💼 About This Role

You'll lead a customer servicing team for a wealth management FinTech in a hybrid role. You'll coach and develop team members, manage daily operations, and ensure compliance with superannuation legislation. This position combines people leadership with hands-on technical oversight, offering the chance to shape client and adviser experiences while driving continuous improvement.

🎯 What You'll Do

• Lead, coach and support team members through regular engagement and feedback
• Provide technical guidance for complex or escalated administration matters
• Manage daily queues, workloads and priorities to meet service levels
• Identify process inefficiencies and contribute to continuous improvement

📋 Requirements

• Financial services administration or operations experience (3-5 years)
• Team leadership experience in an operational setting
• AML/CTF and superannuation legislation knowledge
• RG146 compliance

✨ Nice to Have

• Netwealth products and systems knowledge
• Tertiary qualifications in Business or Finance

🎁 Benefits & Perks

• 🏠 Hybrid work - 4 days in office per fortnight
• 👶 Paid parental leave and school holiday program
• 🏥 Wellness perks including virtual healthcare and income protection
• 📚 Career development - top 5 company for career growth in Australia
• 🤝 Inclusive culture with employee resource groups

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Behavioral Interview· 60 min