Wealth Operations Lead: Flexible, Path to Equity (Melbourne)

Wealth Operations Lead: Flexible, Path to Equity (Melbourne)

05 Aug
|
Partners Wealth Group
|
Melbourne

05 Aug

Partners Wealth Group

Melbourne

Partners Wealth Group is seeking a Wealth Support Manager to lead the Review and Implementation teams within our operations. You will drive delivery of ongoing client service, advice implementation, and post‑advice administration at scale, ensuring timely, accurate execution and a superior client experience.

Reporting to the Operations Leadership Team, you will develop the Review and Implementation teams, optimise workflows in Salesforce/XPLAN, and collaborate with Enablement and Paraplanning

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📌 Wealth Operations Lead: Flexible, Path to Equity (Melbourne)
🏢 Partners Wealth Group
📍 Melbourne

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