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Head of Advice Technology

1 month ago


Sydney, New South Wales, Australia at Full time
Head of Advice Technology & Continuous Improvement

Add expected salary to your profile for insights

We're on the lookout for a dynamic and forward-thinking leader to take on the role of Head of Advice Technology & Continuous Improvement.

This is a critical leadership position — reporting directly to our Group Head of Advice — where you'll guide our technology strategy, elevate our advice experience, and lead process innovation across the business.

You'll oversee our cutting-edge advice tech platform (including Xplan and digital engagement tools), build strong relationships with third-party vendors, and lead a passionate team that supports our growing national advice network.

If you're passionate about tech, efficiency, and making financial advice better — this is your opportunity to lead that change at scale.

Key Responsibilities

Lead Count's Advice Tech team and deliver a network-wide, future-ready strategy

Own and enhance our Xplan strategy, including support, training, and optimisation

Conduct vendor due diligence and maintain a best-in-class provider ecosystem

Champion continuous improvement using Lean, Six Sigma, or other methodologies

Collaborate with stakeholders to streamline systems, processes, and performance

Manage and grow relationships with third-party tech providers

Support adviser onboarding/offboarding with seamless tech enablement

Facilitate ongoing training, webinars, and workshops for our advice community

Drive innovation across the business using data, feedback, and real-world insight

Key Skills and Experience

You're a tech-savvy leader with a sharp eye for process improvement and a heart for helping advisers and clients thrive. You see technology not just as a tool — but as a powerful enabler of better advice, better efficiency, and better outcomes.

5+ years' experience rolling out or implementing financial planning software (Xplan preferred)

Strong leadership capability with experience guiding high-performing teams

Deep understanding of financial planning workflows and advice tech

Passion for innovation, improvement, and smart, human-centered design

Experience with Lean, Six Sigma or similar methodologies

Excellent communication and stakeholder management skills

A collaborative, proactive mindset that thrives in a fast-paced environment

Relevant qualifications in Financial Planning, Business, or Commerce

Why Join Us?

Professional Growth: At Count, we are committed to fostering your professional development. You'll have the opportunity to work alongside industry leaders and expand your skills and expertise.

Great Benefits:Birthday leave, Take 4 get 5 leave, Corporate Volunteering Days and Fundraising matching, reimbursement for financial planning, and more

Collaborative Team: Work in a supportive, collaborative environment where your ideas and contributions are valued.

Competitive Compensation: We offer a competitive salary package based on experience, with opportunities for performance-based rewards.

Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:Which of the following statements best describes your right to work in Australia? What's your expected annual base salary? How many years' experience do you have in the financial services industry?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

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