Implementation Manager (Financial Advice Tech) (Queensland)

Implementation Manager (Financial Advice Tech) (Queensland)

05 Aug
|
Allura Partners
|
Queensland

05 Aug

Allura Partners

Queensland

About the Company

Our client is a well-established, fast-growing accounting and advisory group supporting entrepreneurial business owners across Australia. With a network of specialist accounting and advisory firms, the business is investing heavily in technology and continuous improvement to help its partner firms scale and succeed.

About the Role

Based in Queensland with travel required, this 12-month fixed-term contract. You'll own platform adoption across a defined group of practices, working closely with the Technical Model Office Transition Lead and Training Manager as the trusted contact helping teams embed the platform into daily operations.

Benefits

- Package up to $170,000 for the right person
- Genuine influence over how a major technology platform is adopted across a network of practices
- Broad exposure to advice systems, change management and continuous improvement work
- Variety and autonomy, working across multiple practices rather than a single site

Duties / Key Responsibilities

- Build relationships with practice teams to drive adoption of the new platform and embed it into daily workflows
- Deliver training to adviser and support teams, building confidence and capability in the new system
- Act as the primary point of contact throughout transition, adoption and ongoing improvement
- Diagnose whether issues relate to training, process or system, and route them to the right team
- Represent the practice user perspective in testing and feed insights back to head office,



partnering with the Technical Model Office Transition Lead and Training Manager

Skills and Experience

- Strong background in Australian financial advice, with a solid understanding of advice systems and practice workflows
- Experience delivering training to adviser groups, in person and online
- Ability to diagnose system interconnectivity issues and pinpoint where users are getting stuck
- Demonstrated change management experience, with a track record of embedding new ways of working in established teams
- Solid stakeholder engagement skills, with the credibility to work with practice principals, advisers and support staff at all levels
- Self-directed, resourceful and comfortable with significant travel
- Exposure to Xplan, Captegra, Salesforce-based CRMs or accounting practice management software highly regarded

Damien is recruiting for this role on behalf of Allura Partners.

About Allura Partners

Allura Partners was founded to support private equity firms by placing C-Suites to lead, transform, and scale portfolio companies. Today, in addition to our proven private equity specialisation, we've become a trusted partner for major ASX-listed and private enterprises in Australia, offering executive search, recruitment, and business transformation. Known for integrity, reliability, and results, our expertise spans Executive Search, Accounting & Finance, Transformation & Change, and Technology & Digital. We connect businesses and top-tier talent, exceeding expectations and driving lasting impact.

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📌 Implementation Manager (Financial Advice Tech) (Queensland)
🏢 Allura Partners
📍 Queensland

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