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About the Role

Our Quality & Risk Management team supports BDO in delivering the knowledge, systems and frameworks that help our people make informed decisions and uphold the highest professional standards. As part of this team, you'll play a key role in enhancing how we assess, manage and onboard clients across the firm. We are excited to offer a new opportunity for a Manager – Onboarding to join our wider Quality Management team. This national role offers the flexibility to be based in Adelaide, Brisbane, Melbourne, Perth or Sydney. Working closely with the Head of Policy, Compliance and Client Onboarding, you'll help establish and embed a firm-wide client and engagement acceptance framework, ensuring governance, risk and operational processes support consistent, high-quality decision-making.

Responsibilities

Partner with the Head of Policy, Compliance and Client Onboarding to establish, operationalise and continuously enhance the firm's client onboarding (client & engagement acceptance) framework.
Update, design and implement the governance structures, operational practices, workflows and controls required to support effective and consistent acceptance processes across the firm.
Lead the development of applications, submissions and supporting documentation for Client onboarding Acceptance Panels.
Ensure acceptance processes, frameworks and controls remain aligned with firm policies, professional standards and regulatory requirements.
Lead the development, maintenance and enhancement of policies, procedures, guidance materials and risk assessment frameworks supporting client onboarding processes.
Oversee the design and ongoing refinement of onboarding forms, questionnaires, risk assessment criteria and escalation pathways to ensure they remain effective and responsive to the evolving risk landscape.
Support the rollout and ongoing evolution of client onboarding systems, ensuring policies, procedures and operational practices remain fit for purpose.
Monitor emerging risks, analyse trends and themes, and provide recommendations to strengthen governance outcomes and risk management practices.
Ensure risk assessments, escalations and acceptance decisions are appropriately documented, supported and communicated to relevant stakeholders.
Partner with Service Line Quality Leaders, Legal, Anti Money Laundering team, Enterprise Risk management team, Independence Conflicts and Ethics team and other key stakeholders to understand client and engagement acceptance requirements and translate these into practical business processes.
Act as a trusted advisor on client onboarding and acceptance governance matters, providing guidance to stakeholders across the firm.
Develop and deliver guidance, training and awareness initiatives to strengthen understanding of client onboarding requirements.

Requirements

Experience in client and engagement acceptance, governance, risk or compliance within a professional services or regulated environment.
Experience with Microsoft Dynamics 365 or similar CRM platforms (preferred).
Strong understanding of client onboarding, due diligence and risk assessment processes.
Experience developing policies, frameworks and operational processes, with awareness of evolving regulatory and risk requirements.
Excellent stakeholder engagement, influencing and written communication skills, with proven experience leading complex initiatives and partnering with senior stakeholders.
Proven ability to lead change, drive continuous improvement and apply sound judgement to risk-based decision-making.

Skills

Governance
Risk management
Stakeholder management
Process improvement
Client onboarding
Client acceptance
Engagement acceptance
Compliance
Policy development
Framework development
Operational process design
Risk assessment
Change leadership
Continuous improvement
Judgement
Written communication
Influencing

Location

Adelaide
Brisbane
Melbourne
Perth
Sydney

Work Type

National role
Flexible

Experience Level

Manager

Education Level

Degree in Business, Management, Finance or a related discipline

Benefits

Health and wellbeing benefits
Social benefits
Financial benefits
Professional development benefits
Fitness challenges
Exclusive discounts to corporate health insurance
Gym memberships
Wellness facilities
Travel perks
Retail discounts
Employee referral rewards
Study support
Professional development support
Enhanced family support
Cultural leave
Religious leave
Options to purchase additional leave
Community initiatives
On the job training
Formal development programs

About the Company

BDO is a global professional services firm connected to local markets.
Our people work together to provide specialist expertise, helping businesses achieve their goals.
We inspire others, to go further.
We create together, to reach higher.
We build trust, to lead purposefully.
Whether you're building your future or starting your career with us, you won’t do it alone.
From creating solutions for our clients to building careers for our people, we shape what matters.
Working for BDO you will be part of a growing and market leading professional services firm.
Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services.
Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways.
Our culture is underpinned by our core values (One, Bold, Human, Heart and Strive).
We are always looking ahead, thinking bigger, reaching further and always staying personal and human in everything we do.
We’re by your side, backing you to explore ideas and new ways of working to shape the future you want to see.

Equal Opportunity

We are proud to be recognised as an Inclusive Employer for 2025-2026 by Diversity Council of Australia and a 2024-2025 Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).
BDO is committed to inclusive and accessible recruitment practices. If you require any reasonable adjustments to support your application or interview process, we encourage you to contact our Talent Acquisition team at recruitment@bdo.com.au