Infocus is a national advisory firm dedicated to empowering advisers with the independence, infrastructure tools, and support they need to grow their businesses. For over 31 years, we've combined the scale of a leading organisation with the personal touch of a founder-led business, always staying true to our values of respect, integrity, and client-first advice. We combine leading edge technology, investment solutions, and a client-centric framework, ensuring advisers have everything they need to deliver exceptional advice.
We pride ourselves on our culture, our commitment to quality advice, and the opportunity we have to make a genuine difference in the lives of our clients.Our National Head Office is uniquely positioned on Queensland's Sunshine Coast, with our team of ~80 talented individuals right across Australia in our various state offices.
ABOUT THE ROLE
The role of
Regional Manager
(based in either Sydney or Melbourne) is integral to Infocus achieving this strategic intent and vision across the advice network. The role is focused on partnering with advice firms to help them grow, scale and improve long-term enterprise value.
Acting as a strategic business and practice management consultant, the Regional Manager works with selected advice business principals and leadership teams to develop and execute business plans, identify growth opportunities, improve commercial performance, strengthen practice management disciplines, support succession and M&A; activity, and increase adoption of Infocus' Playbook, an end to end wealth management capability across advice, technology, platforms and investment solutions.
The role is expected to provide strategic leadership, commercial insight and structured advice-business coaching, while coordinating internal expertise where required. It is not intended to be a day-to-day account management or adviser support role.
The Regional Manager will be responsible for partnering with our self-employed offices to ensure their operational efficiencies and commercial growth. This role contributes to the overall success of the Infocus Group by supporting and delivering the strategic and tactical plans to meet the group's objectives in profitable expansion of its Financial Advice footprint nationally.
KEY RESPONSIBILITIES
Priority firm strategy:
identify, segment and manage a focused portfolio of high-value and high-potential advice firms within the region.
Strategic business planning,
practice management and playbook adoption:



work with advice business principals and leadership teams to develop, document and execute practical business and practice management plans covering growth, profitability, capacity, succession and operating model maturity.
Practice engagement model:
deliver the agreed Infocus Practice Engagement Model for priority firms.
Growth and commercial performance:
identify and support initiatives that improve firm growth, revenue quality, client segmentation, advice efficiency, adviser productivity and profitability.
M&A;, succession and capital opportunities:
identify, qualify and progress opportunities for succession planning, business acquisition and merger activity.
Playbook proposition adoption:
drive deeper adoption of Infocus' Operating Platform across advice, technology, Platformplus AMS, PlatformplusWRAP, investment solutions and related business improvement tools, ensuring adoption is linked to clear business outcomes for each priority firm.
Executive and principal engagement:
build trusted, strategic relationships with firm principals and senior stakeholders, acting as a commercial sounding board and strategic adviser rather than a day-to-day issue manager.
Market, network and referral development:
maintain strong industry relationships and identify opportunities to connect priority firms with relevant strategic partners, referral sources, acquisition opportunities and growth channels.
Risk, compliance and governance:
ensure all strategic firm activity is conducted within the Infocus Group Risk Management Framework, AFSL obligations, delegated authorities and relevant governance requirements.
THE IDEAL CANDIDATE WILL HAVE
Tertiary qualification in business, commerce, finance, financial planning, management or a related discipline, or equivalent relevant industry experience.
Significant experience in financial services, wealth management, advice licensee services, practice management or business consulting, preferably working directly with advice business principals and leadership teams.
Strong understanding of the Australian financial advice industry, including advice business economics,



operating models, AFSL obligations, regulatory expectations and commercial drivers of practice value.
Demonstrated ability to facilitate strategic business and practice management planning with advice firms, including growth planning, profitability improvement, capacity planning, governance, succession, client service standards, operating rhythms and enterprise value creation.
Commercial acumen and confidence to identify, qualify and progress M&A;, succession, capital partnering and strategic collaboration opportunities.
Strong relationship capability at principal, executive and senior stakeholder level, with the ability to act as a trusted adviser, commercial sounding board and constructive challenge partner.
Ability to translate business needs into practical adoption plans across advice, technology, platform and investment solutions, including Platformplus AMS, PlatformplusWRAP and related Infocus capabilities.
Highly organised and outcomes-focused, with strong planning discipline, pipeline management, reporting capability and the ability to manage competing strategic priorities across multiple firms.
Strong written and verbal communication skills, including the ability to prepare clear business plans, commercial summaries, meeting notes, recommendations and executive-level presentations.
Sound judgement, discretion and risk awareness, with demonstrated ability to operate within governance, delegated authority, AFSL and compliance requirements.
WORKING AT INFOCUS
At Infocus we are passionate about providing a workplace that empowers and strengthens our staff. We challenge each other to be creative, confident and break down barriers. We are committed to ensuring we have a strong team culture and some of the ways we do this is by providing:
Regular team activities and events to encourage cross-team collaboration;
Pens down early on Fridays to socialise;
Commitment to both upskilling team members and advocating for internal promotions first, wherever possible;
Confidential support for you and your family through our Employee Assistance Program;
AIA Vitality membership program, providing discounts & offers for a variety of retail outlets and wellness centres.
JOIN US
If this job sounds like you, we would love to hear from you!
To complete your online application, you will be asked to upload a copy of your resume and provide responses to questions provided.
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📌 Regional Manager - Sydney / Melbourne
🏢 Infocus Securities Australia Pty
📍 Sydney