State Operations Manager

Insignia Financial; Sydney; On-site; AUD 140,000 - 190,000; Full time

Job summary

Shadforth Financial Group in Sydney is seeking a seasoned leader to manage the Sydney Operations Team. You will oversee Senior Associate Advisers, Associate Advisors, and Client Associates, ensuring high‑quality client support and technical advice delivery, in alignment with national standards.

You will champion process improvements, develop talent, and lead initiatives to enhance client service and operational efficiency across the state.

Qualifications

• Proven leadership in financial services operations.
• Strong knowledge of financial planning processes and compliance.
• Experience driving change and embedding new systems.
• Ability to build and mentor high-performing teams.

Responsibilities

• Lead and develop the Sydney Operations Team and associated roles.
• Deliver compliant, standardised operational processes across NSW.
• Partner with National Head to meet budgets, pledges and targets.
• Track adoption metrics and benefits realization for the state.
• Recruit, train and mentor talent; manage training programs.
• Identify process improvements and lead cross-functional projects.
• Drive a high performing culture within the team.

Skills

Leadership experience

Financial planning knowledge

Change adoption experience

Compliance knowledge

Team development

Education

Degree in finance, business or management

Job description

• Manage the Sydney Operations Team for Shadforth Financial Group

Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.

• Permanent Position
• Sydney Location
• Manage the Sydney Operations Team for Shadforth Financial Group

Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.

At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people's skills and offering careers, not just jobs.

The opportunity to join our team

Great opportunity to lead the client support and operational teams in Sydney. You will lead a large team of Senior Associate Advisers (SAA) Associate Advisors (AAs) and Client Associates (CAs) who provide high-quality support and technical assistance.

Key Responsibilities

• Lead and develop the team to provide expert support and technical assistance across the preparation of advice, implementation of advice and ongoing assistance with managing clients
• Deliver consistent, compliant and standardised operational processes across the State, adopting and enforcing the national frameworks and service standards set by the National Head of Operational Transformation.
• Partner with the National Head of Operational Transformation and Head of Shadforth to deliver the State's annual budgets, pledges and targets
• Track and report State adoption metrics, operational performance and benefits realisation, contributing to the national measures owned by the National Head of Operational Transformation.
• Recruit, train and mentor talent, managing the training and development program to build a high-performing team.
• Identify and implement improvements to processes
• Lead and proactively get involved in projects
• Manage the training and development program of team

What you will bring

• Solid leadership experience in financial planning or advice operations, with a track record of leading and developing high-performing teams.
• Strong technical knowledge in financial planning
• Proven experience driving change adoption and embedding new systems, processes and operating models into business-as-usual.
• Ability to drive a high performing culture
• Knowledge of compliance and risk management governing financial planning
• Degree in finance, business or management

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it "putting our fingerprints on the future".

Showing up for every Australian

We’re one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.