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Form of work An exciting opportunity is currently available for an experienced wealth management professional to join our Wealth Management Advice division.
Acting as the key coaching and implementation support for the national Advice Services team, you will provide oversight across staff coaching and development to enhance knowledge and performance across our team.
Other key responsibilities within this role will include:
Creation, development, and maintenance of resources for Client Service Associates, Paraplanners and Fees Analysts to assist in their understanding and implementation of standard processes and procedures. This will cover new projects, regulatory changes, BAU updates and digital improvements that impact the Advice Services team
Providing national onboarding training for the Advice Services team; including product, trading, all relevant systems including Xplan, processes and procedures
Delivery of one to many and 1:1 updates and information sessions as required
Responsible for Xplan system training for Client Service Associates, para-planners and bankers (if required)
Provide coaching on support related activities for the production of Fee Disclosure Statement / Opt-in and Advice Fee Consents
Working with our State based Client Service leaders to identify need-based training opportunities
Driving consistency of processes and identifying and implementing opportunities to improve team and business efficiency
Responsible for the maintenance and improvements of the procedures documentation used across Advice Services (note: temporary due to a current secondment)
Responsible for implementing and maintaining relevant Xplan workflow (and in the future Salesforce) templates used by Client Service Associates
Design, implement and maintain standardised process maps, workflows and reporting dashboards within Salesforce
Responsible for the Advice Services content on the Private Bank Hub sharepoint site
To be successful in this position, you will have prior experience in a Wealth or Financial Planning operational leadership or training role with an understanding of financial markets, products and industry trends. You will be confident in coaching and possess excellent communication and interpersonal skills, in order to establish strong working relationships with key stakeholders. You will display effective planning skills with a strong detail focus and have an intuitive and innovative approach to your work. In addition, you will ideally have experience with XPlan with a completed RG146.
About Banking and Financial Services
Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients.
Our commitment to Diversity, Equity and Inclusion
The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.
We are committed to providing a working environment that embraces and values diversity, equity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.
About Macquarie
A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.
Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 19,200+ employees and offices in 34 markets around the world, we’re a truly global organisation.
You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.
Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
Job no: BFS-970277
Work type: Permanent - Full time
Location: Sydney
Category: Mid-level, Administration & Support, Private Banking & Wealth Management
Group: Banking and Financial Services
Division: Wealth Management
Recruiter: Sijia Dong
Opening Date: 28/3/2023
