Advice Practice Management Lead

About the role

ANZ's Business & Private Bank is hiring a Practice Management Lead for its Advice Enablement team, based in Melbourne, Sydney or Brisbane. The role leads the management and continuous improvement of the Advice practice, strengthening processes, controls, governance, technology and ways of working to build a scalable wealth management proposition. It is a permanent position with standard hours.

Key responsibilities

• Drive continuous improvement of advice processes, workflows and procedures, removing operational inefficiencies that affect customers, advisers and support teams.
• Work with Technology teams to improve advice platforms, CRM systems, workflow tools, automation and the responsible use of AI.
• Use customer feedback, frontline insights and operational data to prioritise and implement practical improvements.
• Support frontline teams with guidance on end-to-end advice processes and best practices.
• Strengthen governance, controls, data quality and compliance, keeping processes aligned with legal, regulatory and internal policy requirements.
• Monitor risks, incidents, complaints and process dependencies, and collaborate with Risk, Compliance, Quality Advice and other specialist teams.
• Support regulatory, technology and business change initiatives and help build scalable operating frameworks.
• Lead and develop a high-performing team, and contribute to the Advice Enablement Leadership Team.

Required profile

• Strong experience in financial services, with exposure to financial advice, practice management, operational improvement or business transformation.
• Sound understanding of end-to-end advice processes and their regulatory, risk, governance and control frameworks.
• Experience implementing business, regulatory and technology change in a regulated environment.
• Relevant tertiary qualification in financial planning, finance, business, commerce or a related discipline, and financial advice qualifications appropriate to the role; the Financial Adviser Professional Exam is required where applicable.

Required skills

• Knowledge of wealth management and financial advice operating environments.
• Ability to lead, coach and develop teams, with excellent stakeholder engagement and influencing skills.
• Exposure to advice technology platforms, CRM systems, workflow solutions, automation and digital enablement programs.
• Good-to-have: retail and wholesale advice experience, and familiarity with data-driven continuous improvement, AI-enabled solutions or scalable operating models.

Applications are made through the ANZ careers site using reference number 127353; the posting closes on 15 November 2026.