Manager - Adviser On-boarding

Job Title: Manager - Adviser On-boarding
Contract Type: Permanent
Location: Sydney
Reference: 2887026
Contact Name: Harry Cooper
Contact Email:
Job Published: March 11, 2019 19:47

Job Description

About the company:

My client is a large well regarded Client Advisory firm who offer their clients a truly unique experience setting themselves apart from the rest.   They are renowned for their solid business model and exceptional advice. 

Currently due to natural growth an exciting and highly rewarding opportunity has arisen for an experienced Financial Wealth Manager to join the team based in the Sydney CBD offices. 

About the opportunity:
This newly created and exciting role will be leading a team of change managers to on-board and establish new financial advice staff. Providing clear and precise career paths for the team and setting service targets. You will ensure that all Advisors are welcomed into the business efficiently and provide ongoing coaching and learning and development programmes. 

You will lead a diverse group of people ranging from financial planners to customer service officers that are using the latest tools in technology to reach their customers. Acting as an influencer you will create a culture of learning and inspire others around you.
About you:
To be successful in this role you will be innovative and always looking outside the box. Passionate about people and customer service you will be open to new ideas and love the ever changing environment of customer centric banking.
  • At least 3 year’s experience in a Leadership within an Advisory space
  • Proven experience in development of capability programs..
  • Collaborative mindset.
  • Familiar with NPS
  • Tech savvy / likes to keep up with technology.
  • Tertiary qualifications in a relevant discipline.  
To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Wealth Management sector, please contact Harry Cooper or email your resume to

Get similar jobs like these by email

By submitting your details you agree to our T&C's