
Head of Operations - Financial Planning
Cartwright Jones Pty Ltd
Posted 7 days 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
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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