Advice Manager

Bank of New Zealand; Auckland; On-site; NZD 120,000 - 160,000; Full time

Job summary

Bank of New Zealand seeks an experienced Advice Manager to join our Wealth & Advice team in the Auckland CBD. You will shape and transform advice processes, customer journeys and operating models across banking, wealth and insurance products, driving change that improves adviser and customer outcomes.

This role requires 5+ years in financial advice development, strong stakeholder management, and a Level 5 Certificate in Financial Services.

Qualifications

• Minimum of 5 years’ experience in financial advice development, advisory support or a similar role.
• Proven experience designing and implementing customer-focused advice processes, journeys and operating models.
• Strong understanding of New Zealand financial services, financial advice regulation, and wealth/insurance products.
• Excellent stakeholder management, influencing and communication skills.
• Experience leading or supporting change initiatives across complex environments.
• Growth mindset with a passion for improving customer outcomes through creative problem solving.

Responsibilities

• 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.

Skills

Advice process design

Programme delivery support

Quality assurance frameworks

Knowledge management content

Stakeholder management

Change initiatives leadership

Critical thinking

Growth mindset

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.

MōteTūranga| About the Role

We’re looking for an experienced Advice Manager to join our Wealth & Advice 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 and transform 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.

WhatYou’llBe Responsible For

• Leading advice process design,implementationand continuous improvement initiatives.
• Supporting the delivery of advice-relatedprogrammes.
• Maintaining and enhancing quality assurance frameworks and reporting.
• Managingadviceknowledge content to ensure itremainsaccurate,currentand compliant.
• Identifyingopportunities to improve adviser experience, operationalefficiencyand customer outcomes.
• Collaborating with stakeholders across BNZ to support customer proposition development and delivery.
• Supporting the Head of Advice and acting as a delegate whenrequired.

Nāuterourou| WhatYou’llBring

We’d love to hear from experienced advice professionals who are curious, creative, open to learning, and passionate about finding better ways to deliver great customer outcomes.

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

• A minimum of 5 years’ experiencein financial advice development, advisorysupportor a similar role.
• Provensuccessdesigning and implementing customer-focused advice processes, customerjourneysand operating models.
• A strong understanding of New Zealand financial services, financial advice regulation, and wealth and insurance products.
• Excellent stakeholder management,influencingand 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

Nau Mai kitePēkeo Aotearoa | Come to the Bank of New Zealand

Ehara taku toa i te toa takitahi, engari he toa takitini” - Success is not the work of an individual, but the work of many.

Closing Date: 10 November 2026

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