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Senior Wealth Operations Manager

3 weeks ago


Sydney, New South Wales, Australia beBeeProject Full time $120,000 - $150,000
Job Description

As a Senior Wealth Project Manager, you will play a crucial role in supporting the oversight of products and services within our Private Bank. Your key responsibilities will include leading initiatives to enhance the value proposition, working collaboratively with stakeholders, and driving impactful outcomes for our clients.

You will be an integral part of our Advice Product team, working closely with colleagues to identify opportunities for product improvement and implement innovative solutions. Your strong project management skills, ability to build relationships, and collaborative approach will ensure seamless execution and foster trust with stakeholders.

Key Responsibilities:
  • Lead initiatives to enhance the value proposition and drive business growth.
  • Work collaboratively with stakeholders to identify opportunities for product improvement and implement innovative solutions.
  • Develop and maintain effective relationships with internal and external stakeholders.
  • Manage multiple tasks and prioritize them efficiently to meet deadlines.
Required Skills and Qualifications
  • Excellent interpersonal skills to effectively engage with a diverse range of stakeholders.
  • Ability to work collaboratively within a small team and manage multiple tasks efficiently.
  • Experience in managing complex projects, including business change initiatives, from inception to implementation.
  • Familiarity with the products, services, and regulatory landscape associated with Private Banking and wealth management.
Benefits

We offer a wide range of benefits to support your career development and wellbeing, including:

  • Wellbeing leave days per year.
  • Additional service bonus leave days per year.
  • Up to 20 weeks' paid parental leave for primary caregivers, along with transition leave upon return to work.
  • 2 days of paid volunteer leave and donation matching.
  • Access to Employee Assistance Program and wellbeing benefits.
About Private Banking and Wealth Management

Our Private Banking and Wealth Management team supports clients to achieve their full potential - whether that's buying a home, growing a business, or investing to manage wealth. We are committed to fostering a diverse, equitable, and inclusive workplace, welcoming all identities and backgrounds.