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State Operations Manager
2 months ago
We are seeking an experienced Operations Manager to lead our State Operations Team in Perth. As a key member of our leadership team, you will be responsible for managing a large team of Senior Associate Advisers, Associate Advisors, and Client Service Managers who provide high-quality support and technical assistance to our clients.
Key Responsibilities- Lead the team to provide support and technical assistance to clients in the preparation of advice, implementation of advice, and ongoing assistance with managing clients.
- Accountable for delivery of consistent, compliant, and standardized operational processes.
- Collaborate with the Head of Insignia Financial in delivery of the State's annual budgets, pledges, and targets.
- Monitor and manage team workflows.
- Train and mentor team members.
- Identify and implement improvements to processes.
- Lead and proactively get involved in projects.
- Recruit new talent.
- Manage the training and development program of the team.
- Solid leadership experience in financial planning.
- Strong technical knowledge in financial planning.
- Ability to drive a high-performing culture.
- Continuous improvement mindset.
- Knowledge of compliance and risk management governing financial planning.
- Degree in finance, business, or management.
- RG146 Compliant preferred.
Insignia Financial is a leading financial wellbeing organization, helping people feel good about their money. We prioritize flexibility, opportunity, and celebrating individual differences. If you're passionate about making a positive impact in people's lives, we'd love to hear from you.
