Practice Development Manager

Koda Capital Pty Ltd; Sydney, City of Melbourne; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Learning & development plan

Generous leave provisions

Koda day

Opportunity to earn equity

Monthly phone & Wi-Fi allowance

Volunteer days

Allies & Endowment programs

Job summary

Koda Capital Pty Ltd is seeking an experienced Practice Development Manager to join our teams in Sydney and Melbourne. This senior adviser-facing role will embed processes, workflows, tools and support models across the client journey.

Working with Advisers, Associates and stakeholders, you will help enhance client experience, practice performance and adviser enablement while supporting continuous improvement in our independent wealth management firm.

Qualifications

• 10+ years' experience in wealth management, financial advice, professional services or a related advice-led environment.
• Strong facilitation, coaching and communication skills.
• Experience contributing to process improvement, workflow design, playbooks or adoption programs.
• Comfort working with CRM, workflow tools and data to improve visibility, adoption and accountability.

Responsibilities

• Embed agreed processes, workflows, tools and support models across the client journey.
• Train, support and constructively challenge advisers and associates.
• Collaborate with Advisers, Associates and key stakeholders to improve practice performance and client experience.

Skills

Coaching & training

CRM & workflow tools

Continuous improvement

Wealth management experience

Tools

CRM systems

Workflow tools

Job description

Are you an experienced wealth management or advice professional who enjoys helping Advisers and their teams operate more consistently, productively and commercially?

We are actively seeking a motivated and experienced Practice Development Manager to join our teams based in both Sydney and Melbourne. This senior Adviser-facing role will help improve day-to-day practice by embedding agreed processes, workflows, tools and support models across the client journey.

Working closely with Advisers, Associates, key stakeholders and the Koda project team, this role offers an exceptional opportunity for someone who is passionate about enhancing our client experience, improving practice performance, strengthening adviser enablement and supporting continuous improvement in a growing, independent wealth management firm.

What you will bring ...

• A genuine interest in helping Advice teams improve consistency, capacity, client experience and commercial outcomes.
• Strong facilitation, coaching and communication skills, with the confidence to train, support and constructively challenge advisers and associates.
• A continuous improvement mindset and the ability to identify friction, unnecessary variation and opportunities to simplify the way work gets done.
• Comfort working with CRM, workflow tools and data to improve visibility, adoption and accountability.
• 10+ years' experience in wealth management, financial advice, professional services or a related advice-led environment.
• Experience contributing to process improvement, workflow design, practice standards, playbooks, training materials or adoption programs.
• Strong commercial acumen across pipeline management, practice profitability, adviser productivity, client segmentation and business planning.
• Experience coaching or developing Advisers, Associates, managers or professional services teams.

Koda is a place for people who want to make a meaningful impact on clients, on each other and on the community. We bring together ambitious self-starters who thrive with autonomy, work collaboratively and take pride in shared ownership.

At Koda, you are trusted, supported and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.

Our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.

At Koda, we believe investors deserve genuinely independent advice and the better outcomes that come with it. That's why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients' goals and access every potential opportunity for better outcomes.

And there's more............

• Sydney and Melbourne CBD locations.
• A learning and development plan tailored for your career ambitions and pathway.
• Generous leave provisions.
• Annual Koda day.
• An opportunity to earn into equity and participate in the future success of the firm as a business owner.
• Monthly mobile phone and wi-fi allowance.
• Two paid volunteer days to give back to your community.
• Opportunities to participate in Koda's Allies Program and Koda's Endowment, enabling Koda team members to connect with and support the communities around us.

And lots of elephants... we can explain at your interview