Advice Team Lead at Findex

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Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

0.0

Posted On

28 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Coaching, Stakeholder Management, Performance Management, Revenue Growth, Client Retention, Negotiation, Risk Identification, Market Intelligence, Team Development, Strategic Planning, Communication, Influence, Collaboration, Problem Solving, Decision Making

Industry

Financial Services

Description

Our Professional Services leadership team is seeking a senior leader to help shape and grow our Wealth Management business in Australia, partnering across the enterprise to deliver advice excellence and sustainable growth. This critical management role will support advice standards, revenue growth, client retention, and the development of high-performing teams. You will oversee multiple advice teams, inspire performance and deliver exceptional outcomes for both clients and staff. Your role, your contribution! Set direction and inspire high performance across multiple advice teams, role-modelling behaviours aligned to our culture and strategic objectives Lead through influence, partnering with senior stakeholders across Wealth, Go To Market, Commercial Insights, Process Excellence and PMO to align priorities and deliver outcomes Development of our people (directly and indirectly) through consistent and effective coaching, feedback, and experience Implement strategies to enhance employee retention and collaborate with stakeholders (Process Excellence and PMO) to ensure optimal resourcing levels Play a pivotal role in the strategic direction of the Wealth management business, including service and pricing strategies. The benefits of joining us Flexible work and schedules: Work from a location that suits you, with dynamic schedules and tailored experiences to support your work-life balance. Career growth and development: Access industry-leading learning programs and work alongside a diverse, motivated Professional Services Leadership team driving excellence across the business. Reward and wellbeing: Enjoy a competitive salary and bonus, plus support through our Employee Assistance Program (EAP) for your wellbeing. What you bring to the role: A proven track record of delivering complex outcomes through multiple senior stakeholders, balancing priorities, commercial objectives and delivery timelines Demonstrated experience achieving significant business revenue and growth Ability to clearly and confidently present, articulate and coach teams Capacity to negotiate, identify risks and apply relevant market intelligence to make informed decisions 10 years relevant industry experience in the Financial Planning and/or Financial Services industry (desirable but not essential) Previous experience with large Corporate or SME (Small Medium Enterprise) businesses (desirable but not essential) If you thrive in complex environments, enjoy working with high-performing teams, and want to play a key role in shaping the future of FINDEX’s Wealth Management Business, we’d love to hear from you. Apply today and help define the future of wealth management. Our Impact: Why Findex? At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 90+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference. For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

The Advice Team Lead will set direction and inspire high performance across multiple advice teams while partnering with senior stakeholders to align priorities and deliver outcomes. They will also play a pivotal role in the strategic direction of the Wealth Management business.