State Operations Manager

IOOF Holdings Limited; Sydney; Hybrid; AUD 140,000 - 190,000; Full time

Job summary

Shadforth Financial Group in Sydney is seeking a seasoned leader to oversee the Sydney Operations Team, guiding Senior Associate Advisers, Associate Advisors and Client Associates in delivering high-quality client support and compliant advice services.

You will drive standardized processes, partner with National Heads to meet annual targets, mentor talent, and lead initiatives to improve efficiency and client outcomes across the state.

Qualifications

• Leadership experience in financial planning or advice operations.
• Strong knowledge of financial planning.
• Proven experience driving change adoption and embedding new systems.

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 compliant and standardised operational processes across the State, aligning with national frameworks and service standards.
• Partner with the National Head of Operational Transformation and Head of Shadforth to deliver the State's budgets, pledges and targets.
• Track and report State adoption metrics, operational performance and benefits realisation, contributing to national measures.
• 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.

Skills

Leadership experience

Financial planning knowledge

Change management

Compliance & risk management

Team development

Education

Degree in finance, business or management

Job description

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• 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 for100 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. That starts by helping our people feel good about working here. This 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.

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.