Morningstar is seeking a Practice Optimisation Lead to join its Managed Portfolios business in Australia. The role reports to the Head of National Sales - Managed Portfolios and focuses on building and leading a comprehensive practice optimisation proposition to improve adviser productivity, profitability and client outcomes.
The role involves thought leadership, industry representation, and delivering a Train the Trainer program to enable the sales team to drive strategic advisory conversations
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📌 Practice Optimisation Leader: Adviser Growth & Strategy (Sydney)
🏢 Morningstar
📍 Sydney
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