Strategic Advice Manager
Vor 4 Tagen
Full timeThe Strategic Advice Team provides support services to our Private Wealth Advisers for all advice areas outside of investment advice.As a manager of the Strategic Advice Team, you will oversee all aspects of the financial planning advice process within Ord Minnett.Primary responsibilities:Management of a small team of highly competent and cohesive Strategic Paraplanners, providing guidance, support, and inspiration to get the best out of the team.Engage in regular improvement projects regarding advice templates and advice processes, with a high level of understanding of compliance requirements.Coordinate and run training sessions for the advisers on updated legislation and relevant technical information on important complex topics, requiring high-level technical knowledge across all areas of financial planning.Assist with the development of advice solutions based on clients' needs and objectives for discussion with advisers, acting as the go-to technical lead within Ord Minnett.Weekly analysis and reporting to senior management, including SOA completion numbers and analysis of trends along with issue reporting.Develop and maintain the XPLAN system, liaising with external consultants and jointly developing reports, CRM, and task threads.Serve as the primary XPLAN administrator, reviewing and allocating user licenses, coordinating XPLAN data feed management, attending regular meetings with IRESS and other providers, and providing guidance and training to users.Establish, build, and maintain effective relationships with advisers and other key stakeholders required to perform your job efficiently.Adhere to relevant policies, processes, and procedures in alignment with the operational risk management framework and standards of compliance.Keep up to date with changing legislation and complete the required CPD points every year.Actively contribute to continually improving the paraplanning process.Qualifications:Bachelor's degree in Business Administration, Strategy, or a related field (Master's preferred).Proven experience in strategic planning, consulting, or business development (5+ years).Exceptional analytical skills with the ability to interpret complex data and translate it into actionable strategies.Strong interpersonal and communication skills, with a knack for building relationships across all levels of the organisation.Proficiency in strategic frameworks and project management tools.A proactive mindset with a passion for driving change and delivering results.About UsOrd Minnett is a leading wealth management group providing advice and tailored investment solutions including full-service stockbroking, financial planning, funds management, and portfolio services. With corporate origins dating back to 1872, Ord Minnett is a highly respected name in the Australian investment landscape.
#J-18808-Ljbffr
-
Strategic Advice Manager
Vor 4 Tagen
Sydney, Österreich Ord Minnett VollzeitFull timeThe Strategic Advice Team provides support services to our Private Wealth Advisers for all advice areas outside of investment advice.As a manager of the Strategic Advice Team, you will oversee all aspects of the financial planning advice process within Ord Minnett.Primary responsibilities: Management of a small team of highly competent and cohesive...
-
Ord Minnett | Strategic Advice Manager | Sydney
Vor 4 Tagen
Sydney, Österreich Tideri Jobbörse VollzeitFull time The Strategic Advice Team provides support services to our Private Wealth Advisers for all advice areas outside of investment advice.As a manager of the Strategic Advice Team, you will oversee all aspects of the financial planning advice process within Ord Minnett.Primary responsibilities: Management of a small team of highly competent and cohesive...
-
Advice Governance Manager
vor 2 Wochen
Sydney, Österreich Entireti Limited VollzeitCompliance & Risk (Banking & Financial Services)Full timeWe are seeking an experienced and dedicated Advice Governance Manager to join our team. In this role, you will oversee risk and compliance frameworks, manage conduct matters, and liaise with regulatory bodies. You will also lead the coordination of risk and compliance committee activities.Key...
-
Manager Strategic Audit Services
vor 2 Monaten
Sydney, Österreich New South Wales State VollzeitManager Strategic Audit ServicesJob no: 539170Work type: Ongoing full-timeLocation: ParramattaCategories: Executive Support and Secretarial, Audit, Continuous Improvement, Quality Management, Assessing, Audit, LegislationBe part of something bigger and make a difference for NSWTogether, we create thriving environments, communities and economies across our...
-
Senior Manager Strategic Investments
vor 1 Monat
Sydney, Österreich Commonwealth Bank Vollzeit"At CommBank we are proud to support flexibility, let's discuss what this means for you" In Financial Services, we support the Group's strategy of building tomorrow's bank today for our customers, through a focus on three key priorities of trust, resilience and capital generation.Financial Services partner with all areas of CommBank to provide specialist...
-
Advice Quality Consultant
vor 1 Monat
Sydney, Österreich Entireti Limited VollzeitAbout the roleEntireti Limited is seeking an experienced Advice Quality Consultant to join our team. This is a full-time position based in our Sydney office (Melbourne and Brisbane will also be supported). In this strategic role, you will play a key part in ensuring the quality and compliance of our financial planning advice, contributing to the ongoing...
-
Senior Manager Strategic Investments
vor 1 Monat
Sydney, Österreich Tideri Jobbörse Vollzeit"At CommBank we are proud to support flexibility, let's discuss what this means for you" In Financial Services, we support the Group's strategy of building tomorrow's bank today for our customers, through a focus on three key priorities of trust, resilience and capital generation.Financial Services partner with all areas of CommBank to provide specialist...
-
Senior Manager Strategic Investments
vor 1 Monat
Sydney, Österreich Commbank Vollzeit"At CommBank we are proud to support flexibility, let's discuss what this means for you" In Financial Services, we support the Group's strategy of building tomorrow's bank today for our customers, through a focus on three key priorities of trust, resilience and capital generation.Financial Services partners with all areas of CommBank to provide specialist...
-
Advice Quality Consultant
vor 1 Monat
Sydney, Österreich Entireti Limited VollzeitAbout the roleEntireti Limited is seeking an experienced Advice Quality Consultant to join our team.This is a full-time position based in our Sydney office (Melbourne and Brisbane will also be supported).In this strategic role, you will play a key part in ensuring the quality and compliance of our financial planning advice, contributing to the ongoing...
-
Client Service Manager
vor 2 Wochen
Sydney, Österreich Randstad Australia VollzeitAbout the companyThis established financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.About the roleIn this holistic role, you will have the opportunity...
-
Senior Manager Strategic Investments
vor 1 Monat
Sydney, Österreich Tideri Jobbörse Vollzeit"At CommBank we are proud to support flexibility, let's discuss what this means for you" In Financial Services, we support the Group's strategy of building tomorrow's bank today for our customers, through a focus on three key priorities of trust, resilience and capital generation.Financial Services partners with all areas of CommBank to provide specialist...
-
Senior Risk
vor 2 Wochen
Sydney, Österreich At VollzeitFull timeAdd expected salary to your profile for insightsMore Time Off for What Matters: Enjoy up to 6 weeks of leave Work where we work best - Hybrid office/work-from-home environment Lead by example to foster a culture of knowledge sharing and collaboration Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently...
-
Senior Risk
vor 2 Wochen
Sydney, Österreich Perpetual VollzeitSkip to contentFull timeAdd expected salary to your profile for insightsMore Time Off for What Matters: Enjoy up to 6 weeks of leave Work where we work best - Hybrid office/work-from-home environment Lead by example to foster a culture of knowledge sharing and collaboration Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney,...
-
Sydney, Österreich Tideri Jobbörse VollzeitDirector Coordination, Strategy, Policy and Specialist Advice Position description Classification: EL2Location: Level 12, 280 Elizabeth Street, Surry Hills NSW 2010Position #: 24035Position type: Ongoing; non-ongoing; full-time; part-timeRemuneration: EL2: $138,469 to $166,214 per annum plus 15.4% superannuationReport to: Chief Executive Officer,...
-
Sydney, Österreich Clearcompany VollzeitDirector Coordination, Strategy, Policy and Specialist Advice Position description Classification: EL2 Location: Level 12, 280 Elizabeth Street, Surry Hills NSW 2010 Position #: 24035 Position type: Ongoing; non-ongoing; full-time; part-time Remuneration: EL2: $138,469 to $166,214 per annum plus 15.4% superannuation Report to: Chief Executive Officer, ASSEA...
-
Senior Risk
vor 2 Wochen
Sydney, Österreich At VollzeitFull timeAdd expected salary to your profile for insightsMore Time Off for What Matters: Enjoy up to 6 weeks of leaveWork where we work best - Hybrid office/work-from-home environmentLead by example to foster a culture of knowledge sharing and collaborationPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently...
-
Senior Risk
vor 2 Wochen
Sydney, Österreich Perpetual VollzeitSkip to contentFull timeAdd expected salary to your profile for insightsMore Time Off for What Matters: Enjoy up to 6 weeks of leaveWork where we work best - Hybrid office/work-from-home environmentLead by example to foster a culture of knowledge sharing and collaborationPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia,...
-
At | Senior Risk
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitFull time Add expected salary to your profile for insights More Time Off for What Matters: Enjoy up to 6 weeks of leaveWork where we work best - Hybrid office/work-from-home environmentLead by example to foster a culture of knowledge sharing and collaboration Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently...
-
Sydney, Österreich Tideri Jobbörse VollzeitDirector Coordination, Strategy, Policy and Specialist Advice Classification: EL2Location: Level 12, 280 Elizabeth Street, Surry Hills NSW 2010Position #: 24035Position type: Ongoing; non-ongoing; full-time; part-timeRemuneration: EL2: $138,469 to $166,214 per annum plus 15.4% superannuationReport to: Chief Executive Officer, ASSEAReports: ThreeSecurity...
-
Senior Risk
vor 2 Wochen
Sydney, Österreich Perpetual Limited VollzeitSenior Risk & Compliance Manager Advice, Perpetual Wealth ManagementApply locations Sydney time type Full time posted on Posted 2 Days Ago job requisition id R7538More Time Off for What Matters: Enjoy up to 6 weeks of leaveWork where we work best: Hybrid office/work-from-home environmentLead by example: Foster a culture of knowledge sharing and...
