Infocus Wealth Management – Sydney CBD NSW

We're a multi-award winning 'new model' financial services enterprise that is advice led, and client obsessed. We operate Australia's only end-to-end wealth platform dedicated to empowering financial advice professionals with the freedom, infrastructure, and support they need for success in the business of financial advice.

For over 30 years we've balanced founder-led values with industry leading technology, giving advisers true autonomy backed by national infrastructure, support and client-first discipline.

We combine best practice business and operating models, driven by leading edge SaaS and PaaS technology, investment solutions, and a client-centric framework, ensuring financial advisers have everything they need for success. Our end-to-end approach gives our partners the autonomy to operate their businesses their way, backed by the resources of a national, trusted, founder-led network.

We pride ourselves on our excellent team culture, our commitment to quality financial advice and the opportunity we have to make a genuine difference in the lives of our clients. Our Head Office is uniquely positioned here on Queensland's Sunshine Coast, with our team of ~80 talented individuals across Australia in our various state offices.

ABOUT THE ROLE

We're looking for a commercially minded Growth & Transition Manager to identify and progress Platformplus growth opportunities and coordinate the end-to-end transition of suitable clients and assets onto the platform. Based in Sydney, this full-time role combines business development, key account and relationship management, and practical transition delivery.



You'll work closely with Member Firms and internal specialists to take opportunities from initial qualification through to implementation, while helping shape a growing transition service and operating model. Regular interstate and intrastate travel is required.

KEY OBJECTIVES

Identify, qualify and progress Platformplus growth opportunities with Member Firms.

Manage a structured opportunity pipeline from initial engagement through assessment, transition and conversion.

Coordinate transition plans, milestones, dependencies, risks, actions and stakeholder communication.

Build trusted relationships with advisers, practice teams, platform partners and internal stakeholders.

Use data and commercial insight to prioritise opportunities and support increased platform adoption and funds under administration.

Help develop repeatable processes, tools, templates and reporting that make transitions simpler and more scalable.

Identify and resolve transition barriers while ensuring legal, regulatory, privacy, risk and compliance requirements are met.

ABOUT YOU

Experience in business development, key account management, relationship management, platform distribution, transition management or a comparable financial services role.

A sound understanding of wealth platforms and investment structures; knowledge of Australian superannuation,



pension and non-super investments will be highly regarded.

Strong commercial, analytical and problem-solving skills, with the confidence to initiate commercially focused conversations and progress opportunities.

Proven ability to coordinate complex, multi-stakeholder activity, manage competing priorities and maintain momentum.

Excellent written and verbal communication skills, strong attention to detail and reliable follow-through.

Experience with CRM, pipeline, workflow and reporting systems, along with Microsoft 365.

A relevant tertiary, financial services, RG146 or project management qualification is desirable but not essential where you bring strong practical experience.

You take ownership, work collaboratively and use sound judgement to deliver practical, high-quality outcomes.

Please note that any offer of employment will be subject to satisfactory reference checks, background screening and verification of your right to work in Australia

Reviewed platform and business data to prioritise a promising Member Firm chance.

Met with advisers and practice leaders to understand their current platform arrangements, client needs and transition barriers.

Built a practical transition plan covering milestones, responsibilities, dependencies and risks.

Brought together product, technology, operations and compliance specialists to resolve an implementation issue.

Updated the opportunity pipeline and provided clear reporting on progress, forecast impact and next steps.

WORKING AT INFOCUS

At Infocus, we want our people to feel empowered to contribute, challenge ideas and find better ways of working. We are committed

📌 Growth & Transition Manager (Sydney)
🏢 Infocus Wealth Management
📍 Sydney