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Practice Development & Client Engagement Manager

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Onsite

Practice Development & Client Engagement Manager

COUNT LIMITED

Practice Development & Client Engagement Manager

Skills

Financial Planning

1 month ago

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Important information


Contract type:

Permanent

Location:

Sydney NSW, Australia

Work mode:

Onsite

Published on:

16 September 2026

What they need


About the role

We're looking for a Practice Development & Client Engagement Manager to help the licensed financial advice firms in our GPS Wealth network build stronger, more successful and more valuable businesses. Reporting to the Head of GPS Wealth, this role blends practice development, business coaching and adviser engagement with ownership of the Game of Money — our market-leading proprietary client engagement framework. You'll work side by side with advisers and practice leaders to drive business growth, lift client outcomes and strengthen adviser capability, while shaping and scaling a framework that is transforming how advisers communicate the value of advice.

Key responsibilities

  • Build trusted relationships with advice firms across the GPS Wealth network and support them to grow sustainably
  • Coach firms on operational efficiency, business performance and profitability
  • Lead the ongoing development and enhancement of the Game of Money framework, resources and tools
  • Deliver training workshops, webinars and coaching sessions that build adviser capability and confidence
  • Help advisers embed the framework into their advice process and client engagement model
  • Contribute to our events program, including National Conference and Professional Development Days
  • Champion professionalism, ethical conduct and client-first advice, escalating risks and issues early

About you

  • At least 7 years' experience in financial advice or wealth management
  • A degree in Business, Commerce, Financial Planning or a related discipline
  • Proven experience in practice development, adviser coaching or relationship management, ideally within a licensee or adviser network
  • Strong commercial acumen and a solid grasp of what drives growth and profitability in an advice business
  • Confident facilitation, coaching and presentation skills
  • Experience driving adoption of technology-enabled solutions, projects or change initiatives
  • A genuine passion for helping advisers build better businesses and deliver better client outcomes

About us

Count (ASX:CUP) is one of Australia's largest professional advisory businesses, supporting a community of more than 500 accounting, wealth and specialist services firms. In FY25 we served over 160,000 clients and delivered group revenue of $144 million — and we're well advanced in our strategy to become the country's leading provider of integrated accounting and wealth services.

Benefits

  • Birthday leave, Corporate Volunteering Days and Fundraising matching
  • Reimbursement for financial planning
  • Professional development opportunities working alongside industry leaders
  • The ability to make a difference through the Count Charitable Foundation, which contributes over $1.2 million annually to support people and communities in need

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