
Regional Branch Director
1 week ago
Job Summary:
The Business Operations Lead role involves overseeing and directing Client Service Managers (CSMs) and business support staff across NSW and QLD.
This position requires collaboration with senior stakeholders, including financial advisors, product managers, and senior management, to drive operational efficiency and maintain high client and business service standards.
Key responsibilities include managing CSMs, developing expertise in MSWM Australia platforms, resolving escalations, working collaboratively with other state business managers, and ensuring efficient leave management for the branch.
Additionally, this role involves preparing branch reporting, contributing to process development, managing FA remuneration queries, supporting compliance surveillance processes, addressing operational, risk, and compliance issues, and building relationships with internal teams and third-party providers.
Required skills and qualifications include people management, technical expertise, attention to detail, decision-making, and proactivity.
Benefits of this role include career growth opportunities, professional development, and a dynamic work environment.
Others:
- Maintaining high client satisfaction ratings
- Developing and implementing effective business strategies
- Collaborating with cross-functional teams to achieve business objectives
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