Join Minchin Moore, a leading private wealth advisory firm, as our next Operations Manager. In this strategic leadership role, you'll partner with our Managing Partner, CTO, and senior leadership team to strengthen our operational backbone, streamline processes, and support our growth over the next decade.
You'll oversee our Client Service Managers, Client Service Officers, and provide strategic guidance to the Paraplanning team. You'll work across offices, breaking down silos, embedding compliance, and ensuring our advisers and clients receive exceptional, efficient support.
Key Responsibilities:
* Lead and inspire the CSM and CSO teams, managing performance, workloads, and development.
* Provide oversight and strategic guidance to the Paraplanning team.
* Partner with the CTO to improve processes, leverage technology, and lead change initiatives.
* Maintain operational compliance and oversee policy documentation.
* Deliver internal training programs, including the "Minchin Moore Curriculum".
* Support technology adoption and potential system transitions (e.g., Xplan replacement).
What You Bring:
* 5+ years in financial planning/wealth management operations.
* Proven track record in team leadership, process improvement, and change management.
* Strong Xplan expertise (including configuration, coding, and data feeds).
* Confident communicator with a strategic mindset and collaborative style.
* Experience in scaling operations and working across multiple locations.
Why Join Us?
We are an independent wealth advisory firm, serving high-net-worth clients with integrity, transparency, and excellence. Our mission is to simplify complexity, provide clarity, and deliver exceptional outcomes for our clients.
About Minchin Moore:
We are an independent wealth advisory firm, serving high-net-worth clients with integrity, transparency, and excellence. Our mission is to simplify complexity, provide clarity, and deliver exceptional outcomes for our clients.
Apply now:
If you're a strategic operations leader who can combine vision with execution, we'd love to hear from you.
Only shortlisted candidates will be contacted. Thank you for your understanding.