Practice Development & Client Engagement Manager

Count Limited; Sydney; On-site; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Birthday leave

Corporate volunteering days

Fundraising matching

Professional development opportunities

Reimbursement for financial planning

Job summary

Count Limited is seeking a Practice Development & Client Engagement Manager to help GPS Wealth advisers build stronger, more valuable businesses. You will drive growth, lift client outcomes and enhance adviser capability while evolving our Game of Money client engagement framework.

Reporting to the Head of GPS Wealth, you will coach firms, deliver workshops and embed the framework into the advice process to improve client engagement and profitability across the network.

Qualifications

• 7+ years' experience in financial advice or wealth management.
• Proven experience in practice development or adviser coaching.
• Strong commercial acumen and ability to drive growth.
• Confident in facilitation and delivering presentations.
• Experience with technology-enabled change initiatives.

Responsibilities

• Build trusted relationships with advice firms across GPS Wealth.
• Coach firms on operational efficiency, performance and profitability.
• Lead ongoing development of the Game of Money framework and tools.
• Deliver training workshops, webinars and coaching sessions.
• Embed the framework into advisers' processes and client engagement.
• Contribute to events including National Conference and PD Days.
• Champion professionalism and client-first advice with early risk escalation.

Skills

Commercial acumen

Facilitation & coaching

Presentation skills

Change management

Education

Business / Commerce / Financial Planning degree

Job description

Practice Development & Client Engagement Manager

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.

Key responsibilities

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

About you

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

About us

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.

Birthday leave, Corporate Volunteering Days and Fundraising matching

Reimbursement for financial planning

Professional development opportunities working alongside industry leaders

The ability to make a difference through the Count Charitable Foundation, which contributes over $1.2 million annually to support people and communities in need