Advice Manager

AIA; Sydney; On-site; AUD 180,000 - 260,000; Full time

Benefits offered by this job

Training & development

Internal mobility opportunities

Leave entitlements

Health & wellbeing initiatives

Supportive managers

Job summary

AIA is seeking an Advice Manager to lead a geographically dispersed team of Financial Planners and Senior Financial Planners within AIA Financial Wellbeing. You will deliver high-quality Personal Advice outcomes and drive commercial, customer, people and risk results.

You will shape a high-performance culture, ensure exceptional customer experience, and leverage technology, AI and digital solutions to enhance productivity, scalability and outcomes while maintaining governance and compliance.

Qualifications

• Proven leadership in financial advice, wealth management or similar
• Track record coaching and developing Financial Planners to hit targets
• Deep understanding of Personal Advice delivery and AFSL governance
• Experience delivering revenue growth, customer satisfaction and engagement
• Strong commercial acumen balancing customer, people, risk and priorities
• Experience using performance data and digital tools to improve ops
• Passion for coaching, mentoring and succession planning
• Experience leading teams through regulatory-driven change

Responsibilities

• Lead and inspire a dispersed team of Financial Planners to meet revenue, productivity and compliance goals
• Foster a high-performance culture with coaching and recognition
• Drive implementation of Personal Advice processes and customer journeys
• Utilise data and insights to identify improvements and actions
• Oversee capacity planning, recruitment and staffing for success
• Build strong stakeholder relationships across Advice Delivery and supporting teams
• Champion adoption of Salesforce, AdviceOS and AI-enabled tools to boost productivity
• Lead organisational, process and technology change initiatives
• Uphold governance, compliance and advice quality standards
• Drive continuous improvement of advice quality and customer outcomes

Skills

Leadership

Coaching & development

People management

Commercial acumen

Stakeholder management

Decision-making with data

Change execution

Education

Financial Planning / Finance / Commerce / Business degree

Tools

Salesforce

AdviceOS

Microsoft Copilot

Job description

At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

BE THE DIFFERENCE

At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a difference by helping shape a healthier, better-protected Australia, read on.

The Opportunity

This is an exciting leadership opportunity to lead a geographically dispersed team of Financial Planners and Senior Financial Planners within AIA Financial Wellbeing. As Advice Manager, you will play a pivotal role in delivering high-quality Personal Advice outcomes that help customers achieve greater financial wellbeing while driving strong commercial, customer, people and risk outcomes.

You will be responsible for creating a high-performance, highly engaged and accountable team culture, ensuring advisers consistently deliver exceptional customer experiences, quality advice and sustainable business results. Working closely with the Head of Advice Delivery and key stakeholders across AIA Financial Services, you will contribute to the ongoing evolution of AIA's advice delivery model, leveraging technology, AI and digital solutions to improve productivity, scalability and customer outcomes.

This role offers the opportunity to influence strategic initiatives, lead transformational change and develop adviser capability while ensuring the highest standards of governance, compliance and advice quality are maintained.

To Do This Successfully You Will

• Lead and inspire a team of Financial Planners and Senior Financial Planners to achieve revenue, productivity, customer satisfaction, quality and compliance objectives.
• Build a high-performance culture through effective coaching, performance management, capability development and recognition of success.
• Drive consistent execution of AIA Financial Services' Personal Advice process and customer journey.
• Use performance metrics, customer insights and operational data to identify improvement opportunities and implement targeted actions.
• Manage team capacity, workforce planning and recruitment activities to ensure the team is positioned for success.
• Foster strong stakeholder relationships across Advice Delivery, Enablement, Professional Services, Risk & QA, Compliance, Technology and Distribution teams.
• Champion the adoption of Salesforce, AdviceOS, Microsoft Copilot and other digital and AI-enabled tools to improve adviser productivity and customer outcomes.
• Lead organisational, process and technology change initiatives while ensuring successful team adoption and ongoing sustainability.
• Promote a strong risk and compliance culture, ensuring adherence to regulatory obligations, AFSL requirements and internal governance frameworks.
• Drive continuous improvement initiatives that enhance advice quality, customer experience, operational efficiency and commercial outcomes.

Successful Applicants Will Demonstrate

• Proven leadership experience within financial advice, wealth management or a broader financial services environment.
• A strong track record of leading, coaching and developing Financial Planners to achieve customer, commercial and quality outcomes.
• Deep understanding of Personal Advice delivery, adviser practices, advice quality standards, AFSL governance and regulatory compliance requirements.
• Demonstrated success in delivering revenue growth, productivity improvement, customer satisfaction and employee engagement outcomes.
• Strong commercial acumen with the ability to balance customer, people, risk and business priorities.
• Experience using performance data, workflow systems and digital solutions to drive operational improvements and informed decision-making.
• A passion for developing people through coaching, mentoring, capability building and succession planning.
• Experience leading teams through organisational, technology and process change within a regulated environment.
• Strong stakeholder management and influencing skills, with the ability to build trusted relationships across a broad range of internal and external partners.
• A continuous improvement mindset, with a focus on innovation, operational excellence and technology-enabled ways of working.
• Relevant tertiary qualifications in Financial Planning, Finance, Commerce, Business or a related discipline, together with compliance with applicable financial adviser education and professional standards requirements.
• Alignment with AIA's values and a demonstrated commitment to creating a culture of accountability, integrity, collaboration and customer focus.

Why choose AIA:

At AIA, we’ve made a promise to help people live healthier, longer, better lives. And it starts with our own people.

• Access our training and development to build on your current skills
• Career development through internal mobility opportunities
• Work for a business helping millions of Australians and make a difference to someone’s life everyday
• Access additional leave days a year to recharge and refresh yourself
• Enjoy wonderful Health and Wellbeing initiatives that support you
• Work with supportive and inclusive managers

At AIA Australia, we’re proud to help guide, support and protect the wellbeing of over 3.5 million Australians. As part of the AIA Group - the largest independent publicly listed pan-Asian life insurance group – it is our ambition to engage one billion people to live Healthier, Longer, Better Lives by 2030. Lots of companies like to say they’re different. What makes us truly different at AIA, is the difference we make in people’s lives. We are proud that this difference has been recognised in the 2024 ANZIIF awards by being named Life Insurance Company of the Year.

AIA is different. Are you?