Wealth Management - Client Services & Operations - Team Manager
Base pay range: A$140,000.00/yr - A$160,000.00/yr
This Tier 1 global full-service Wealth Management firm seeks an experienced manager to lead a team of 3 staff covering client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship functions—and provide adviser and risk support in their Sydney office.
Key Responsibilities:
* Champion the team's delivery of daily operational processes, ensuring all service level agreements (SLAs) and strategic goals are consistently met.
* Lead the team in identifying, analysing, and resolving complex operational challenges, driving innovative solutions that align with business strategy.
* Inspire and develop team members through strong people leadership, coaching, and mentoring to build capability and engagement.
* Set clear expectations and provide direction to ensure the team's activities support broader organisational objectives.
* Collaborate across departments to execute client account updates and operational tasks with precision and timeliness.
* Maintain high standards of process quality and accuracy, including oversight of client migration and position transfers (e.g., CHESS sponsorship).
* Proactively manage risk, ensuring timely escalation and robust controls are in place.
Qualifications/Experience Required:
* Minimum of 6 years' experience in a similar role within Stockbroking / Wealth Management sector, with equity markets/stockbroker operations expertise and team management experience.
* RG146 accreditation or equivalent.
System Experience:
* Familiarity with broking platforms (domestic and international) and portfolio management platforms such as Praemium is preferable.
Seniority level
Mid‐Senior level
Employment type
Full‐time
Job function
Strategy/Planning and Business Development; Industries: Financial Services, Capital Markets, and Investment Management
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