Business Manager, Wealth Solutions

About First Cape | Mo FirstCape

FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.

About the opportunity | Mo te whai waahi

We are looking for an experienced and commercially minded Business Manager to join our Wealth Solutions team.

Reporting to the Head of Wealth Solutions, this role plays a pivotal part in supporting the development, implementation and ongoing effectiveness of wealth solutions and strategies across JBWere. You will work closely with multiple functions across the business to drive strategic initiatives, support transformation activity, deliver business insights, and help ensure our client value proposition remains market-leading and fit for purpose.

This is an exciting opportunity for someone who enjoys operating at both a strategic and operational level. You will collaborate across Advisory, Compliance, Innovation & Technology and other business units to support informed decision-making, drive business outcomes and contribute to the ongoing evolution of our client value proposition and the Wealth Solutions function.

Key Responsibilities | Ngā Kawenga Mahi

• Support the development and ongoing delivery of Wealth Solutions capabilities and services.
• Maintain and enhance internal resources, including guidance notes, workflows and intranet content.
• Contribute to reviews of products, services and operating frameworks, assessing suitability, market positioning, commercial implications and client outcomes.
• Develop reporting and insights that support decision-making, prioritisation and business performance monitoring.
• Support client segmentation strategies and initiatives across key client groups.
• Partner with stakeholders across the business to drive collaboration, transparency and ownership of strategic initiatives.
• Support transformation, integration and change activities across the Wealth Solutions function.
• Identify opportunities to improve processes and implement enhancements where appropriate.
• Monitor and manage risks, issues and compliance obligations relevant to Wealth Solutions.
• Build strong stakeholder relationships and influence outcomes across a broad range of internal and external audiences.
• Track strategic projects and initiatives to ensure effective prioritisation and delivery.

What you will bring to the role | He aha ka kawea e koe ki te mahi

You will be a highly organised and commercially aware professional with strong analytical capability and a passion for driving client outcomes.

Key requirements include:

• Relevant tertiary qualification in Business, Finance, Commerce or a related discipline.
• 5-8 years' experience within financial services and/or consulting environments.
• Experience contributing to strategy, transformation and change initiatives.
• Proven ability to work across multiple business functions to deliver outcomes.
• Experience preparing business cases, recommendations, reporting and process documentation.
• Strong analytical skills with the ability to generate and communicate meaningful insights.
• Knowledge of wealth management services and the broader regulatory environment.
• Excellent verbal and written communication skills.
• Strong stakeholder engagement and influencing capability.
• Ability to balance multiple priorities and manage competing demands.
• High attention to detail, sound judgement and discretion when handling confidential information.
• Commitment to collaboration, innovation and continuous improvement.
• Strong client focus with the ability to bring a client-centred perspective to business decisions.

Why work at FirstCape? | He aha mahi i te FirstCape?

We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.

We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.

We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).

To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.