Logo for Head of Operations - Financial Planning

Head of Operations - Financial Planning

Cartwright Jones Pty Ltd
Sydney, NSW
A$160,000-$200,000 p/a + Super + Bonus
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 1 day ago


A highly regarded, independently owned wealth advisory firm based in Sydney’s CBD is seeking a driven and capable Head of Business Operations to join their leadership team.

With 20 staff and plans to scale significantly in the coming years, this is an exciting opportunity to step into a senior, high-impact role where you can take the next step in your career and help shape the future of a growing business.

About the Role

Reporting directly to the Directors, you’ll lead day-to-day operations across the firm—spanning finance, compliance, HR, IT, and client administration. You’ll manage a team of 7 direct reports and play a key role in building out the firm’s infrastructure, systems, and team as the business continues to grow.

This role suits someone who enjoys both strategic input and hands-on execution, with the autonomy to influence business outcomes.

Key Responsibilities

Oversee internal operations across finance, compliance, people, and client services

Lead AFSL and MDA compliance, risk reporting, audits, and governance frameworks

Manage HR lifecycle including recruitment, onboarding, contracts

Maintain strong financial management, including budgeting, forecasting, and reporting

Support adviser transitions, client administration, and service delivery

Coordinate IT vendors, internal systems, marketing, and office operations

Play a key role in acquisition integration and future growth planning

What We’re Looking For

Proven experience in a similar operations, general management, or practice leadership role

Strong understanding of AFSL compliance, financial controls, and HR best practices

Confident team leader with the ability to manage a growing operations team

A self-starter who enjoys building systems and improving efficiency

Excellent communication skills and a collaborative, can-do approach

Why Join?

Take the next step in your career in a leadership role with genuine scope and impact

Work closely with senior decision-makers in a respected, client-first business

Be part of a stable, collaborative team with low turnover and strong values

Competitive salary package ($160k–$190k + Super + Bonus ), with long-term potential

To Apply for the role please press apply now or call James on 0451 831 861 for a confidential discussion.


About Cartwright Jones Pty Ltd

Sydney, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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