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Manager, Advice Operations

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AustralianSuper

Feb 9

  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Business, Operations & Strategy
  • Melbourne

AI generated summary

  • You need 3+ years in operations, leadership skills, RG146, financial services knowledge, project experience, strong communication, data analysis skills, and a grasp of risk management.
  • You will lead teams, provide coaching, manage risks, drive process improvements, resolve complex issues, and oversee reporting for performance insights and decision-making.

Requirements

  • 3+ years’ business operations experience, preferably within financial services and financial advice.
  • A track record of driving operational excellence within and beyond your team.
  • RG146 certification or the willingness to obtain within the required timeframe.
  • Proven people leadership experience.
  • Strong knowledge of superannuation, financial advice, and regulatory environments.
  • Exposure to project management and/or project delivery.
  • Excellent stakeholder management, communication and interpersonal skills to develop and maintain relationships across all levels, influence decision-making, and drive outcomes.
  • High proficiency in Microsoft applications and data analysis and reporting tools (e.g., Excel, Power BI).
  • Strong problem-solving and critical-thinking abilities.
  • Demonstrated ability to drive process improvements and lead change initiatives.
  • Experience with CRM systems and workflow management tools.
  • Knowledge of operational risk management and compliance frameworks.

Responsibilities

  • Lead the Advice Operations Specialist and Advice Implementation Consultant teams, fostering a high-performing, collaborative culture.
  • Provide guidance, coaching, and support to enhance their capabilities and career progression.
  • Monitor and manage operational risks within expected timeframes, ensuring compliance with internal policies, regulatory guidelines, and best practices.
  • Identify and lead continuous improvement initiatives to enhance efficiency, scalability, and effectiveness across processes and systems.
  • Act as a point of contact for complex issues, providing resolution and maintaining positive partnerships.
  • Own the reporting framework for the financial adviser network, including regular data analysis and insights, whilst producing comprehensive reports and dashboards to track performance, identify trends, and inform decision-making.

FAQs

What is the primary responsibility of the Manager, Advice Operations?

The primary responsibility is to lead the Advice Operations and Advice Implementation functions, providing operational support and services to financial advisers and driving enhancements aligned with strategic priorities.

What qualifications are required for this role?

A minimum of 3+ years’ business operations experience in financial services, proven people leadership experience, and RG146 certification or willingness to obtain it are required.

Is experience with CRM systems necessary for this role?

Yes, experience with CRM systems and workflow management tools is necessary for managing operational processes effectively.

What kind of team culture does AustralianSuper promote?

AustralianSuper promotes a collaborative and high-performing culture within teams, emphasizing guidance, coaching, and support for career progression.

Are there opportunities for ongoing learning and career development?

Yes, AustralianSuper is committed to colleague development and offers ongoing learning, coaching, training, and career opportunities within the organization.

Is knowledge of superannuation and financial advice necessary for this position?

Yes, a strong knowledge of superannuation, financial advice, and the regulatory environment is essential for this role.

What kind of projects will I be involved in as Manager, Advice Operations?

You will be involved in both business-as-usual (BAU) and fund initiatives, driving improvements, and supporting change management and implementation efforts.

What are the main skills required for this position?

Strong stakeholder management, communication skills, data analysis proficiency, problem-solving abilities, and experience in driving process improvements are required.

Is Australian or New Zealand citizenship required for this role?

Yes, Australian or New Zealand citizenship or Australian permanent residency status is required.

Do you offer a flexible working environment?

Yes, AustralianSuper promotes a blended working environment where roles can flex, and they are open to discussing what flexibility looks like for each employee.

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AustralianSuper

As Australia’s largest superannuation fund, we’re here to help members achieve their best possible retirement outcome.

Finance
Industry
1001-5000
Employees
2006
Founded Year

Mission & Purpose

AustralianSuper is for everyday Australians and businesses; we help invest members’ money to create the best possible retirement outcomes for members. More than 3 million members and 440,000 businesses trust us to invest more than AU$270 billion on their behalf. One in 8 working Australians are a member of AustralianSuper, the nation’s largest superannuation fund. Our size has given us the ability to leverage significant investment opportunities for long term performance and low fees that are passed on to our members. With services and advice that simplify super for business including a free clearing house, secure online transactions, dedicated relationship managers, education and help. It’s easy to see why we’ve been a top performing fund. ----------------------------------------------------------------------------------------- AustralianSuper is not responsible for other user's comments. We reserve the right to delete any comments that are not in line with our community standards. ______________________________________________________________________________________ Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. Reference to any awards and ratings are only one factor to be taken into account when choosing a super fund. The information posted by AustralianSuper may be general financial advice which doesn’t take into account your personal objectives, situation or needs. Before making a decision about AustralianSuper, you should think about your financial requirements and refer to the relevant Product Disclosure Statement, available at australiansuper.com/pds or by calling 1300 300 273. AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898.