Senior Project Manager - Wealth

Findex are currently seeking an experienced Senior Project Manager to join our Enterprise PMO (EPMO). This is a permanent, full-time role, flexible on location within Australia for the right person.

The Senior Project Manager plays a critical leadership role within our EPMO, responsible for transforming Wealth Management ways of working by digitising and automating end-to-end processes across a large and diverse organisation.

You will be accountable for shaping and delivering solutions that lift adviser and client experience, streamline workflows, improve compliance robustness, and unlock operational efficiency. Working closely with subject-matter experts, delivery teams, partners, and senior leaders, you will ensure a scalable and modernised future-state process that aligns with business strategy and regulatory requirements.

Your role, your contribution!   

• Lead the end-to-end project lifecycle—from Discovery and current-state assessment, through Design and solution definition, to Implementation, stabilisation, and Hyper-care
• Plan, execute, monitor, and close project phases using best-practice delivery frameworks, ensuring outcomes are achieved on time, within scope, and to required quality standards
• Drive business process redesign to digitise workflows and enable automation, ensuring solutions are scalable and sustainable
• Partner with Financial Advice SMEs to ensure redesigned processes reflect regulatory, compliance, and advice-quality obligations + align technology delivery with Wealth strategy by collaborating closely with Product, Architecture, Digital, and Vendor partners
• Maintain strong delivery governance, ensuring risks, issues, dependencies, and decisions are proactively identified, tracked, and escalated with clear recommendations
• Champion structured continuous improvement through process standardisation and simplification

The benefits of joining us! 

• Hybrid working environment that offers great flexibility, allowing you to work from home and office 
• Exciting project scope with the ability to make a significant impact on the way the Wealth division operates
• Collaborative team environment with opportunity to work closely with likeminded professionals and SMEs 
• A culture that values continuous improvement and innovation – big and bold thinking is encouraged!

What you bring to the role:   

• Demonstrated experience in Wealth Management, ideally having worked in roles such as Paraplanner or Financial Adviser, with strong understanding of advice delivery, compliance, and client service processes
• A senior project management background, with proven end-to-end delivery of complex, multi-stream business or digital transformation initiatives
• Experience leading and coordinating diverse, cross-functional project teams (including business SMEs, technology, vendors, and change), with an ability to influence without direct authority
• Bachelor of Business (Financial Planning), Bachelor of Accounting, or equivalent discipline relevant to financial advice
• Current PMP (Project Management Professional) certification or equivalent (e.g., PRINCE2 Practitioner, PMI-ACP).
• Demonstrated capability to interpret and apply financial advice regulations, standards, and compliance requirements (e.g., ASIC RG146 competency).

If this role sounds like a good fit - Apply now!  

Our Impact: Why Findex?   

At Findex, we help clients manage, grow, and protect their financial future with confidence. Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “Wealth Accountant” and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.  

For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.  

For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role.   

For our Customers - Together, Findex champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference    

For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.