State Advice Leader

• Lead a team of Private Wealth Advisers
• Drive performance, strategic growth initiatives
• Melbourne Location

Shadforth Financial Group is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their financial well-being and future security. With a legacy spanning 100 years, we are proud to be the largest fiduciary-certified firm in the country. Our award-winning brand operates 12 offices nationwide, supported by over 100 financial advisers and a team of 280 staff.

At Shadforth, we are committed to upholding the highest standards of professionalism. We invest significantly in developing our people’s skills and offer not just jobs but rewarding careers.

The opportunity to join our team 

Excellent opportunity to lead adviser performance, client acquisition, and strategic growth initiatives across Victoria. This role focuses on coaching Private Wealth Advisers, driving business development, and enhancing client outcomes aligned with Shadforth’s national advice strategy. The role also helps drive development of the state’s strategic direction, fosters continuous improvement and contributes to building the culture of the Shadforth team.  

Key Responsibilities: 

• Lead and coach Private Wealth Advisers to achieve growth targets and improve client outcomes
• Identify and implement business development strategies to drive new client acquisition
• Partner with the Head of State to align adviser performance with national goals
• Partner with the State Operations Manager to ensure excellence in end to end service delivery  
• Contribute to the development and execution of the state’s strategic advice and growth plan and related initiatives
• Support the development and tracking of KPIs related to adviser activity, referrals, and sales
• Champion Shadforth’s advice model and client-centric culture
• Collaborate with marketing and product teams to support adviser-led campaigns and initiatives
• Promote and embed continuous improvement practices across advice teams

What you will bring: 

• 10+ years in financial services, ideally within wealth management, private banking, or financial advice
• Proven experience in leading strategic growth initiatives, business transformation, or client experience programs
• Background in consulting, strategy, or business development within a professional services or financial institution is highly valuable
• Experience working with or leading cross-functional teams (e.g. advice, operations, marketing)
• Proven experience in strategic growth, sales management transformation, or business development roles
• Strong understanding of financial advice and client service models
• Excellent communication, stakeholder engagement, and change management skills
• Ability to lead cross-functional initiatives and influence outcomes
• Analytical mindset with experience in KPI tracking and reporting
• Thorough understanding of Risk Management and Compliance principles 
• Relevant tertiary qualifications in business, finance, or related fields

Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives  

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.  

Showing up for every Australian 

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply 

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team. 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.