Team Manager

Job Description

In this role, you will: 

• Lead a team of consultants to achieve (if not exceed) their KPI’s as well as educating and supporting growth and digital adoption from clients and advisors. 
• Identify and fulfil the coaching, skills, experience, and capability needs of consultants. 
• Ensure all team members work in a compliant manner in line with internal guidelines and obligations, and external regulatory requirements.
• Monitor and deliver on agreed targets by providing leadership to drive an effective, efficient, collaborative and customer centric culture.
• Manage cost centre within budget.
• Manage key stakeholder relationships.
• Use data metrics and key themes to improve and build upon customer outcomes. 
• Provide performance reporting and customer insights to key stakeholders. 
• Accountable for the completion of assigned tasks and projects

What you will bring to the team

Ideally, you will bring the following experiences to this role: 

• Previous 3+ years’ experience in managing people and working across a fast paced, customer/client service orientated team environment and/or financial service industry and driving a collaborative, high performance culture.
• Experience in providing technical experience within own area/team.
• Broad understanding and experience of wealth management and processes of financial planning
• Understanding of the regulatory and compliance regime for financial services
• High level understanding of superannuation legislation

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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