implementation activities.

Market & Industry Insight

• Maintain strong knowledge of financial services trends (especially in the target categories of Health & Wellness and Home Services), regulatory developments, and competitive landscape.
• Proactively identify emerging opportunities within target enterprise segments.

What you’ll bring: 

• 6+ years’ experience in Account Management, Relationship Management, or Business Development within Financial Services.
• Demonstrated success managing multi-level relationships within a client portfolio.
• Strong commercial acumen with proven revenue growth / wallet penetration capability.
• Experience working in high-growth, transformation, or start-up environments preferred.
• Understanding of financial products relevant for the role (e.g., unsecured lending, payments, credit cards, instalment lending, and related or ancillary services).
• Revenue driven mindset with strong negotiation and influencing skills,
• A self-starter attitude with autonomous, high-ownership mentality.
• Strong appetite to learn and continuously improve.
• Strong communication skills and ability to present/engage with an audience of all levels.
• Familiarity with AI tools – comfortable using tools to accelerate insights, automate routine work, prepare reporting, and tailor content quickly and effectively.

Sometimes the best candidates don’t have 100% of what is listed above, but if you have most and are confident, you’d be a good fit, we’d love to hear from you!

Sound like you? That's a good sign! In return for your energy and ideas, we offer a flexible working environment and great compensation. We always support a safe, healthy, engaging, and productive working environment for all employees and workers, whether that be in your home and office, or a combination of both.

We're Latitude, partners in money Latitude may seem like the new kid on the block, but it's taken us almost a hundred years to become an overnight success. Digital payments, cards, loans are what we offer - but what we really are is a platform that helps people shop and live better. Always living and breathing our values. Take ownership, Win together, Pursue excellence, and Create tomorrow

Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment. Only open to Australian or New Zealand Permanent Residents or Citizens.