Transition Manager
- Lead a strategic transition function within a high-net-worth wealth business
- Drive high-impact change and build bespoke client onboarding journeys
- Enjoy competitive remuneration and executive-level stakeholder exposure
The Company A prestigious, highly respected Australian wealth manager dedicated to managing and protecting the financial futures of high-net-worth individuals and families. The organization blends a rich heritage with forward-thinking technology, placing client satisfaction and regulatory excellence at the center of its operations.
The Role As Transition Manager, you will lead a dedicated team of analysts responsible for executing end-to-end adviser and client transitions. You will design tailored transition plans across complex product structures and platform arrangements, interface directly with senior partners and advisers, and drive continuous process improvements to ensure fully compliant, frictionless outcomes.
Your Experience
- Degree qualified in Business, Economics, Law, or a relevant discipline (Change/Project Management or Financial Advice qualifications preferred).
- 5+ years of experience in wealth management catering to high-net-worth clients.
- Proven track record in project managing complex, licensee-to-licensee client transitions.
- Demonstrated experience leading or mentoring small operational or project teams.
- In-depth expertise in Australian retail financial advice regulations and wealth operating models.
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.
