Wealth Support & Implementation Leader

Partners Wealth Group; City of Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Clear career pathways

Annual performance bonus opportunities

Flexible working arrangements

Health & Wellbeing Allowance

Employee Assistance Program (EAP)

Paid parental leave

Staff discounts

Job summary

Partners Wealth Group in Melbourne seeks a Wealth Support Manager to lead PWG's Review and Implementation teams, driving performance, capability, and continuous improvement at scale. You will oversee client service, advice implementation, and post-advice administration to enhance the client and advisor experience.

As a member of the Operations Leadership Team, you will partner with operations leaders to deliver an integrated advice operating model and identify opportunities to improve

Qualifications

• Experience leading advice support, client services or implementation teams in financial planning
• Knowledge of ongoing service obligations and associated processes
• Hands-on experience with advice operations, compliance and licensee requirements
• Proven track record managing a team, SLAs, capacity, development and operational risk

Responsibilities

• Lead and develop high-performing Review and Implementation Associate teams.
• Drive operational performance and continuous improvement initiatives.
• Improve service delivery, workflow efficiency, and team productivity.
• Partner with leaders to identify opportunities for growth and optimisation.
• Foster a culture of accountability, collaboration, and excellence.
• Contribute to the ongoing evolution and scalability of our advice business

Skills

Leadership

Operations leadership

Process improvement

Client service

CRM

Salesforce

Xplan

Education

Diploma of Financial Planning / Financial Services or equivalent

Tertiary qualification in business, finance, commerce or related discipline

Tools

Salesforce

Xplan

Job description

Partners Wealth Group in Melbourne seeks a Wealth Support Manager to lead PWG's Review and Implementation teams, driving performance, capability, and continuous improvement at scale. You will oversee client service, advice implementation, and post-advice administration to enhance the client and advisor experience.

As a member of the Operations Leadership Team, you will partner with operations leaders to deliver an integrated advice operating model and identify opportunities to improve