Senior Manager, Wealth Creation Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeLeadership Full time $180,000 - $225,000

**Job Title:** Senior Manager, Family Office

**About the Role:

As a seasoned professional, you will lead and grow our Family Office advisory services, focusing on superannuation strategy and advisory. This is an exceptional opportunity to shape a high-impact offering from the ground up, working closely with a national team committed to excellence and innovation.

We are seeking a self-driven and career-motivated individual who thrives on challenge, is passionate about client service, and is ready to transform compliance into proactive advisory. Your expertise in superannuation will be critical to delivering meaningful outcomes for our clients.

You will be instrumental in driving efficiencies across compliance workflows to unlock capacity for strategic client engagement. This role is ideal for someone who wants to build a path to leadership, not just follow one.

**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

**Requirements:**

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 client-obsessed, always thinking ahead to deliver value and insight.

**What We Offer:**

• Flexible working arrangements, including adjusted work hours and hybrid working

• A dynamic and authentic work environment that values diversity and inclusion

• Opportunities for growth and development, with a focus on building a remarkable career

• Recognition and reward for outstanding performance and contributions

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