Adviser Practice Growth & Client Engagement Coach

Count Group; Sydney; On-site; AUD 150,000 - 210,000; Full time

Benefits offered by this job

Birthday leave

Corporate volunteering Days

Fundraising matching

Reimbursement for financial planning

Job summary

Count invites an experienced Practice Development & Client Engagement Manager to empower GPS Wealth partner firms across Australia. Reporting to the Head of GPS Wealth, you’ll blend coaching, business development and adviser engagement to lift client outcomes and grow profitable practices.

You’ll lead training, shape the Game of Money framework, deliver workshops and help advisers embed it into their process while maintaining high professional standards and client-first advice.

Qualifications

• 7+ years of experience in financial advice or wealth management.
• Degree in Business, Commerce, Financial Planning, or related field.
• Proven practice development or adviser coaching experience.
• Strong commercial acumen and profitability drivers in an advisory business.
• Excellent facilitation and presentation skills.
• Experience with technology-enabled change initiatives.
• Passion for helping advisers build better businesses and outcomes.

Responsibilities

• Build trusted relationships with advice firms across the GPS Wealth network.
• Coach firms on operational efficiency, business performance and profitability.
• Develop and enhance the Game of Money framework, resources and tools.
• Deliver training workshops, webinars and coaching sessions.
• Help advisers embed the framework into their advice process and client engagement model.
• Contribute to events program, including National Conference and PD Days.
• Champion professionalism, ethical conduct and client-first advice.

Skills

Financial advice experience

Wealth management

Adviser coaching

Relationship management

Presentation skills

Technology adoption

Business acumen

Education

Degree in Business/Commerce/Financial Planning

Job description

Count invites an experienced Practice Development & Client Engagement Manager to empower GPS Wealth partner firms across Australia. Reporting to the Head of GPS Wealth, you’ll blend coaching, business development and adviser engagement to lift client outcomes and grow profitable practices.

You’ll lead training, shape the Game of Money framework, deliver workshops and help advisers embed it into their process while maintaining high professional standards and client-first advice.