As a Practice Management Lead, you’ll play a key role in enhancing how our Advice business operates, ensuring advisers and support teams can deliver exceptional customer outcomes through simple, effective and scalable practices.

You will:

• Drive continuous improvement of advice processes, workflows and procedures to create a more efficient, consistent and customer-focused operating environment.
• Identify and remove operational inefficiencies that impact customers, advisers and support teams, improving overall service delivery and experience.
• Work closely with Technology teams to enhance advice platforms, CRM systems, workflow tools, automation capabilities and the responsible adoption of AI solutions.
• Leverage customer feedback, frontline insights and operational data to prioritise and implement practical, sustainable improvements.
• Provide expert guidance and support to frontline teams on end-to-end advice processes and best practices.
• Strengthen governance, controls, data quality and operational disciplines to support a well-managed and compliant business.
• Ensure processes, templates, procedures and guidance remain aligned with legal, regulatory and internal policy requirements.
• Monitor business risks, incidents, complaints and process dependencies, helping drive timely resolution and continuous improvement.
• Collaborate with Risk, Compliance, Quality Advice and other specialist teams to support the delivery of high-quality, compliant advice.
• Support the successful implementation of regulatory, technology and business change initiatives across the advice practice.
• Help build scalable operating frameworks and ways of working that support future business growth without adding unnecessary complexity.
• Contribute to the ongoing evolution of the wealth proposition and advice operating model by providing practice management expertise and strategic insights.
• Lead and develop a high-performing team, fostering a strong culture of accountability, collaboration, customer focus and risk awareness.
• Build strong partnerships across Advice, Private Banking, Operations, Product, Technology, Risk and Compliance to deliver shared business outcomes.
• Contribute as a member of the Advice Enablement Leadership Team, supporting strategic priorities and broader Wealth business objectives.

To grow and be successful in this role, you will ideally bring the following:

Must-have knowledge, skills and experience:

• Strong experience within financial services, with exposure to financial advice, practice management, operational improvement, business transformation or change initiatives.
• Sound understanding of end-to-end advice processes and the associated regulatory, risk, governance and control frameworks.
• A track record of identifying opportunities to streamline processes, enhance customer outcomes and improve frontline effectiveness.
• Strong knowledge of wealth management and financial advice operating environments.
• Demonstrated ability to lead, coach and develop high-performing teams while fostering a customer-focused and risk-aware culture.
• Experience implementing and embedding business, regulatory and technology change within a regulated environment.
• Proven capability in enhancing operational processes, governance frameworks, controls and ways of working.
• Exposure to advice technology platforms, CRM systems, workflow solutions, automation initiatives and digital enablement programs.
• Excellent stakeholder engagement, communication and influencing skills, with the ability to build strong cross-functional partnerships.
• Strong analytical, problem-solving and decision-making capabilities, supported by a high level of attention to detail.
• Ability to balance immediate business priorities while helping establish scalable foundations for future growth.

Good-to-have knowledge, skills and experience:

• Exposure to both retail and wholesale financial advice environments.
• Experience within Advice Enablement, Private Banking, Wealth Management or a similarly regulated industry.
• Familiarity with data-driven continuous improvement, AI-enabled solutions or scalable operating models.

Qualifications:

• Relevant tertiary qualification in financial planning, finance, business, commerce or a related discipline.
• Financial advice qualifications appropriate to the role.
• Completion of the Financial Adviser Professional Exam, where required for the position.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.