Head Of Wealth Advisory

Focusfinancialpartners

Sydney, New South Wales, Australia
On-site
Strategic leadership and business development
Drive organic growth in net new assets
Lead high-performing teams
The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function, with accountability to deliver revenue targets and growth ambitions

Job Summary

  • The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function, with accountability to deliver revenue targets and growth ambitions.
  • This role will drive the strategic direction, growth, and excellence of personalised wealth advisory services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and their families.
  • The Head of Wealth Advisory leads an end-to-end team of wealth advisors, paraplanners, client service and operations professionals while ensuring fiduciary standards, regulatory compliance, exceptional client outcomes, and sustainable business growth.

Matching Summary

The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function, with accountability to deliver revenue targets and growth ambitions.

Skills & Requirements

Must-have

  • Strategic leadership and business development
  • Drive organic growth in Net New Assets
  • Lead high-performing teams
  • Ensure client-centric advice and innovation
  • Own P&L responsibility for Wealth Advisory

Nice-to-have

  • Champion client-first mindset
  • Foster continuous learning
  • Leverage digital experiences

Key Requirements

  • 10+ years of experience in wealth management
  • 6-8 years in senior leadership roles
  • Proven track record of building and scaling teams
  • Demonstrated success leveraging technology
  • Full compliance with ASIC professional standards

Work Rights

Not specified

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