About Pivot Wealth

Pivot Wealth is Australia's most awarded financial advice business and one of the fastest growing. We help high-income professionals create a life not limited by money, and we do it with conviction, plain English, and a genuine belief that the average financial playbook is broken.

Pivot Lending is the mortgage broking arm of that business. We work hand-in-hand with our advice team to deliver integrated lending strategies that actually move the needle for clients. This isn't a referral arrangement. It's a fully embedded, advice-led lending operation that most broking businesses can't touch.

The Role

We're growing fast and we need someone who can lead the lending team without letting anything slip. That means managing two strong brokers, maintaining your own personal loan book, coordinating with our offshore support team, and stepping into CSM management within your first few months.

This is a senior role. You'll have earned the right to it through years of high-quality broking and at least some experience managing people. You'll hit the ground running, not wait for a ramp.

What You'll Own

Personal loan book at 60% of standard broker volume ($3M+ in monthly settlements)

Day-to-day performance management of 2 brokers (with more to come as we grow)

Weekly coordination of our offshore support team

CSM management within 1-3 months of starting

Weekly coaching and file QA reviews with each broker

File quality, compliance narrative, and client experience across the lending team

Process improvement: spot the gaps, propose the fix, implement it

What We're Looking For

Minimum 3 years experience as a fully qualified mortgage broker.

A track record of $3M+ per month in personal settlements.

Experience managing people: CSMs, admin, or junior brokers. You know what a real performance conversation looks like.

Strong lender panel knowledge and comfort with complex files.

Clear, direct communicator who doesn't overcomplicate.

Someone who wants to build something, not just maintain it.

Maybe This Role Isn't For You If...

You've always worked as a sole operator and the idea of carrying a team makes you nervous.

You're looking to step away from client-facing work entirely.

You need a slow ramp before you take ownership.

You're conflict-avoidant. This role occasionally requires a hard conversation.

Why Pivot

Real leadership scope from day one.

Commission structure that rewards performance, not just tenure.

A team that's already running, with strong systems and offshore support in place.

An integrated advice and lending model you'll be proud to be part of.

ESOP participation as the business grows.

Sydney CBD office. A leadership team that coaches, not just manages.

Compensation

$135,000 - $160,000 base + super + personal book commission (paid quarterly on cash received) + quarterly team performance bonus + up to 20% annual bonus (cash + ESOP). Total compensation is meaningfully higher than base for strong performers.

How to Apply

Click the link to apply. Tell us about your broking track record and the most meaningful thing you've done to develop someone else in your team. That second part matters as much as the first.

We welcome applications from people of all backgrounds, experiences, and identities.