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Convergence

Wealth Operations Manager l Milford Private Wealth

  • Posted 2w ago
  • Hybrid
  • Full Time
Location

Auckland

Job Description

About Milford

Milford is a high-quality investment management business with a significant proportion of staff ownership. With offices across New Zealand and Australia, they are on a mission to become an iconic company in the wealth management sector. They take pride in delivering exceptional investment outcomes for their clients while fostering a dynamic and rewarding workplace for their people.

About the Role

Milford’s Wealth Management team is growing, and we’re looking for an experienced Operations Manager to help scale efficiently while maintaining the highest service standards. In this role, you’ll lead a large team across multiple locations, refine operational processes, and manage key third-party relationships. You’ll play a crucial part in ensuring that clients continue to receive outstanding service, while also driving improvements in efficiency and compliance.

This is a great opportunity for someone with a strong operational background in the Wealth/Advice sector, leadership experience, and a passion for delivering top-tier client service. If you thrive in a fast-paced environment and enjoy working with people and processes to create impactful outcomes, this role could be the perfect fit for you.

Key Responsibilities

  • Team Leadership: Overall responsibility for the leadership and development of a team of Associates across multiple sites.
  • Operational Excellence: Design and implement policies, procedures, and best practices to maintain and improve operational efficiency.
  • Third-Party Management: Oversee the relationship with the custodian and ensure high-quality service delivery.
  • Service Standards: Set and maintain high client service standards, ensuring a seamless and professional experience for Milford’s clients.
  • Risk & Compliance: Ensure all activities align with Milford’s regulatory obligations, including AML procedures, complaints management, and adherence to financial advice and investment management licences.
  • Systems & Technology: Support and test system integrations, CRM developments, and the Milford client portal to enhance operational efficiency.
  • Project Leadership: Drive key projects related to operational improvements, outsourcing, and the expansion of regional offices.


Key to Success in the Role

To be successful in this role, you’ll need:

  • Strong leadership experience, with the ability to motivate and organise teams across multiple locations.
  • A proven track record in operations management in the wealth advisory sector.
  • Experience managing third-party providers and ensuring high service delivery standards.
  • A keen eye for process improvement and the ability to drive efficiency while maintaining compliance.
  • Excellent communication and stakeholder management skills.
  • A proactive approach to problem-solving and a high level of attention to detail.
  • Relevant tertiary qualifications in business, finance, or a related field.


If you’re ready to take on a key leadership role in a fast-growing and highly respected wealth management firm, we’d love to hear from you!

Please get in touch with Jenny Parker at Convergence on 0279137255 or jenny@convergencepartners.co.nz for a confidential discussion.

Hard Skills Required

  • Operations Management
  • Wealth Advisory Experience
  • Third-Party Management
  • Risk & Compliance
  • Systems Integration

Soft Skills Required

  • Problem Solving
  • Leadership
  • Communication
  • Process Improvement
  • Problem-solving

Job Schedule

  • Shift Work
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