Manager, Client & Technical Services

Manager, Client & Technical Services – NSW

Newcastle or Erina | Full Time | NSW Travel Required

Coastal Advisory Australia is looking for an experienced Manager, Client & Technical Services to lead our NSW Client & Technical Services team.

Reporting to the Head of Client & Technical Services, you’ll lead a team across Technical Services, Client Services and Adviser Associates, with responsibility for people leadership, operational performance, service delivery and capability development.

This is a hands-on leadership role for someone who understands financial advice, knows how a high-performing advice support function should operate and, importantly, knows how to lead and develop people.

What you'll be responsible for

• Lead, coach and develop the NSW Client & Technical Services team.
• Manage workflow, capacity, priorities and service delivery across the region.
• Build team capability through regular coaching, feedback and performance management.
• Drive consistent ways of working and embed Coastal's processes and service standards.
• Partner closely with Regional Managers and Advisers to ensure effective and consistent support.
• Use reporting and operational data to identify capacity constraints, service issues and improvement opportunities.
• Support the onboarding and integration of new employees and acquired businesses.

What we're looking for

You'll need:

• Strong experience within financial advice and Client & Technical Service Support.
• Previous experience managing and leading people.
• Strong working knowledge of Xplan.
• Strong platform knowledge and experience
• Demonstrated experience managing workflows, competing priorities and service delivery.
• Strong coaching, communication and stakeholder-management skills.
• The ability to lead teams through change and build accountability.
• The ability to work collaboratively with Advisers and senior leaders.

Highly regarded:

• Experience onboarding or integrating teams through Mergers and Acquisitions.
• Experience with Wealth Central.
• Experience leading geographically dispersed or remote teams.
• Experience implementing process improvements and consistent operating standards.

About Coastal

Coastal Advisory Australia is a growing national advice business focused on helping Australians achieve financial confidence through trusted advice, meaningful relationships and long-term thinking.

As we continue to grow organically and through acquisitions, we're investing in dedicated leadership across our Client & Technical Services function. This role is an opportunity to help build that function in NSW and influence how we support our people, Advisers and clients as the business continues to grow.

The position can be based from our Newcastle or Erina office and will require travel across our NSW offices.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.