Head of Operations Private Wealth

1 day ago


Melbourne, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Region**: Hybrid: Work from any Capital City in Australia
- **Outstanding opportunity to build and progress your career in a leadership role in a dynamic and highly achieving business**:

- **We grow great leaders who inspire and energise their teams**:

- **Make a real difference for our customers and communities**

**The role**:
Reporting to the Executive, Private Wealth Client Support you will lead a large operational team supporting all functions across JBWere and nabtrade to provide excellent customer and colleague experience. **You will have ownership in promoting simplification, reducing risk, and improving productivity across PW Operations.**

**Key accountabilities include**:

- Ownership of existing operations functions across PW Client Support, Private Investments, nabtrade and JBWere;
- Drive top quartile engagement across the team
- Drive simplification, risk reduction and improved productivity across Private Wealth Operations;
- Partner with the relevant enabling Domains to ensure the needs of Private Wealth customers are met. Continuous improvement of Customer Experience and User Experience through innovation, efficiency, systems, capability, org design and process design in Operations
- Partner with Private Wealth distribution to agree cost, quality, speed, and risk service level agreements for Private Wealth operations activities;
- Work closely with the E2E ecosystem to uplift and streamline client and colleague experience.
- Define a vision with clear, agreed, and measurable objectives for the team that align to the organisational priorities;
- Guarantee the team’s delivery of services to clients against an agreed set of service standards;
- Lead and empower future business leaders in developing their skills and strategic awareness;
- Deliver best in class workforce management and tools and cadence, including resource and load planning and forecasting to ensure the right people are in the right place at the right time
- Build strong team brand and engagement, with high levels of cross skilling

**What you will bring**:

- At least 15 years operations experience, within extensive professional services in Wealth Advice / Wealth Operations / Broking Operations functions;
- Strong planning, decision making and alignment skills whilst maintaining an enterprise view and customer centric mindset;
- Experience driving operational efficiency in large scale and multifaceted businesses;
- Proven record in successfully leading and managing large teams as well as influencing and negotiating at senior levels.
- Leading hybrid teams in both on and offshore locations

**_A diverse and inclusive workplace works better for everyone_**
- We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated._

**_ Join NAB_


  • Private Wealth

    1 day ago


    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private wealth teams. These Relationship Managers liaise with very wealthy clients, to provide them with a range of multi-asset-class products and offer a broad private wealth and private banking service. The role...


  • Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Desk Assistant’s role is the ability to deal confidently with...


  • Melbourne, Victoria, Australia Ord Minnett Holdings PL Full time $60,000 - $120,000 per year

    The RoleA Private Wealth Assistant provides administrative support to a team of advisers and acts as a central point of contact for all client queries. As an Assistant, you will perform administrative duties to implement strategic advice as well as develop and enhance client relationships through active communication to ensure key information is gathered and...


  • Melbourne, Australia ANZ Banking Group Full time

    **Req ID**: 101792 **Department**: Private Advice **Division**: Australia Commercial **Location**: Melbourne About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers About the Role The purpose of the Private Wealth Associate, your...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time $60,000 - $80,000 per year

    An exceptional opportunity has arisen for an Advisor Team Assistant to join a prominent US private wealth advisory team, supporting a small group of senior investment advisers in a premium client-focused environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing,...


  • Melbourne, Victoria, Australia Goldman Sachs Full time $180,000 - $250,000 per year

    Job DescriptionAsset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management,...

  • Wealth Management

    1 day ago


    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...


  • Melbourne, Victoria, Australia Goldman Sachs Full time $180,000 - $250,000 per year

    Asset & Wealth Management, Private Wealth Advisor, Executive Director/Vice President, Melbourne/SydneyWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and...


  • Melbourne, Australia Goldman Sachs Bank AG Full time

    Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney location_on Melbourne, VIC, Australia Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment...


  • City of Melbourne, Australia Macquarie Bank Limited Full time

    We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...