Transitions Manager – Wealth Management
Selling Points
- Lead end-to-end advisor practice transitions for a premier wealth brand.
- High-impact, highly visible role driving practical implementation.
- Flexible location (Sydney, Melbourne, or Brisbane) with hybrid working.
The Company
A premier Australian wealth manager undergoing an exciting phase of growth and strategic expansion. Known for its high-caliber teams, client-first focus, and commitment to operational excellence.
The Role
A hands-on, 12-month contract leading the execution of advisor and client practice transitions. You will oversee advisor onboarding, map complex client books to approved product lists, execute platform transitions, and solve operational bottlenecks alongside back-office teams.
Your Experience
- Proven track record leading hands-on practice or platform transitions (e.g., Netwealth, BT Panorama).
- Deep operational expertise in wealth management, platform mechanics, and advice processes.
- Excellent stakeholder skills with the resilience to negotiate effectively with demanding advisors.
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
