Strategic Advisory Lead

2 weeks ago

Sydney, New South Wales, Australia beBeeFamily Full time $115,000 - $135,000
Job Description:
We are seeking a self-driven and career-motivated professional to lead and grow our Family Office division, with a strong focus on superannuation strategy and advisory. This is a unique opportunity to shape a high-impact offering from the ground up, working alongside a national team committed to excellence and innovation.

As a key member of our team, you will be instrumental in driving efficiencies across compliance workflows to unlock capacity for strategic client engagement. You will provide strategic superannuation advice tailored to family wealth structures, leading the development and growth of our Family Office advisory services.

This role is ideal for someone who thrives on challenge, is passionate about client service, and is ready to transform compliance into proactive advisory. You will collaborate nationally to deliver consistent, high-quality client experiences, championing a client-first mindset that anticipates needs before questions are asked.

Key Responsibilities:
  • Lead the development and growth of our Family Office advisory services.
  • Provide strategic superannuation advice tailored to family wealth structures.
  • Drive compliance efficiencies to enable deeper advisory conversations.
  • Present confidently and credibly to clients, translating complexity into clarity.
  • Collaborate nationally to deliver consistent, high-quality client experiences.
  • Champion a client-first mindset—anticipating needs before questions are asked.


Skills & Experience:
  • You are ambitious, proactive, and resilient - motivated by impact.
  • You take ownership, do the hard work, and thrive in environments where initiative is rewarded.
  • You are excited by the opportunity to build something new.
  • You are client-obsessed, always thinking ahead to deliver value and insight.


About Us:
At our organization, we understand that when you strive for better and care about what you do remarkable things are possible. We're a dynamic and authentic 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.

With us, you'll be exposed to challenging and rewarding opportunities – building your confidence and capabilities at every step. You'll be supported, motivated and inspired by a team of passionate and caring collaborators and leaders. You'll be empowered to build a career path that's tailored to you and encouraged to make a meaningful difference.

Benefits:
  • A 9-day fortnight with no salary reduction.
  • Funded professional membership and study assistance.
  • Up to 26 weeks' paid parental leave | paid secondary carers' leave.
  • Fully funded gym membership | Health Insurance discounts.

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