Are you an experienced wealth management or advice professional who enjoys helping Advisers and their teams operate more consistently, productively and commercially?
We are actively seeking a motivated and experienced Practice Development Manager to join our teams based in both Sydney and Melbourne. This senior Adviser-facing role will help improve day-to-day practice by embedding agreed processes, workflows, tools and support models across the client journey.
Working closely with Advisers, Associates, key stakeholders and the Koda project team, this role offers an exceptional opportunity for someone who is passionate about enhancing our client experience, improving practice performance, strengthening adviser enablement and supporting continuous improvement in a growing, independent wealth management firm.
What you will bring …
Koda is a place for people who want to make a meaningful impact on clients, on each other and on the community. We bring together ambitious self-starters who thrive with autonomy, work collaboratively and take pride in shared ownership.
At Koda, you are trusted, supported and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.
Our collegiate workplace culture is founded on three simple but non‑negotiable values: quality, courage and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.
At Koda, we believe investors deserve genuinely independent advice and the better outcomes that come with it. That’s why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients’ goals and access every potential opportunity for better outcomes.
And there’s more…………
And lots of elephants… we can explain at your interview
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Practice Development Manager • Melbourne, AU
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