Senior Advisor

5 days ago

Sydney, New South Wales, Australia beBeeSuperannuation Full time $120,000 - $170,000

Key Position Summary

We are seeking a highly motivated and driven professional to lead the development and growth of our Family Office division. The ideal candidate will possess a strong focus on superannuation strategy and advisory, with a passion for client service and excellence.

This role is suited for someone who thrives in challenging environments, is passionate about delivering high-quality results, and is ready to drive efficiencies across compliance workflows to unlock capacity for strategic client engagement.

  • Lead the expansion of our Family Office advisory services.
  • Provide tailored superannuation advice to family wealth structures.
  • Drive process improvements to enable deeper advisory conversations.
  • Presents confidently and credibly to clients, conveying complex information in a clear manner.
  • Collaborate nationally to deliver consistent, high-quality client experiences.
  • Champion a client-centric approach – anticipating needs before questions are asked.

About this Role:

The successful candidate will be responsible for leading the growth and development of our Family Office division, driving strategic initiatives and process improvements to enhance client experience and advisory capabilities.

Key Responsibilities:

  • Develop and execute strategies to grow Family Office advisory services.
  • Collaborate with national teams to deliver high-quality client experiences.
  • Drive process improvements to increase efficiency and effectiveness.

Requirements:

To be successful in this role, you will require:

Essential Skills and Qualifications:

  • Strong knowledge of superannuation strategy and advisory.
  • Proven track record of driving process improvements and efficiencies.
  • Excellent communication and presentation skills.
  • Able to work collaboratively in a national team environment.

Benefits:

In addition to a competitive salary, you will have access to a range of benefits including professional development opportunities and a supportive work environment.

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