Head of Wealth Advisory

Position Summary

The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction growth and excellence of personalised wealth advisory services to high-net-worth (HNW)) and ultra-high-net-worth (UHNW) clients and their families.

The Head of Wealth Advisory leads an end-to-end team of wealth advisors paraplanners client service and operations professionals while ensuring fiduciary standards regulatory compliance exceptional client outcomes and sustainable business growth. This individual serves as a key member of the senior leadership team championing client-centric advice innovation in financial planning & investment solutions and the overall performance of the advisory platform.

This role can be located in Syndey New South Wales Australia; Brisbane Queensland Australia.

Primary Responsibilities

Strategic Leadership & Business Development

• Define and execute the long-term vision and strategy for the FPA Wealth Advisory team aligning with overall business objectives and prioritising both organic and inorganic growth pathways.
• Drive organic growth in Net New Assets (NNA) revenue and market share through new client acquisition deepening existing relationships expanding service offerings and cultivating a robust referral ecosystem.
• Build and nurture high-value referral partnerships with external centers of influence (e.g. CPAs Wills & Estates Lawyers Consultants and other professionals) to generate consistent high-quality leads and enhance t
• he firms reputation in target markets.
• Partnering with the President of Focus Partners Australia to identify evaluate and pursue strategic expansion opportunities through mergers and acquisitions (M&A) including assessing potential acquisition targets (e.g. complementary advisory practices or teams) and joint ventures.

Performance & Reporting

• Own P&L responsibility for the Wealth Advisory division.
• Monitor key performance indicators (KPIs) including NNA growth (organic and inorganic) revenue per advisor referral-sourced new business client acquisition/retention fee realisation profitability and M&A pipeline/progress process efficiency metrics (eg time saved through automation or AI adoption)
• Provide regular executive reporting and presentations to senior leadership on growth strategies partnership outcomes digital initiatives M&A opportunities and operational efficiencies.

Team Leadership & Talent Development

• Lead motivate and mentor a high-performing team of private wealth advisors associate advisors paraplanners client service and operations professionals.
• Collaborate with People & Culture (P&C) to foster a culture of growth excellence collaboration continuous learning and client-first mindset.
• With P&C establish clear performance metrics compensation structures (including incentives tied to referrals and growth initiatives) and development programs aligned with business goals.

Client Experience & Advisory Excellence

• Ensure delivery of highly personalised comprehensive wealth advisory services including financial planning investment portfolio construction retirement & legacy planning tax-efficient strategies risk management philanthropy and intergenerational wealth transfer.
• Maintain ultimate accountability for the overall client experience with a focus on client satisfaction and retention.
• Champion the businesss regulatory obligations best-in-class advice standards and seamless integration of digital experiences (e.g client portals automated insights) with human led advice.
• Partner with Risk & Compliance Service Design & CX and technology teams to proactively address regulatory changes emerging risks service challenges and opportunities for process automation.

Qualifications

• 10 years of progressive experience in wealth management or financial advisory services in Australia with at least 68 years in senior leadership roles (e.g. Head of Advice Head of Sales etc)
• Proven track record of building and scaling high-performing advisory teams driving consistent FUM & revenue growth through organic channels referral networks and inorganic initiatives (M&A acquisitions or integrations).
• Demonstrated success in leveraging technology (e.g. CRM systems AI/analytics tools portfolio platforms automation workflows) to drive efficiency adviser productivity and client outcomes.
• Experience driving teams to deliver repeatable scalable processes to automate routine tasks streamline operations and support business growth.
• Expertise in comprehensive wealth planning portfolio construction capital markets alternative investments tax/estate strategies client relationship management and business development via professional alliances.
• Full compliance with ASIC professional standards for relevant providers (including meeting the legislated education/qualifications standard as of 1 January 2026 or via experienced provider pathway registration on the Financial Advisers Register (FAR) and ongoing CPD obligations).
• Bachelors degree in Finance Commerce Economics Business Administration or related field (Masters degree MBA or equivalent strongly preferred).
• Strategic thinker with strong business acumen commercial orientation and experience in evaluating M&A opportunities partnership structures and digital transformation roadmaps.
• Exceptional leadership coaching and people-development capabilities with a focus on building growth oriented client focused advisory teams
• Outstanding interpersonal and communication skills; able to build trust with sophisticated clients advisers external referral sources technology partners and C-suite executives.
• Deep understanding of the current Australian regulatory environment (ASIC Corporations Act best interests duty FAR) fiduciary best practices integration considerations in M&A and technology-enabled compliance/risk management.
• Analytical mindset with ability to interpret performance data market trends deal valuation/diligence and efficiency metrics from automated systems.
• High degree of integrity professionalism and commitment to ethical standards.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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