Senior Wealth Practice Development Lead – Equity Eligible

Koda Capital; City of Melbourne; On-site; AUD 170,000 - 250,000; Full time

Benefits offered by this job

Generous leave provisions

Equity participation opportunities

Volunteer days

Monthly mobile plus Wi‑Fi allowance

Job summary

Koda Capital is seeking an experienced Practice Development Manager to elevate Adviser teams across Melbourne and Sydney. You will embed processes, workflows and tools along the client journey, partnering with Advisers, Associates and the project team.

This senior role involves coaching, playbook design and adoption programs to improve consistency, capacity and commercial outcomes, while driving continuous improvement in a growing wealth management firm.

Qualifications

• 10+ years in wealth management or professional services.
• Strong facilitation, coaching and communication skills with the confidence to train advisers and associates.
• Continuous improvement mindset with ability to identify friction and simplify work processes.
• Comfort working with CRM, workflow tools and data to improve visibility and accountability.
• Experience contributing to process improvement, workflow design, playbooks or adoption programs.
• Strong commercial acumen across pipeline management, profitability and adviser productivity.
• Experience coaching or developing Advisers, Associates, managers or professional services teams.

Responsibilities

• Embed agreed processes, workflows, tools and support models across the client journey.
• Improve day-to-day practice to increase consistency and productivity.
• Support Advisers and Associates and work with the Koda project team for improvements.
• Coach and develop Advisers and professional services teams.
• Drive continuous improvement in practice performance and client experience.

Skills

Facilitation

Coaching

Communication

Process improvement

CRM experience

Workflow tools

Adviser enablement

Data analysis

Tools

CRM software

Workflow tools

Data analytics tools

Job description

Koda Capital is seeking an experienced Practice Development Manager to elevate Adviser teams across Melbourne and Sydney. You will embed processes, workflows and tools along the client journey, partnering with Advisers, Associates and the project team.

This senior role involves coaching, playbook design and adoption programs to improve consistency, capacity and commercial outcomes, while driving continuous improvement in a growing wealth management firm.