Partnerships & Operations Manager, Onboarding & Automation

Job Capital

Sydney

On-site

AUD 110,000 - 150,000

Full time

14 days+

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Job summary

Job Capital seeks an experienced Partnerships Manager to optimize operational processes, enhance partner onboarding, and streamline client workflows within a growing financial services firm. You will collaborate with operations, compliance, technology and executives to strengthen controls and support business growth.

You will analyse existing structures, review onboarding and commission processes, and drive automation with IT and vendors.

Qualifications

Bachelor's degree or higher in Commerce, Finance, Business Analysis or a related discipline.
Minimum 2 years' relevant experience in operational process improvement within financial services, fintech or online brokerage.
Strong business analysis, process mapping and documentation skills.
Advanced Excel skills and experience with SQL, Power BI or similar reporting tools.
Understanding of CFD/FX brokerage operations and Australian financial services regulations.
Excellent communication, analytical and stakeholder management skills.

Responsibilities

Analyse existing business structures, workflows and operational procedures to identify opportunities for improvement.
Review partner onboarding, commission processing, client onboarding and partner support processes.
Identify inefficiencies, process gaps and opportunities for automation.
Develop and recommend improved business processes, systems and operating procedures.
Prepare business cases, reports and recommendations for senior management.
Coordinate the implementation of operational improvements, including staff training and process documentation.
Work with IT teams and vendors to improve CRM, partner portals and commission systems.
Develop performance indicators and reporting dashboards to monitor operational effectiveness.
Ensure processes align with ASIC, AFSL and AML/CTF regulatory requirements.