Strategic Operations Leader – Financial Planning

FAAA; Perth; On-site; AUD 110,000 - 170,000; Full time

Benefits offered by this job

Amazing team

Impactful role

Progressive workplace

Wellbeing focus

Lead change

Job summary

The Wealth Designers in West Perth is seeking an experienced Operations Manager to lead day-to-day operations, driving structure and accountability across client service, administration and support teams.

Reporting to the COO, you will blend people, process, technology and performance to deliver high-quality financial planning services, build capable teams and lead change in a dynamic environment.

Qualifications

• Experience leading ops in financial planning or wealth management.
• Experience leading multidisciplinary teams across client service, compliance and operations.
• Proven track record of leading operational change, business integration and technology implementation.
• Strong workflow management and process improvement capabilities.
• Solid understanding of financial planning operations, compliance and client service.
• Good commercial acumen with budgets and KPIs.
• Excellent leadership and stakeholder management skills.
• Ability to coach, motivate and develop team leaders.
• High technology literacy, familiar with Microsoft apps and CRM/finance systems.
• Resilience and adaptability to lead in a fast-changing environment.

Responsibilities

• Lead day-to-day operations across client service, administration and operational support.
• Oversee workflow, resource planning and back-office functions to improve performance and client outcomes.
• Establish service standards, workflows and KPIs across operational teams.
• Coach and develop team leaders, building accountability and leadership capability.
• Monitor service delivery and address issues affecting quality or timeliness.
• Work with advisers and managers to remove operational barriers and improve productivity.
• Lead continuous improvement initiatives to simplify processes and reduce turnaround times.
• Support regulatory and operational compliance with external compliance manager.
• Support risk management, audits, breaches, complaints and governance.
• Oversee the implementation and optimisation of CRM, workflow and financial planning systems.
• Champion automation, AI and digital solutions to improve efficiency and data accuracy.
• Contribute to workforce planning, recruitment, onboarding and succession planning.

Skills

Operations management

Team leadership

Operational change

Workflow management

Financial planning operations

Budgets and KPIs

Leadership and communication

Coaching and development

Technology literacy

Adaptability

Tertiary qualification

Education

Relevant tertiary qualification

Job description

The Wealth Designers in West Perth is seeking an experienced Operations Manager to lead day-to-day operations, driving structure and accountability across client service, administration and support teams.

Reporting to the COO, you will blend people, process, technology and performance to deliver high-quality financial planning services, build capable teams and lead change in a dynamic environment.