Job Description

We're BDO, a global professional services firm connected to local markets, providing specialist expertise to help businesses achieve their goals.

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About The Role

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As a member of the Quality & Risk Management team, you will play a key role in enhancing how BDO assesses, manages and onboard clients across the firm. This national Manager – Onboarding role offers the flexibility to be based in Adelaide, Brisbane, Melbourne, Perth or Sydney.

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Working closely with the Head of Policy, Compliance and Client Onboarding, you will help establish and embed a firm‐wide client and engagement acceptance framework, ensuring governance, risk and operational processes support consistent, high‐quality decision‐making.

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Key Responsibilities and Duties

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- Partner with the Head of Policy, Compliance and Client Onboarding to establish, operationalise and continuously enhance the firm's client onboarding framework.
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- Update, design and implement governance structures, operational practices, workflows and controls to support effective and consistent acceptance processes.
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- Lead the development of applications, submissions and supporting documentation for Client Onboarding Acceptance Panels.
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- Ensure acceptance processes, frameworks and controls remain aligned with firm policies, professional standards and regulatory requirements.
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- Lead the development, maintenance and enhancement of policies, procedures, guidance materials and risk assessment frameworks supporting client onboarding.
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- Oversee the design and ongoing refinement of onboarding forms, questionnaires, risk assessment criteria and escalation pathways.
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- Support the rollout and evolution of client onboarding systems, ensuring policies, procedures and operational practices remain fit for purpose.
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- Monitor emerging risks, analyse trends and themes, and provide recommendations to strengthen governance outcomes and risk management practices.
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- Ensure risk assessments,



escalations and acceptance decisions are appropriately documented, supported and communicated to relevant stakeholders.
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- Partner with Service Line Quality Leaders, Legal, Anti‐Money Laundering, Enterprise Risk Management, Independence Conflicts and Ethics teams to translate acceptance requirements into practical business processes.
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- Act as a trusted advisor on client onboarding and acceptance governance matters, providing guidance to stakeholders across the firm.
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- Develop and deliver guidance, training and awareness initiatives to strengthen understanding of client onboarding requirements.
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About You

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You bring a blend of governance, risk and stakeholder management experience, together with a practical, solutions‐focused approach to improving business processes and managing organisational risk.

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You Will Also Have

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- Experience in client and engagement acceptance, governance, risk or compliance within a qualified services or regulated environment.
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- A degree in Business, Management, Finance or a related discipline.
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- Experience with Microsoft Dynamics 365 or similar CRM platforms (preferred).
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- Strong understanding of client onboarding, due diligence and risk assessment processes.
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- Experience developing policies, frameworks and operational processes, with awareness of evolving regulatory and risk requirements.
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- Excellent stakeholder engagement, influencing and written communication skills, with proven experience leading complex initiatives and partnering with senior stakeholders.
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- Proven ability to lead change, drive continuous improvement and apply sound judgement to risk‐based decision‐making.
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Benefits and Culture

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At BDO you will enjoy a range of health, wellbeing and professional development benefits, including wellness programs, travel perks, discounts, professional training, and generous leave options. Our inclusive culture encourages collaboration, learning, and career growth.

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📌 Manager - Client and Engagement Acceptance Risk (Victoria)
🏢 BDO in Australia
📍 Victoria