Senior Manager, Practice Operations & Performance

Responsibilities

• Lead, coach, and develop Operations Managers and Team Leads to drive accountability and consistent delivery
• Monitor BAU execution, identifying inefficiencies, bottlenecks, and operational risk
• Oversee capacity planning across Paraplanning and Client Services teams
• Own operational and performance reporting, including workflow health, capacity, and revenue-related indicators
• Act as a senior operational owner of advice systems such as Xplan
• Lead operational improvement initiatives and ensure successful implementation of changes
• Ensure teams work within agreed compliance, AFSL, and governance frameworks

Requirements

• 8+ years of leadership experience in financial advice operations, paraplanning, or client services
• Proven experience implementing and embedding change initiatives
• Experience leading process alignment across a wider business
• Strong commercial and capacity-planning mindset
• High level of data literacy and ability to interpret performance trends
• Ability to engage with advisers and senior stakeholders
• Experience operating within governance and risk frameworks

About the Company

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm providing integrated wealth management, family office, and business management services. We offer holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit, and tax.