Wealth Operations Leader — Flexible Work & Growth Path

Integrate Recruitment; Melbourne; Hybrid; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Flexible working conditions

Leadership opportunity

Equity participation potential

Job summary

Integrate Recruitment is seeking a Wealth Operations Manager in Melbourne to lead two critical functions in our established wealth management group. You will oversee ongoing client reviews and the implementation of advice, driving efficiency, compliance and exceptional service.

You will partner with senior leaders to design scalable processes, develop high-performing teams and deliver measurable improvements in client outcomes.

Qualifications

• Experience leading Client Services, Advice Support, Implementation or Operations teams within financial planning or wealth management.
• Strong knowledge of the financial advice process, including ongoing service obligations, advice implementation and client review requirements.
• Demonstrated experience managing workflows, team performance, service standards and operational risk.
• Strong people leadership skills, with the ability to coach, develop and motivate teams.
• A proactive approach to identifying inefficiencies and implementing practical improvements.
• An understanding of financial planning compliance and regulatory requirements.
• Confidence working with operational reporting, KPIs and performance data.
• Excellent communication, organisational and problem-solving skills.
• Experience with Xplan and Salesforce would be highly regarded.
• Relevant qualifications in finance, business, commerce or financial planning would be advantageous.

Responsibilities

• Lead, support and develop the Review and Implementation teams.
• Coach team members, build capability and encourage a culture of accountability and continuous improvement.
• Oversee team performance, workload allocation and capacity planning.
• Support recruitment, onboarding and professional development initiatives.
• Identify opportunities to improve team structures, processes and service delivery.
• Oversee the delivery of ongoing client reviews, ensuring service obligations and agreed timeframes are consistently met.
• Manage advice implementation workflows across investments, superannuation, insurance and platform transactions.
• Monitor operational KPIs, service standards, workflow efficiency and quality controls.
• Identify bottlenecks, implement solutions and improve operational performance.
• Maintain accurate workflow tracking and reporting across financial planning systems.
• Work collaboratively with other operational leaders to streamline processes and improve efficiency.
• Ensure clients receive a consistently high standard of service throughout the advice implementation and ongoing review process.
• Manage escalated client matters and support the resolution of complex operational issues.
• Maintain strong compliance processes, internal controls and documentation standards.
• Support audit, risk management and regulatory compliance requirements.
• Drive improvements that strengthen both the client and Adviser experience.
• Partner with senior leaders to improve the efficiency and scalability of the advice process.
• Contribute to operational projects, system enhancements and business improvement initiatives.
• Use reporting and performance insights to support informed operational decisions.
• Help shape an integrated and collaborative approach to financial planning operations.

Skills

People leadership

Process improvement

Operational planning

Client service

Compliance knowledge

Education

Finance/business/commerce degree

Financial planning qualification advantageous

Tools

Xplan

Salesforce

Job description

Integrate Recruitment is seeking a Wealth Operations Manager in Melbourne to lead two critical functions in our established wealth management group. You will oversee ongoing client reviews and the implementation of advice, driving efficiency, compliance and exceptional service.

You will partner with senior leaders to design scalable processes, develop high-performing teams and deliver measurable improvements in client outcomes.