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

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

05 Aug
|
Roc Consulting
|
Gold Coast

05 Aug

Roc Consulting

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
#J-*****-Ljbffr

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

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