Wealth Practice Growth Manager (Adviser Enablement)

Koda Capital; Sydney; Hybrid; AUD 140,000 - 190,000; Full time

Benefits offered by this job

Learning & development plan

Generous leave

Annual Koda day

Equity opportunity

Phone & wifi allowance

Volunteer days

Allies Program

Endowment program

Job summary

Koda Capital is seeking an experienced Practice Development Manager to support Advisers and their teams across Sydney and Melbourne. This senior Adviser-facing role will help improve day-to-day practice by embedding agreed processes, workflows, tools and support models across the client journey.

Working closely with Advisers, Associates and the Koda project team, this role offers an opportunity to enhance client experience, improve practice performance and support continuous improvement in a

Qualifications

• 10+ years in wealth management or advice-led environments.
• Experience designing or improving practice standards and playbooks.
• Proven ability to train and develop advisers and associates.

Responsibilities

• Embed processes, workflows and tools across the client journey.
• Coach and support Advisers, Associates and managers.
• Improve practice profitability, productivity and client experience.

Skills

Wealth management experience

Coaching and training

Process improvement

CRM and workflow tools

Data-driven thinking

Adviser enablement

Commercial acumen

Tools

CRM software

Job description

Koda Capital is seeking an experienced Practice Development Manager to support Advisers and their teams across Sydney and Melbourne. This senior Adviser-facing role will help improve day-to-day practice by embedding agreed processes, workflows, tools and support models across the client journey.

Working closely with Advisers, Associates and the Koda project team, this role offers an opportunity to enhance client experience, improve practice performance and support continuous improvement in a