Practice Development & Client Engagement Manager

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 (ASX:CUP) is one of Australia’s largest professional advisory businesses, supporting a community of more than 500 accounting, wealth and specialist services firms. In FY25 we served over 160,000 clients and delivered group revenue of $144 million — and we’re well advanced in our strategy to become the country’s leading provider of integrated accounting and wealth services.

About the role

We’re looking for a Practice Development & Client Engagement Manager to help the licensed financial advice firms in our GPS Wealth network build stronger, more successful and more valuable businesses.

Reporting to the Head of GPS Wealth, this role blends practice development, business coaching and adviser engagement with ownership of the Game of Money — our market-leading proprietary client engagement framework. You’ll work side by side with advisers and practice leaders to drive business growth, lift client outcomes and strengthen adviser capability, while shaping and scaling a framework that is transforming how advisers communicate the value of advice.

What you’ll do

• Build trusted relationships with advice firms across the GPS Wealth network and support them to grow sustainably.
• Coach firms on operational efficiency, business performance and profitability.
• Lead the ongoing development and enhancement of the Game of Money framework, resources and tools.
• Deliver training workshops, webinars and coaching sessions that build adviser capability and confidence.
• Help advisers embed the framework into their advice process and client engagement model.
• Contribute to our events program, including National Conference and Professional Development Days.
• Champion professionalism, ethical conduct and client-first advice, escalating risks and issues early.

What you’ll bring

• At least 7 years’ experience in financial advice or wealth management.
• A degree in Business, Commerce, Financial Planning or a related discipline.
• Proven experience in practice development, adviser coaching or relationship management, ideally within a licensee or adviser network.
• Strong commercial acumen and a solid grasp of what drives growth and profitability in an advice business.
• Confident facilitation, coaching and presentation skills.
• Experience driving adoption of technology-enabled solutions, projects or change initiatives.
• A genuine passion for helping advisers build better businesses and deliver better client outcomes.

Why Count

• You'll join one a business with genuine market presence and real ambition to lift the outcomes it delivers for clients. Count cares deeply about the firms in its network, the businesses they serve, and the everyday Australians who benefit from quality financial advice.
• At Count, we are committed to fostering your professional development. You'll have the opportunity to work alongside industry leaders and expand your skills and expertise.
• Birthday leave, Corporate Volunteering Days and Fundraising matching, reimbursement for financial planning, and more!
• The ability to make a difference - Through the Count Charitable Foundation, our network contributes over $1.2 million annually to support people and communities in need.

If you’re ready to shape the future of adviser engagement in Australia, we’d love to hear from you.