Morningstar Australasia Pty Limited is seeking a Practice Optimisation Lead to join the Managed Portfolios business in Sydney. This senior client-facing role reports to the Head of National Sales and will design and deliver a differentiated practice optimisation proposition, helping Australian advice practices improve profitability, scalability, and client outcomes.
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The successful candidate will lead with commercial acumen, build thought leadership, and develop a Train the Trainer program for
📌 Practice Optimisation Lead -- Advisory Growth (New South Wales)
🏢 Morningstar Credit Ratings
📍 New South Wales
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