Home_work On-site
Posted 27 days ago
Role Purpose
Own the day-to-day running of Shore Financial while translating and executing the CEO's strategy across the business. Ensure regulatory compliance (ACL), scale high-performing divisions (Mortgage Broking, Asset Finance, Financial Planning, Commercial Syndication, Mortgage Management), deliver core projects (Tech and M&A), and maintain strong partner, client, and people outcomes.
Key Responsibilities
* Translate the MD’s strategic direction into clear roadmaps, OKRs, budgets, and delivery plans.
* Run the weekly/ monthly operating rhythm: performance reviews, pipeline, risks, and cross-functional priorities.
* Chair decision forums; drive accountability and unblock execution.
* Business Operations (Day-to-Day)
* Oversee end-to-end operations, workflow capacity, SLAs, and quality.
* Manage the offshore Centralised Processing (BOP) team: resourcing, OKRs, workflows, training, overflow protocols, and leave coverage.
* Own complaints handling and resolution timelines.
* Regulatory, Risk & Compliance (ACL)
* Ensure ongoing compliance with ACL licensing obligations, policies, and audit requirements.
* Maintain internal policies & procedures
* Liaise with external auditors and regulators
* Divisional Ownership
* Asset Finance: growth plan, marketing strategy, settlement velocity, and retention.
* Financial Planning: coordination with the AFSL/AR framework, recruitment, growth plan, marketing strategy and client retention.
* Commercial Syndication (Shore Invest): investor’s point of contact, AFSL licensing obligations, investor comms cadence, marketing campaigns and liaising with partners.
* Mortgage Management: portfolio growth, marketing strategy, product/pricing changes, and partner relationship management.
* Lead the Tech Project: roadmap, vendor management, integrations, data quality, testing, go-lives, and adoption.
* Own change management: comms, training, metrics, and benefits realisation.
* M&A
* Own deal budgets & financials: build models, track variance with Finance, and report impacts.
* Lead due diligence: coordinate cross-functional DD, consolidate risks/findings, and recommend go/no-go.
* Partner with target leadership: set governance cadence and align workstreams with their management teams.
* End-to-end delivery: manage the project from term sheet through integration, including transition plans and change management (comms, training, adoption).
* Finance & Commercials
* Oversee the Accounts team’s monthly cadence (payables, receivables, month-end).
* Run budget and expense reviews; provide variance commentary to the CEO and external CFO.
* Approve supplier invoices and expenditure within delegations.
* Approve payroll/salaries (incl. changes/bonuses) and coordinate timing with Accounts.
* Partners & Stakeholders
* Manage lender/aggregator, legal, compliance, technology, and marketing partners; set SLAs and review performance.
* Be the escalation point for key external relationships.
* Brand, Marketing & Training
* Oversee marketing strategy and campaign calendar; align with business targets and partner requirements.
* Own training modules and rollout (incl. Shore Learn): induction, role curricula, compliance refreshers, and capability uplift.
* Skills & Experience
* 5+ years in financial services operations/strategy, preferably mortgages/asset finance/wealth.
* Proven ability to juggle multiple, conflicting priorities and remain calm under pressure while meeting deadlines.
* Strong program/project management across concurrent initiatives (tech, M&A, compliance), using structured plans, project management tools, and clear reporting.
* People leadership across onshore/offshore teams; sets SLAs, ensures clear processes & procedures and drives accountability.
* Excellent stakeholder management and executive-level communication; confident with partners, vendors, and regulators.
* Solid ACL compliance literacy and risk mindset; embeds policy/procedure and audit readiness.
* Comfortable overseeing budgets/expenses and approvals (invoices, payroll/salaries) in partnership with the Accounts team.
* Tools: CRM/lender portals, workflow systems, and project/BI tools (e.g., Monday/Jira, Sheets/Excel, dashboards).
* Qualifications (nice-to-have)
* Bachelor’s in Business/Finance/Commerce (or similar).
About Shore Financial
North Sydney, NSW, Australia
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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