- Senior Project Manager – Advice
- Must have extensive Financial Advice knowledge and working experience
- Newly Created Growth Opportunity
Role Overview:
This is a newly established, high-impact execution role designed to create additional capacity within the leadership team and enable greater value delivery to the adviser community.
With strong and consistent demand for advice-related projects and National Firm support, this role will take ownership of advice project delivery, board and committee project reporting, and operational execution across the advice function.
You will operate as the go-to execution lead — ensuring bespoke projects and value-adding initiatives are delivered efficiently, professionally and with strong adviser and committee buy-in.
Key Responsibilities Include:
- Lead delivery of strategic and tactical advice projects across the National Firm
- Manage rollout of adviser initiatives including the Lead Adviser Way Wealth Module (training content development and adviser change management)
- Develop and implement the Business Diagnostic Tool alongside the Business Planning Coach
- Lead vendor selection and onboarding for Advice Technology Partner initiatives
- Coordinate specialist projects across advice technology, compliance and process enhancements (e.g. APL changes, platform integrations, calculators, AML initiatives)
- Attend and manage project status communication across National Firm Board and Committees
- Prepare committee and board papers, progress updates and issue reporting
- Work with committees to test assumptions, validate initiatives and support market testing where applicable
- Provide flexible operational execution support across emerging advice priorities
- Build scalable systems and processes that reduce reliance on senior leadership
- This is hands-on, delivery-focused work. You will receive direction initially as systems and processes are refined, with the expectation that you quickly become autonomous, trusted and reliable in delivering bespoke projects and high-value initiatives.
Skills & Experience:
- Experience working directly within a financial advice practice or dealer group – * Must have*
- Strong understanding of advice processes, regulation, compliance and adviser operating models – * Must have*
- Proven ability to deliver projects across multiple stakeholders within Wealth Management – * Must have*
- Experience preparing board and committee papers and presenting project updates – Highly regarded
- Familiarity with advice technology platforms
- Strong stakeholder management across advisers, executives, committees and vendors
- Comfortable operating in ambiguity and building frameworks from scratch
- Self-starter who enjoys being hands-on
- High attention to detail with strong organisational discipline
- Newly created, high-visibility, growth role within a premium National Advice firm
- Direct exposure to executive leadership, Board and adviser-led committees, reporting directly into the CEO this is an invaluable opportunity to learn from a highly respected and thoughtful leader who cares about the team and customers immensely
- Opportunity to shape systems, processes and scalable delivery frameworks
- The role offers genuine autonomy, ownership and the opportunity to make a genuine impact in a boutique, values-aligned Wealth Management environment
How to Apply
If you have extensive financial advice knowledge and you can demonstrate strong project delivery experience, we would love to hear from you, please click Apply.
