[Apply in 3 Minutes] Manager

4 weeks ago

Sydney, Australia Michael Page Australia Full time

About Our Client

- Our client is a fast-growing and innovative business in the wealth management industry, developing technology solutions that span the entire advice process - from client engagement tools and financial planning software to investment platform solutions

- With a strong focus on providing scalable, non-conflicted alternatives to traditional platforms, they empower advice practices to deliver exceptional outcomes for their clients

- The company fosters an inclusive, vibrant culture where diverse perspectives and deep industry expertise drive innovation and growth.

Job Description

- Lead, mentor, and develop the Account Management team to ensure high performance and service excellence.

- Act as an escalation point for complex adviser queries, ensuring timely and accurate resolution.

- Oversee portfolio administration, adviser reporting cycles, and tax reporting processes.

- Manage workload allocation and workflow efficiency across onshore and offshore teams.

- Ensure data accuracy and compliance through robust quality control processes.

- Collaborate with Relationship Managers and internal stakeholders to meet adviser needs.

- Identify and implement process improvements to enhance efficiency and adviser satisfaction.

- Develop training materials and deliver training sessions for new and existing staff.

- Monitor performance metrics to ensure service standards and SLAs are achieved.

- Represent the Account Management team in adviser calls and business initiatives.

The Successful Applicant

- 5+ years' experience in wealth management operations, investment platforms, or related financial services.

- Proven leadership and team management experience, with a track record of developing high-performing teams.

- Strong technical knowledge of portfolio administration, reporting, and adviser support.

- Excellent communication and stakeholder management skills.

- Skilled in process improvement, with the ability to identify and implement practical solutions.

- Highly organised, with strong time management and attention to detail.

- Proactive, adaptable, and resilient under pressure.

- Collaborative and supportive, fostering a positive team culture.

What/'s on Offer

- An opportunity to lead and shape a high-performing Account Management team within a fast-growing and innovative wealth management business.

- Exposure to a broad range of responsibilities across adviser support, portfolio administration, reporting, and process improvement.

- A collaborative and inclusive workplace culture that values diverse perspectives and continuous learning.

- Career development opportunities with room to grow alongside the company's expansion.

- Competitive remuneration package, aligned with skills and experience.

- Flexible working arrangements to support work-life balance.

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