Director, Practice Optimisation Lead (Financial Advice)

Location: Sydney, Australia; national role with extensive domestic travel. Hybrid work environment with in-office collaboration four days each week in most locations. Must be an Australian or New Zealand citizen or Australian permanent resident.

Company

hirify.global provides investment research, portfolio construction, asset allocation, wealth management solutions, and managed portfolio services to financial advisers across Australia.

What you will do

• Build, lead, implement, and continuously enhance hirify.global Australia's practice optimisation proposition and roadmap.
• Develop adviser-focused value-added services, frameworks, tools, and resources to improve profitability, scalability, productivity, and client engagement.
• Provide strategic consulting and implementation support on client value propositions, investment philosophies, advice frameworks, pricing, commercial models, operational efficiency, adviser capacity, succession planning, mergers, and acquisitions.
• Represent hirify.global at conferences, roadshows, client events, leadership forums, and professional associations while developing whitepapers, articles, podcasts, and video content.
• Partner with the global Behavioural Insights Team and international stakeholders to translate research into practical adviser and client engagement strategies.
• Design and deliver a Train the Trainer program that equips the Managed Portfolio Sales Team to lead strategic practice optimisation conversations.

Requirements

• Minimum 10 years of experience building, managing, or leading a successful financial advice business.
• Must have firsthand experience across the practice optimisation role, including investment philosophies, client value propositions, strategy, pricing frameworks, and mergers and acquisitions.
• Must have credibility and a strong personal brand within the Australian financial advice industry.
• Proven experience helping advice businesses improve growth, profitability, and operational effectiveness.
• Outstanding presentation and communication skills, from individual adviser discussions to large conference audiences.
• Strong stakeholder management and influencing capability.
• Must be an Australian or New Zealand citizen or Australian permanent resident.
• Must be able to undertake extensive domestic travel.

Nice to have

• Experience consulting to financial advice businesses.
• Existing industry profile and recognised thought leadership credentials.
• Relevant tertiary qualifications in Finance, Commerce, Business, Economics, or a related discipline.
• Professional financial planning qualifications.

Culture & Benefits

• Hybrid working model focused on regular in-person collaboration.
• In most locations, four days of office work each week.
• Flexibility can be adjusted as needs change.
• Tools and resources support meaningful collaboration with global colleagues.
• Additional benefits are available.