Growth & Transition Lead for Wealth Platform Expansion

Infocus Wealth Management; Sydney; On-site; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Team activities and events

Capability development

Employee Assistance Program (EAP)

AIA Vitality membership

Life and TPD insurance

Contribution towards Financial Advice

Birthday and milestone recognition

Job summary

Infocus Wealth Management is seeking a commercially minded Growth & Transition Manager to identify and progress Platformplus growth opportunities and coordinate end-to-end transitions of suitable clients and assets onto the platform. Based in Sydney, this full-time role combines business development, key account and relationship management, and practical transition delivery.

You will work closely with Member Firms and internal specialists to take opportunities from initial qualification through

Qualifications

• Experience in business development, key account management, relationship management or platform distribution.
• Knowledge of Australian wealth platforms, superannuation and investments is advantageous.
• Strong commercial, analytical and problem‑solving skills with ability to progress opportunities.
• Ability to coordinate multi‑stakeholder activity and manage competing priorities.
• Excellent written and verbal communication with attention to detail and follow‑through.

Responsibilities

• Identify, qualify and progress Platformplus growth opportunities with Member Firms.
• Manage a structured opportunity pipeline from initial engagement through assessment, transition and conversion.
• Coordinate transition plans, milestones, dependencies, risks, actions and stakeholder communication.
• Build trusted relationships with advisers, practice teams, platform partners and internal stakeholders.
• Use data and commercial insight to prioritise opportunities and support increased platform adoption and funds under administration.
• Help develop repeatable processes, tools, templates and reporting that make transitions simpler and more scalable.
• Identify and resolve transition barriers while ensuring legal, regulatory, privacy, risk and compliance requirements are met.

Skills

Business development

Key account management

Relationship management

Platform distribution

Education

RG146 or project management qualification

Tools

CRM systems

Microsoft 365

Job description

Infocus Wealth Management is seeking a commercially minded Growth & Transition Manager to identify and progress Platformplus growth opportunities and coordinate end-to-end transitions of suitable clients and assets onto the platform. Based in Sydney, this full-time role combines business development, key account and relationship management, and practical transition delivery.

You will work closely with Member Firms and internal specialists to take opportunities from initial qualification through