Senior Operational Director

2 weeks ago

Manly West, Queensland, Australia beBeeLeadership Full time $150,000 - $200,000
Operational Leadership Position

We are seeking a seasoned professional to assume the role of Operational Leader, overseeing daily business operations and driving strategic initiatives to enhance systems and processes.

About the Role

This pivotal position will lead the implementation of innovative solutions, standardize best practices, and cultivate a culture of excellence and innovation.

Key Responsibilities
  • Drive operational efficiency and profitability.
  • Manage resources and ensure clarity across the team.
  • Cultivate a collaborative, high-performance culture.
Technology Innovation
  • Implement cutting-edge technology platforms, such as Fin365 and Dynamics.
  • Standardize Statement of Advice (SOA) templates and best practices.
Compliance & Risk Management
  • Ensure adherence to regulatory obligations and licensee requirements.
  • Develop and maintain a robust risk management framework.
  • Oversee governance, quality assurance, and compliance audits.
Cybersecurity
  • Develop and execute a comprehensive cybersecurity strategy.
  • Train staff on cybersecurity best practices.
Marketing & Client Engagement
  • Develop and implement group marketing efforts and client-facing materials.
  • Plan and deliver client events with strong ROI.
  • Support brand-building and advisor-led promotion initiatives.
  • Define and deliver a compelling client value proposition.
  • Implement a structured Client Service Framework.
  • Lead recruitment and talent development initiatives.
  • Develop HR policies, KPIs, and professional development plans.
  • Oversee onboarding, appraisals, and ongoing training.
Future Projects
  • Potentially explore and implement Managed Discretionary Account (MDA) services.
Required Skills
  • Proven leadership experience in senior operational or COO roles within financial services.
  • Strong knowledge of compliance frameworks and technology platforms.
  • Excellent communication and interpersonal skills.
  • Strategic mindset with a focus on operational efficiency and growth.
  • Project management expertise in systems, structures, and marketing initiatives.

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