We’re partnering with a well-established and growing wealth advisory business seeking a Senior Operations and Practice Manager to lead their advice operations function.

This is a high-impact leadership role where you’ll drive operational excellence, improve adviser productivity, and build scalable processes across paraplanning, client services, and operations.

You’ll work closely with senior leadership to translate strategy into consistent, high-quality delivery.

If you’re a solid people leader with a commercial mindset and deep experience in advice operations and people management, this is an opportunity to step into a role where you can genuinely shape outcomes.
Leadership Role in a growing HNW financial advice business
Work closely with senior stakeholders and shape operational strategy

What You’ll Be Doing

Lead & Develop High-Performing Teams
Coach and mentor team Leaders and an operations Manager
Build a culture of accountability, collaboration, and client focus
Set explicit expectations around performance, workflow, and service delivery

Drive Operational Excellence
Ensure smooth day-to-day operations across advice support teams
Identify and resolve inefficiencies, bottlenecks, and risks
Act as the escalation point for complex operational challenges




Partner with advisers to optimise workload and capacity
Remove operational friction impacting client outcomes
Align team capability with adviser demand

Own Performance Reporting & Insights
Deliver clear insights across workflow, utilisation, and capacity
Use data to influence decision-making and improve performance
Ensure compliance with regulatory and governance frameworks
Act as a key owner of advice systems (e.g. Xplan)
Lead and embed operational improvement initiatives

About You
8+ years’ experience in financial advice operations, paraplanning, or client services. High-net-worth client experience highly regarded.
Proven leadership experience managing managers and/or teams
Strong track record of driving operational improvement and change
Commercial mindset with experience in capacity planning and workflow management
Confident engaging with advisers and senior stakeholders

You are:
A robust people leader who builds accountability and capability
Commercially aware and outcomes-driven
Highly organised with strong execution discipline
Data-savvy and comfortable making informed decisions
Calm, pragmatic, and solutions-focused
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📌 Senior Operations And Practice Manager Melbourne
🏢 Kaizen Recruitment
📍 Melbourne