Project Manager | Financial Services
- Manage business improvement and transformation projects from start to finish.
- Ensure projects are delivered on time, within budget, and achieve intended business outcomes.
- Lead change management and support the implementation of new systems and technology.
About the role
We are exclusively working on an exciting opportunity for a Project Manager with financial services operations experience to step into a broader, strategic role. In this role, you'll be responsible for managing business improvement and transformation projects from start to finish. This includes technology projects, process improvements, and supporting company acquisitions (M&A).
This opportunity is ideally suited to someone who has built their career within a financial planning practice and is looking to leverage their operational experience in a business improvement and transformation focused position.
Your role will be to ensure projects are delivered on time, within budget, and achieve the intended business outcomes.
- Leading projects from initiation through to completion
- Developing project plans, timelines and implementation strategies
- Working closely with advisers, executive leadership and operational teams
- Providing regular progress updates to senior stakeholders
- Managing project risks, issues and dependencies
- Driving process improvement and operational efficiency initiatives
- Supporting the implementation of new systems and technology
- Leading change management and ensuring successful adoption across teams
- Assisting with acquisition and integration projects as the business continues to grow
Skills & Experience
- Previous experience working within a financial planning or wealth management business is essential
- Experience as a Compliance Manager, Head of Operations, Operations Manager, Practice Manager, or similar role highly regarded
- Strong understanding of advice operations, compliance requirements, and practice management within financial planning
- Knowledge of process improvement and technology projects
- Strong leadership, decision making, and problem solving skills
- Ability to work in a team and collaborate with different personalities
About the Company and Culture
Our client is a well-established, rapidly growing financial services business with more than 100 employees across multiple offices. They provide holistic advice solutions and are recognised for their strong reputation, ambitious growth plans and commitment to innovation.
People enjoy working here because of the genuine focus on career development, wellbeing and long-term career growth. The culture is collaborative, performance driven and supportive.
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.
Please note only shortlisted candidates will be contacted.
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