State Lead, Private Wealth WA
Hybrid · Perth, Western Australia, Australia
Job Summary
Senior leader accountable for guiding the WA Professional Wealth Management function to deliver high-quality fee-for-service advice, lead advisers and local teams, elevate advice quality and governance, and contribute to national strategy. Focus areas include strengthening relationships with employers and university partners to grow engagement, ensuring high standards of advice quality, governance, compliance and risk management, driving commercial performance and operational efficiency in advice delivery, and representing UniSuper through events and partnerships across WA. Requires proven leadership in financial advice or wealth management, deep technical knowledge across retirement strategies, and ability to translate complex strategies into member-focused advice. 60% of time in office with flexible working arrangements.
Required Qualifications
- Relevant tertiary qualifications in financial advice, finance, economics or a related discipline
- Demonstrated leadership experience within financial advice, wealth management or superannuation
- Strong technical knowledge across retirement strategies, superannuation, taxation, investments and Centrelink
- Excellent communication, influencing and relationship-building capability
- The ability to balance advisory excellence with sustainable commercial outcomes
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