Adviser Assistants Team leader - Wealth Management

Anton Murray Consulting; Sydney; Sur place; AUD 140 000 - 190 000; Plein temps

Résumé du poste

Anton Murray Consulting in Sydney CBD seeks an experienced Adviser Assistants Team Leader – Wealth Management on a long-term contract basis. You will oversee a team of adviser assistants, support wealth management advisers, and drive operational excellence while maintaining high standards of client service.

The role focuses on people leadership, process optimization and stakeholder engagement to ensure scalable, high-performing teams that deliver exceptional client outcomes.

Qualifications

• Minimum 5+ years’ experience in wealth management or related financial services environment.
• Experience supervising adviser assistants or similar support roles.
• Strong knowledge of wealth management processes and regulations.
• Excellent interpersonal and communication skills.
• Proven organisational and time management abilities.
• Discretion with handling sensitive client and business information.
• Proficiency with relevant software systems and financial platforms.

Responsabilités

• Lead, supervise and mentor a team of adviser assistants in wealth management.
• Oversee scheduling, workload allocation and resource planning for the team.
• Conduct performance reviews and identify training needs.
• Support wealth management advisers with administrative and operational support.
• Maintain high standards of client service and oversee quality of work.
• Develop and implement standard operating procedures for adviser assistant functions.
• Handle escalated issues and complex client enquiries.
• Collaborate with other departments to improve efficiency.
• Monitor compliance with regulations and internal policies.
• Report on team performance and contribute to strategic planning.

Connaissances

Team leadership

Wealth management

Client service

Regulatory knowledge

Stakeholder management

Communication

Attention to detail

Discretion

Formation

Financial services qualifications

Outils

Financial software

Description du poste

Adviser Assistants Team leader - Wealth Management

We are seeking an experienced Adviser Assistants Team Leader – Wealth Management to join our clients team on a long-term contract basis in Sydney CBD.

This is a strategic leadership position within our wealth management division, where you will oversee and develop a team of adviser assistants whilst maintaining direct involvement in client-facing wealth management activities. This role is pivotal in ensuring operational excellence, team performance and the delivery of outstanding client outcomes. You will report directly to senior management and play a key role in driving efficiency and professional standards across the adviser assistant function.

The role is accountable for ensuring the business is supported by scalable, high-performing teams that deliver exceptional service. Leading these teams requires a versatile and experienced leader capable of balancing people leadership, operational execution, and strategic priorities while navigating complex stakeholder environments. Success in the role depends on the ability to build trusted relationships, influence outcomes through effective communication and diplomacy, and bring together diverse stakeholders to achieve shared business objectives. The role plays a key part in ensuring the broader business can operate effectively and sustainably as it continues to grow.

Key responsibilities

• Lead, supervise and mentor a team of 10 adviser assistants, providing clear direction, performance feedback and professional development opportunities
• Manage team scheduling, workload allocation and resource planning to ensure optimal productivity and service delivery
• Conduct regular performance reviews and identify training needs to enhance team capability and career progression
• Support wealth management advisers by ensuring their assistant teams provide comprehensive administrative and operational support
• Maintain high standards of client service by overseeing the quality of work produced by the team
• Develop and implement standard operating procedures and best practices for adviser assistant functions
• Handle escalated issues and complex client enquiries requiring senior-level attention
• Collaborate with other departments to streamline processes and improve efficiency
• Monitor compliance with regulatory requirements and internal policies within your team
• Report on team performance metrics and contribute to strategic planning for the wealth management division

Qualifications and Experience:

• Minimum 5+ years’ experience in wealth management or a related financial services environment
• Demonstrated experience in a supervisory or team leadership role, ideally managing adviser assistants or similar support functions
• Strong knowledge of wealth management processes, investment products and financial services regulations
• Excellent interpersonal and communication skills with the ability to lead, motivate and develop team members
• Proven organisational and time management abilities with capacity to manage multiple priorities
• High level of professionalism and discretion when handling sensitive client and business information
• Proficiency with relevant software systems and financial platforms commonly used in wealth management
• Strong attention to detail and commitment to accuracy in all administrative functions
• Ability to work effectively both independently and collaboratively within a team environment
• Relevant financial services qualifications or certifications (such as ASIC or industry-recognised credentials) are highly desirable