Senior Manager, Practice Operations & Performance

Focus Financial Partners

Melbourne, Victoria, Australia
On-site
8+ years leadership experience in financial advice operations
Experience leading paraplanning and client services teams
Strong commercial and capacity planning mindset
The role is accountable for the day-to-day operational performance, capacity management, and leadership of advice operations teams

Job Summary

  • The role is accountable for the day-to-day operational performance, capacity management, and leadership of advice operations teams.
  • This position leads Team Leaders across Paraplanning and Client Services while ensuring the practice operates efficiently at scale.
  • The incumbent must translate business strategy and regulatory obligations into effective practice-level delivery to enable adviser growth.

Matching Summary

The role is accountable for the day-to-day operational performance, capacity management, and leadership of advice operations teams.

Skills & Requirements

Must-have

  • 8+ years leadership experience in financial advice operations
  • Experience leading paraplanning and client services teams
  • Strong commercial and capacity planning mindset
  • Expertise with Xplan and related advice systems
  • Ability to implement and embed change initiatives

Nice-to-have

  • Culture of accountability and continuous improvement
  • High confidence engaging with senior stakeholders
  • Balancing people leadership with operational execution
  • Sound operational judgment for efficiency and quality

Key Requirements

  • 8+ years leadership experience in financial advice operations
  • Proven experience implementing change initiatives
  • Strong people leadership capability
  • Experience leading process alignment across wider business

Work Rights

Not specified

Tailored Resume

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