Job Description
Pivot Wealth is Australia's most awarded financial advice business and one of the fastest growing. We help high-income professionals create a life not limited by money, and we do it with conviction, plain English, and a genuine belief that the average financial playbook is broken.
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Pivot Lending is the mortgage broking arm of that business. We work hand-in-hand with our advice team to deliver integrated lending strategies that actually move the needle for clients. This isn't a referral arrangement. It's a fully embedded, advice-led lending operation that most broking businesses can't touch.
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About Pivot Wealth
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The Role
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We're growing fast and we need someone who can lead the lending team without letting anything slip. That means managing two robust brokers + 1 lending associate, maintaining your own personal loan book, coordinating with our offshore support team, and stepping into CSM management within your first few months.
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This is a senior role. You'll have earned the right to it through years of high-quality broking and at least some experience managing people. You'll hit the ground running, not wait for a ramp.
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What You'll Own
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Personal loan book at 60% of standard broker volume ($3M+ in monthly settlements)
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Day-to-day performance management of 2 brokers + 1 lending associate (with more to come as we grow)
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Weekly coordination of our offshore support team
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CSM management within 1-3 months of starting
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Weekly coaching and file QA reviews with each broker
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File quality, compliance narrative, and client experience across the lending team
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Process improvement: spot the gaps, propose the fix, implement it




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What We're Looking For
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Minimum 3 years experience as a fully qualified mortgage broker.
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A track record of $3M+ per month in personal settlements.
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Experience managing people: CSMs, admin, or junior brokers. You know what a real performance conversation looks like.
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Strong lender panel knowledge and comfort with complex files.
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Clear, direct communicator who doesn't overcomplicate.
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Someone who wants to build something, not just maintain it.
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Maybe This Role Isn't For You If...
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You've always worked as a sole operator and the idea of carrying a team makes you nervous.
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You're looking to step away from client‐facing work entirely.
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You need a slow ramp before you take ownership.
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You're conflict‐avoidant. This role occasionally requires a hard conversation.
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Why Pivot
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Real leadership scope from day one.
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Commission structure that rewards performance, not just tenure.
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A team that's already running, with strong systems and offshore support in place.
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An integrated advice and lending model you'll be proud to be part of.
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ESOP participation as the business grows.
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Sydney CBD office. A leadership team that coaches, not just manages.
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Compensation
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$135,000 - $160,000 base
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super
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personal book commission (paid quarterly on cash received)
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quarterly team performance bonus
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up to 20% annual bonus (cash
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ESOP.
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Total compensation is meaningfully higher than base for strong performers.
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We welcome applications from people of all backgrounds, experiences, and identities.

📌 Mortgage Broker Team Manager (New South Wales)
🏢 Pivot Wealth
📍 New South Wales