Wealth Operations Manager | Financial Planning & Wealth Management

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

Wealth Operations Manager | Financial Planning & Wealth Management

Lead People. Drive Performance. Shape the Future of Wealth Management.

Are you an experienced financial planning operations professional ready to take the next step into a role where you can genuinely influence how a business operates?

Our client is a highly regarded, growing financial services group with an established reputation for delivering exceptional advice and wealth management solutions to high-net-worth individuals, business owners and organisations.

Recognised as one of Australia's Best Places to Work and Great Place to Work certified, the business has built a culture centred around collaboration, accountability, professional excellence and investing in its people.

An exciting opportunity has become available for a Wealth Support Manager in St Kilda to join its Operations Leadership Team, taking ownership of two critical functions within the business: ongoing client service and advice implementation.

This is more than a traditional operations management position. It's an opportunity to lead people, influence business performance, drive meaningful improvements and contribute to the continued growth of an established wealth management group.

The Opportunity

As Wealth Support Manager, you will oversee the performance, development and continuous improvement of the business's Review and Implementation teams.

Working closely with senior operational leaders, Financial Advisers and the broader advice team, you will ensure the delivery of financial advice is efficient, accurate, compliant and consistently aligned with exceptional client service.

You’ll have the opportunity to influence how teams operate, introduce smarter processes, improve workflows and build a high-performing environment where people can thrive.

For someone who enjoys combining people leadership with operational strategy, this position offers genuine scope to make an impact.

What You’ll Be Doing

People Leadership & Team Development

• 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.

Operational Management & Performance

• 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.

Client Experience & Compliance

• 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.

Business Improvement & Collaboration

• 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.

About You

• 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.

Most importantly, you'll be someone who enjoys taking ownership, building strong relationships and creating an environment where both people and processes perform at their best.

Why Join?

Our client understands that great businesses are built by great people, and has created an environment that supports professional development, collaboration and long-term success.

Here's what makes this opportunity stand out:

• Leadership opportunity: Take ownership of key operational functions and play an important role within the Operations Leadership Team.
• Growing business: Join an established financial services group near St Kilda experiencing continued growth and investment.
• Award-winning culture: Be part of a business recognised among Australia's Best Places to Work.
• Professional development: Access opportunities to strengthen your leadership capabilities and develop your career.
• Flexible working conditions: Benefit from a business that values flexibility and a positive workplace environment.
• Genuine influence: Have the opportunity to shape processes, improve operational performance and contribute to business decisions.
• Collaborative leadership: Work closely with experienced professionals across financial planning, paraplanning and business operations.
• Long-term career potential: The opportunity to grow into a core leadership position within the business.
• Potential equity participation: For the right person, there may be an opportunity to participate in the business's Equity Participation Program over the longer term.

An Opportunity to Make Your Mark

This position will suit someone who has already built a strong foundation in financial planning operations and is looking for a role with greater ownership, influence and long-term opportunity.

Whether you're currently an Operations Manager, Client Services Manager, Advice Support Manager or an experienced Team Leader ready for greater responsibility, we'd welcome a confidential conversation.

If you enjoy leading people, improving processes and making a genuine difference to the performance of a business, this could be the next step you've been looking for.

All applications and enquiries will be treated confidentially.