Client Solutions Manager

About the Position

Be part of an organization that is challenging the status quo and reshaping investing in New Zealand. Join Kernel Wealth as a Client Solutions Manager, where you'll bridge technical specialists and customers, resolving complex queries and improving client experience.

About Kernel

Kernel is on a mission to help Kiwis build wealth, improve financial literacy, and create lasting saving and investing habits. Our investment platform makes investing simple and accessible, with tools and guidance to support long-term financial goals.

We’re at an exciting stage, scaling fast, expanding our team, and building the foundations for the next phase of growth. Our culture is collaborative, hands-on, and ambitious. Things move quickly here, and every person plays a key role in shaping what we become.

Responsibilities

• Respond to complex investment, KiwiSaver, product, and platform queries from advisers, consultants, and clients
• Support due diligence requests, RFPs, consultant questionnaires, and other technical information requests
• Build trusted relationships with advisers, wholesale, and high-net-worth clients while supporting onboarding and ongoing engagement
• Investigate and resolve complex customer issues, complaints, and escalations in partnership with Compliance and operational teams
• Partner with Investment Operations, Product, and Distribution teams to research, translate, and communicate technical information clearly
• Identify trends, insights, and opportunities to improve client experience, products, and internal processes

Requirements

• 5-7 years experience within the New Zealand financial services sector
• A solid understanding of investment products, KiwiSaver, and managed funds
• The ability to communicate confidently with advisers, consultants, and customers
• Strong analytical and investigation skills
• Excellent written and verbal communication skills
• Sound judgement and a high level of professionalism
• Experience managing complex customer issues, complaints, or escalations
• Strong relationship management and stakeholder engagement capability
• A proactive, self-directed approach to work

We Offer

• Connecting Kiwis with investment products designed in a way no other fintech in New Zealand is approaching, connecting everyday financial goals with intuitive, customer-first experiences.
• Contribute to a platform trusted by tens of thousands of Kiwis, helping them feel more confident and in control of their money.
• Execute across a broad range of Kernel’s Customer function initiatives, with the autonomy to test improvements, learn from customer insights, and scale what enhances the overall experience.
• Join a team built on trust, collaboration, and flexibility, where feedback is constructive and everyone has a voice.
• Competitive compensation package
• Health insurance, parental leave top-up, and professional development support
• Extra Kernel holidays
• Office snacks, coffee, and a dog-friendly environment

About the Company

Kernel is on a mission to help everyone become wealthier. We’re a platform offering a range of investment products and innovative tools and technology to grow wealth - with ease and all in one place.

We’re passionate about leveraging technology and our financial expertise to create the best way to grow and manage money. Our trusted passive investment approach takes the guesswork out of creating a diversified portfolio while remaining cost-effective and accessible.

We help busy and ambitious Kiwis including families, individuals, iwi groups, and charitable trusts achieve their goals, gain financial stability, and unlock more opportunities.

Founded in 2019, Kernel has 41 co-workers and is currently hiring through Teamtailor.

Join our team

Not sure you meet every requirement? We encourage you to apply. We value growth, impact, and mindset just as much as specific experience. If this opportunity sounds like you, send us your cover letter explaining why you’re excited about the role and working at Kernel, along with your CV.

Visit our careers page: kernelwealth.co.nz/our-team for more on working at Kernel and follow us on LinkedIn & Instagram to stay connected.