Practice Manager, Wealth Management — Lead Operations (Office-Based) (City of Gold Coast)

Practice Manager, Wealth Management — Lead Operations (Office-Based) (City of Gold Coast)

06 Aug
|
Roc Consulting
|
City of Gold Coast

06 Aug

Roc Consulting

City of Gold Coast

Roc Consulting on the Gold Coast/Southport area is seeking a Practice Manager to join a high-calibre wealth management team. You will oversee daily operations, lead the advisory and support staff, and drive systems and process improvements to enhance client service and efficiency.

Key requirements include 5+ years in leadership within financial planning, robust XPLAN knowledge, exceptional attention to detail and communication, and a proven ability to collaborate with executives to deliver

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📌 Practice Manager, Wealth Management — Lead Operations (Office-Based) (City of Gold Coast)
🏢 Roc Consulting
📍 City of Gold Coast

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