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About the Role

The Wealth Operations Manager is responsible for the day-to-day leadership, supervision, and coordination of a regional team of Client Executives and Paraplanners. This role ensures consistent service delivery, effective performance, and alignment with regional priorities, supporting the achievement of regional objectives through effective management of team capacity, performance, service standards, and operational activity. The role also advances Progeny's strategic priorities, including delivering client outcomes, fostering a high-performing culture, driving standardization and simplification, accelerating digitization and automation, strengthening brand identity, and supporting M&A integration.

Responsibilities

Lead, supervise, and support a regional team, ensuring clear expectations, accountability, and high performance standards.
Build a high-performing, development-focused team culture through coaching, feedback, and capability building.
Translate regional priorities and operational goals into clear team actions.
Provide effective day-to-day people management, supporting engagement, development, and performance improvement.
Oversee day-to-day team performance, ensuring high-quality service delivery and positive client outcomes.
Monitor team KPIs, productivity, and client outcomes, using MI and data to evidence performance and identify improvement opportunities.
Reinforce processes, service standards, and behaviors that support a consistent and high-quality client experience.
Promote practices that strengthen Progeny’s brand identity and client reputation.
Manage workflow, capacity, and task allocation to ensure work is prioritized and delivered effectively.
Balance workloads across Client Executives and Paraplanners in response to changing business needs.
Identify capacity or workload risks early and work with the Regional Operations Manager to resolve them.
Support scalable growth, including the effective integration of new teams or acquisitions through structured workload planning.
Drive standardization and simplification of processes to improve consistency and reduce operational complexity.
Champion digitization and automation, encouraging adoption of systems and tools to improve efficiency and control.
Identify opportunities to remove manual activity, streamline processes, and enhance scalability.
Promote consistent ways of working that support sustainable growth and operational excellence.
Ensure the team operates in line with regulatory requirements, internal controls, and governance expectations.
Monitor operational risks, errors, and compliance concerns, taking prompt corrective or escalation action.
Support operational practices that align with Progeny’s risk appetite and growth, including M&A activity.
Lead clear, consistent, and timely communication across the team.
Act as a key link between the Regional Operations Manager and the team, ensuring alignment and effective feedback loops.
Promote engagement through regular communication, structured supervision, and constructive feedback.
Work collaboratively with Regional Operations Managers, Regional Directors, and Advisory teams to deliver aligned outcomes.
Build strong relationships with Operations, Advisory, Technology, Risk, and Compliance functions.
Contribute to M&A integration activity, supporting onboarding of new teams and embedding consistent processes, culture, and standards.
Act as an ambassador for the Progeny brand, values, and ways of working.
Encourage knowledge sharing and best practice across the region.

Requirements

Strong people management and team leadership capability.
Ability to manage workflow, priorities, and service delivery in a fast-paced operational environment.
Data-driven approach to performance management and continuous improvement.
Ability to coach, support, and develop individuals and teams.
Experience leading change, transformation, or integration activity (including M&A).
Strong focus on simplification, standardization, and operational scalability.
Experience with digital tools, workflow systems, or automation solutions.
Confident communicator with the ability to influence and build relationships.
Role models Progeny’s values and leadership behaviors.
Supportive, collaborative, and solutions-focused.
Accountable for team performance and delivery standards.
Resilient and adaptable in a regulated, fast-changing environment.
Strong understanding of operational service delivery and team supervision.
Knowledge of regulatory, risk, and governance requirements in a client service environment.
Understanding of workload planning, capacity management, and service standards.
Awareness of how digital tools, process discipline, and consistency drive performance and client outcomes.

Skills

People management
Team leadership
Workflow management
Priority management
Service delivery
Data-driven performance management
Continuous improvement
Coaching
Team development
Change management
Transformation
M&A integration
Simplification
Standardization
Operational scalability
Digital tools
Workflow systems
Automation solutions
Communication
Influencing
Relationship building
Operational service delivery
Team supervision
Regulatory knowledge
Risk management
Governance
Workload planning
Capacity management
Service standards
Process discipline

Location

South offices (flexible)

Work Type

Full-time

Experience Level

Managerial experience
Experience leading change, transformation or integration activity (including M&A)
Experience with digital tools, workflow systems or automation solutions

About the Company

Progeny's strategic priorities include delivering consistently evidenced client outcomes, fostering a high-performing and development-focused culture, driving standardisation and simplification, accelerating digitisation and automation, strengthening brand identity, and supporting best-in-class M&A integration.