Wealth Support Manager

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

We’re looking for a leader who enjoys building capability, improving processes, creating accountability, and helping teams perform at their best.

About Partners Wealth Group

At Partners Wealth Group (PWG), we're proud of the culture we've built and continue to invest heavily in our people, technology, and workplace experience. Through this commitment, we've achieved strong and sustained growth, establishing ourselves as one of Australia's leading providers of financial and business advisory services for high-net-worth individuals, business owners, and organisations.

Our purpose is simple: to help our Clients, Partners, and People unlock a world of possibilities and achieve outcomes beyond what they thought possible. Our continued success has been driven by a unique and integrated service offering that brings together financial, wealth, and business advisory expertise, enabling us to deliver seamless solutions that support every stage of our clients' personal and professional journeys.

Our success and continued growth is built on a values-driven culture where Integrity, Excellence, Accountability, Collaboration and Resilience guide how we work, support one another and deliver for our clients. We are also proud to be a Great Place to Work certified organisation and an AFR Best Places to Work recognised business.

Position Summary

The Wealth Support Manager is responsible for the performance, leadership, and continuous improvement of PWG's Review and Implementation functions. These teams deliver ongoing client service, advice implementation, and post-advice administration at scale, playing a critical role in the overall client and advisor experience.

This is more than a people leadership role. We're looking for a leader who enjoys building capability, improving processes, creating accountability, and helping teams perform at their best. The successful candidate will lead high-performing teams while driving operational excellence, workflow efficiency, and continuous improvement across key service functions.

As a member of the Operations Leadership Team, the Wealth Support Manager partners closely with the operations leaders to deliver an integrated advice operating model and identify opportunities to improve performance, scalability, and service outcomes across the business

Key Responsibilities

This role will suit someone who enjoys identifying opportunities for improvement, driving change, and creating an environment where both people and performance can thrive.

You will have the opportunity to:

• 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

Our Ideal Candidate

You may currently be leading a client service, implementation, operations, advice support, or administration team and are looking for an opportunity to broaden your impact within a growing and evolving business

Experience Requirements

• 2-5 years’ experience leading advice support, client services or implementation teams in financial planning
• Strong working knowledge of ongoing service obligations and associated processes
• Hands-on experience deep knowledge of advice operations, compliance and licensee requirements with CRM and platform/insurance/super provider workflows
• Proven track record managing a team, SLAs, capacity, development and operational risk

Preferred Skills

• Strong people leadership and coaching capability
• Excellent organisation, prioritisation and follow-through
• Confident with data, dashboards and operational reporting
• High attention to detail with a strong quality mindset
• Experience with Salesforce and Xplan (desirable)

Education Requirements

• Tertiary qualification in business, finance, commerce or related discipline (desirable)
• Diploma of Financial Planning / Financial Services or equivalent (desirable)

What We Offer

We're committed to creating an environment where our people can build meaningful and rewarding careers. As a growing business, we invest in our people, recognise high performance, and provide opportunities for our team to develop, progress, and share in our success. with benefits including:

• Clear career pathways, ongoing professional development, and mentoring from experienced leaders
• Annual performance bonus opportunities and access to our Pathway to Equity program
• Flexible working arrangements that support work-life balance
• A Health & Wellbeing Allowance and Employee Assistance Program (EAP) to support your physical, mental, and financial wellbeing
• Paid parental leave and family wellbeing initiatives
• Employee referral bonuses, service recognition program, and a range of staff discounts
• The opportunity to make a genuine impact within a growing, people-focused business that values collaboration, continuous improvement, and excellence

Make a real difference to clients' financial wellbeing and be part of their journey to financial security.