JOB  DETAILS

The Opportunity

You’ll take ownership of the end-to-end transition of financial advice practices onto a new technology platform, ensuring each migration is well planned, thoroughly tested and successfully adopted by the business.

Working closely with internal technology teams, external vendors and advice practices, you’ll:

• Lead the operational delivery of advice practice technology transitions
• Coordinate and support User Acceptance Testing (UAT)
• Validate migrated data and system configuration prior to go-live
• Identify and resolve transition issues with practices and technology vendors
• Support advisers and practice staff throughout implementation and go-live
• Develop and continuously improve transition playbooks, checklists and processes
• Partner with support, training and implementation teams to improve future migrations

About You

To be successful, you’ll bring hands-on experience within the Australian financial advice industry and understand how advice businesses operate.

You’ll ideally have experience with:

• Xplan or similar financial advice platforms
• Advice practice operations and workflows
• Technology implementations or practice migrations
• User Acceptance Testing (UAT)
• Data migration validation
• Working with advisers, paraplanners and practice support teams
• Managing stakeholders across business, technology and vendors

Experience working with accounting practice management software, Salesforce-based advice solutions or integrated advice and accounting businesses will be highly regarded.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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