Remote AI-Driven Practice Manager — Financial Planning Ops

BMG Outsourcing Inc.; Philippines; On-site; PHP 120,000 - 180,000; Full time

Benefits offered by this job

Company laptop and second monitor

Free HMO

Team celebrations and year-end events

Welcome gift

Coffee session on Day 1

Company shuttle service

Free meals and snacks

DOLE mandated leave

Job summary

BMG Outsourcing Inc. is seeking a dynamic Practice Manager to lead operations and drive the technology evolution, including AI-assisted workflows, for their AU-focused financial planning and mortgage broking practice.

You will own day-to-day operations, manage onboarding, ensure AFSL-compliant processes, and optimize the Xplan/Worksorted/Marloo stack while integrating AI tools to automate repetitive tasks and improve document quality.

Qualifications

• At least 5 years in Senior Paraplanner, Senior Financial Planning Assistant, Practice Manager, or Operations Lead in AU Financial Planning.
• Solid understanding of Australian financial planning regulations, AFSL standards, FDS obligations, and SOA/ROA preparation.
• Enthusiastic about technology and AI, with a drive to implement tools that increase operational efficiency.
• AU experience is a must.

Responsibilities

• Oversee day-to-day operations across financial planning and mortgage broking service lines to ensure compliant, high-quality delivery.
• Manage end-to-end client onboarding, file administration, and documentation in alignment with AFSL standards.
• Actively prepare, review, and finalize SOAs and ROAs.
• Own the firm's software stack (Xplan, Worksorted, Marloo) to configure and build best-practice workflows.
• Integrate and champion AI tools to automate repeatable tasks, reduce manual effort, and improve document quality.
• Automate client communications, data entry, compliance tracking, and reporting pipelines.
• Build and document SOPs to facilitate seamless firm scaling.
• Deliver an empathetic, exceptional experience when interacting directly with clients.

Skills

Communication skills

Problem-solving

Ownership mindset

Tools

Xplan

IRESS XTOOLS

AI tools

Job description

BMG Outsourcing Inc. is seeking a dynamic Practice Manager to lead operations and drive the technology evolution, including AI-assisted workflows, for their AU-focused financial planning and mortgage broking practice.

You will own day-to-day operations, manage onboarding, ensure AFSL-compliant processes, and optimize the Xplan/Worksorted/Marloo stack while integrating AI tools to automate repetitive tasks and improve document quality.