Client Service Manager – High Touch

About Stake

We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to ASX and Wall St, we’ve empowered a new wave of investors. Today, we have 750,000+ customers and more than A$8B under administration. Join us as we continue to reshape the financial industry, inspire investor confidence and unleash the investor in everyone.

About the role

We are looking for a Client Service Manager – High Touch to join our Stake Super team in Sydney.

Stake Super is helping ambitious Australians take greater control of their retirement savings through a modern, seamless SMSF experience. As interest in self-directed investing continues to grow, we're building experiences that make it easier for customers to confidently take the next step in their investing journey.

As our Client Service Manager – High Touch, you'll sit at the intersection of customer experience, growth and commercial performance. You'll guide prospective customers through one of the most important financial decisions they'll make, delivering a personalised onboarding experience that builds trust, removes complexity and helps them unlock the benefits of Stake Super.

You'll work closely with teams across Marketing, Product and Commercial to shape how we acquire, engage and convert customers. Every conversation, insight and improvement you contribute will help us create a better experience and accelerate the growth of one of Stake's most exciting products. We work hybrid spending 3 days in our beautiful, dog-friendly Sydney office.

What success looks like

Within your first two years at Stake, you will have:

• Become a trusted expert on Stake Super, helping hundreds of customers confidently transition to a self-managed super fund.
• Built a reputation for delivering a personalised, high-quality onboarding experience that consistently drives strong conversion and customer satisfaction outcomes.
• Developed deep insight into customer needs, motivations and objections, helping shape how Stake Super evolves and grows.
• Identified and implemented improvements across the High-Touch journey that increase conversion rates, engagement and operational efficiency.
• Created strong feedback loops between customers and internal teams, influencing product enhancements, marketing campaigns and growth initiatives.
• Established clear reporting and performance insights that improve decision-making across customer acquisition channels.
• Played a meaningful role in growing Stake Super's customer base and strengthening its position within the SMSF market.
• Become a key contributor to the long-term customer experience and growth strategy for Stake Super.

You’ll thrive here if…

• You're energised by helping customers make confident decisions and know how to build trust through every interaction.
• You have strong commercial instincts and enjoy balancing exceptional customer experiences with measurable business outcomes.
• You communicate clearly and confidently across phone, email and digital channels, adapting your approach to different customer needs.
• You enjoy taking ownership, proactively identifying opportunities for improvement and following through to deliver results.
• You're analytical and curious, using customer feedback, data and performance insights to continuously improve outcomes.
• You're comfortable navigating complexity and can simplify financial concepts in a way that feels approachable and easy to understand.

Bonus if you’ve ever

• Worked in superannuation, SMSF, wealth management or financial services.
• Managed high-value customer relationships or consultative sales journeys.
• Participated in online communities, forums or customer engagement channels to build awareness and trust.
• Worked closely with Product, Marketing or Growth teams to improve acquisition and conversion performance.
• Built reporting frameworks or analysed customer funnel performance to uncover growth opportunities.

Benefits of working 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.

• Professional development allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance
• Wellbeing support
• Annual leave swap days
• Discretionary performance bonus
• Stake products: SMSF 30% discount on yearly membership fee, $295 AUD annual trading credit and Stake Black account

So what happens next?

Once we've received your application, we'll give it the attention it deserves and if we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

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.