Advice Manager

Bank of New Zealand; Auckland; On-site; NZD 150,000 - 190,000; Full time

Job summary

The Bank of New Zealand (BNZ) is seeking an experienced Advice Manager to join our Wealth Insurance and Product Governance team in Auckland CBD. You will shape BNZ’s advice capability, improving processes, customer journeys and operating models across banking, wealth and insurance products.

Working with the Head of Advice and key stakeholders, you’ll lead design and delivery of advice programmes, ensure compliance, and drive positive adviser and customer outcomes through innovative change.

Qualifications

• 5+ years’ experience in financial advice development or advisory support.
• Designing and implementing customer-focused advice processes and journeys.
• Strong understanding of NZ financial services and wealth/insurance products.
• Experience leading change initiatives in complex environments.

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 development

Advisory support

Stakeholder management

Change initiatives

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.

MōteTūōnga| About the Role

We’relooking for an experiencedAdvice Manager to join ourWealth Insurance and Product Governanceteamandhelp shapethe future of BNZ’s advice capability.This role will be based in our Auckland CBD office.

Working closely with the Head of Advice andkeystakeholders,you’llbring fresh thinking to improveadvice processes, customer journeys and operating models across banking,wealthand insurance products.You’llalsosupportadvice-relatedchange,quality assurance, andopportunities touseinnovation and technologyto improveadviser andcustomeroutcomes.

Thisisagreat opportunityforsomeone who enjoyssolving problems creatively,learning as they go,bringing people together,and deliveringchangethat makes a real difference forcustomers.

WhatYou’ll Be 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’dlove to hear fromexperienced advice professionalswho are curious, creative,open to learning,andpassionate about finding better ways to delivergreat customer outcomes.

o 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.


• Criticalthinking skills, with the ability toexplorenew ideasandmake sound recommendations in evolving situations.


• A growth mindset, with apassion for improving customer outcomes throughcreative problem solving,processoptimisation,innovationand technology.


• A Level 5 Certificate in Financial Services, or equivalentis essential

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

This is an exciting opportunityto 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. If you’re ready tojoin a fun organisation where we are proud of our culture and how we are helping New Zealander’s to ‘Find their way’.

“Ehara taku toa i te toa takitahi, nanging 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.