Senior Manager
7 days ago
Develop strategic superannuation advice tailored to family wealth structures.
- Lead the growth of Family Office advisory services.
- Provide expertise in superannuation planning for high-net-worth families.
- Collaborate nationally to deliver consistent client experiences.
This role offers a unique chance to shape a high-impact service from the ground up, working alongside a dedicated team committed to excellence and innovation.
About This RoleThe ideal candidate will be ambitious, proactive, and resilient – motivated by delivering meaningful outcomes for clients.
Key Responsibilities:- Strategically develop and grow our Family Office advisory services.
- Deliver expert superannuation advice tailored to family wealth structures.
- Drive compliance efficiency to enable deeper advisory conversations.
- Present complex information in a clear and credible manner to clients.
Our firm views superannuation as a cornerstone of family wealth creation. Your expertise in this area will be critical to delivering value-added services for our clients.
What You Need to Succeed- Take ownership and initiative, thriving in environments where results are rewarded.
- Be excited by the opportunity to build something new and innovative.
- Be client-obsessed, always thinking ahead to deliver insight and value.
We're a dynamic mix of backgrounds, perspectives, and ways of thinking. We're driven by our shared purpose – we care for our people, clients, and communities, and support them to thrive.
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