Operational Excellence Manager

24 hours ago

Sydney, New South Wales, Australia beBeeLeader Full time $180,000 - $200,000

Drive transformative change in a dynamic wealth advisory organization by streamlining operations and embedding business best practices.

Key Responsibilities:
  • Lead and inspire high-performing teams, managing performance, workloads, and development.
  • Provide strategic guidance to support operational excellence.
  • Partner with senior leaders to improve processes, leverage technology, and drive change initiatives.
  • Maintain operational compliance and oversee policy documentation.
  • Deliver impactful training programs, including curriculum development.
  • Support technology adoption and potential system transitions.
Requirements:
  • 5+ years of experience in financial planning or wealth management operations.
  • Proven track record in team leadership, process improvement, and change management.
  • Strong expertise in Xplan configuration, coding, and data feeds.
  • Confident communicator with a strategic mindset and collaborative style.
  • Experience in scaling operations and working across multiple locations.

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