Advice Manager

BNZ

Auckland

Hybrid

NZD 120,000 - 160,000

Full time

8 days ago
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Job summary

BNZ is seeking an experienced Advice Manager to join our Wealth Insurance and Product Governance team in Auckland CBD. You’ll shape the future of BNZ’s advice capability by improving processes, customer journeys and operating models across banking, wealth and insurance products, while supporting change initiatives and compliance.

You’ll collaborate with the Head of Advice and key stakeholders to deliver high-impact adviser experiences, quality assurance and innovative solutions for customers.

Qualifications

  • Minimum of 5 years’ experience in financial advice development or advisory support.
  • Experience designing and implementing customer-focused advice processes and journeys.
  • Strong understanding of New Zealand financial services, financial advice regulation, and wealth/insurance products.
  • Experience leading or supporting change initiatives across complex environments.
  • Level 5 Certificate in Financial Services (essential) or equivalent.

Responsibilities

  • Lead advice process design, implementation and continuous improvement initiatives.
  • Support the delivery of advice-related programmes.
  • Maintain and enhance quality assurance frameworks and reporting.
  • Manage advice knowledge content to ensure it remains accurate, current and compliant.
  • Identify opportunities to improve adviser experience, operational efficiency and customer outcomes.
  • Collaborate with BNZ stakeholders to support customer proposition development and delivery.
  • Support the Head of Advice and act as a delegate when required.

Skills

Stakeholder management
Communication skills
Change management
Critical thinking
Problem solving

Education

Level 5 Certificate in Financial Services

Job description

Worker Type: Permanent


Here at BNZ, it's about more than just banking. We work together in an agile, energising environment to create innovative solutions through our promise \"If you can imagine a better future, let's find a way.\" We support wellbeing, flexible working and have a generous leave offering. There is the opportunity for growth, learning and career development. No two days are the same.


About the Role

We're looking for an experienced Advice Manager to join our Wealth Insurance and Product Governance team and help shape the future of BNZ’s advice capability. This role will be based in our Auckland CBD office. Working closely with the Head of Advice and key stakeholders, you’ll bring fresh thinking to improve advice processes, customer journeys and operating models across banking, wealth and insurance products. You’ll also support advice-related change, quality assurance, and opportunities to use innovation and technology to improve adviser and customer outcomes. This is a great opportunity for someone who enjoys solving problems creatively, learning as they go, bringing people together, and delivering change that makes a real difference for customers.


What You’ll Be Responsible For


  • Leading advice process design, implementation and continuous improvement initiatives.

  • Supporting the delivery of advice-related programmes.

  • Maintaining and enhancing quality assurance frameworks and reporting.

  • Managing advice knowledge content to ensure it remains accurate, current and compliant.

  • Identifying opportunities to improve adviser experience, operational efficiency and customer outcomes.

  • Collaborating with stakeholders across BNZ to support customer proposition development and delivery.

  • Supporting the Head of Advice and acting as a delegate when required.


What You’ll Bring


  • o be successful in this role, you’ll ideally bring:

  • A minimum of 5 years’ experience in financial advice development, advisory support or a similar role.

  • Proven success designing and implementing customer-focused advice processes, customer journeys and operating models.

  • A strong understanding of New Zealand financial services, financial advice regulation, and wealth and insurance products.

  • Excellent stakeholder management, influencing and communication skills.

  • Experience leading or supporting change initiatives across complex environments.

  • Critical thinking skills, with the ability to explore new ideas and make sound recommendations in evolving situations.

  • A growth mindset, with a passion for improving customer outcomes through creative problem solving, process optimisation, innovation and technology.

  • A Level 5 Certificate in Financial Services, or equivalent is essential


Come to the Bank of New Zealand

This is an exciting opportunity to join us! We’re bold thinkers who are taking brave steps to create a company that people want to work for, and customers want to bank with. “Ehara taku toa i te toa takitahi, kandi he toa takitini\" - Success is not the work of an individual, but the work of many.”


Closing Date: 09 September 2026


Applications will be reviewed regularly across the advertising period, but we do reserve the right to close applications early.


We're the bank for New Zealand. Our purpose is to serve customers well and help our communities prosper. Every day we find ways for our customers, our people, and our communities to thrive through strong values, diverse teams, and great people - just like you.

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