Job Title

Baker Young is seeking an experienced Practice Manager to oversee the day-to-day operations of its private wealth practice based in Adelaide.Reporting directly to the CEO of the Private Wealth Division, this is a senior, handson role accountable for practice operations, adviser and client service support, systems, and operational standards. The role supports local teams in Adelaide while contributing to consistent operational practices across the broader group.The RoleYou will be responsible for ensuring the practice operates efficiently, compliantly, and in a way that supports adviser productivity and client service quality.Managing daytoday practice operations and workflowsSupporting advisers and client services teams across the advice lifecycleOwning CRM, workflow, and practice systems (XPLAN preferred)Embedding compliant processes and maintaining auditready recordsTraining and onboarding new and existing staffDriving continuous improvement across systems and processesCoordinating office operations and domestic travel as requiredThis role is predominantly officebased in Adelaide to support effective collaboration, training, and operational leadership.About YouYou are an experienced Practice Manager or Operations Manager from within wealth management or financial services, comfortable operating in a regulated environment and taking ownership of how a practice runs.Experience in a Practice Manager, Operations Manager, or senior practice operations roleExperience in an AFSLregulated environment (preferred)Exposure to domestic and international equities (highly desirable)Strong organisational skills and attention to detailConfidence driving systems adoption, training, and process improvementXPLAN experience is preferred but not essential; experience with comparable financial advice CRM systems will be highly regarded.What''s On OfferSenior operational role reporting directly to the CEOLongterm opportunity within a growing wealth management groupExposure to equity capital markets, funds management, private credit, and clearing & settlement operationsWork across HNW, institutional, and retail clientsCompetitive remuneration based on experience & ongoing professional developmentAdelaidebased role within a professional, collaborative office environmentCapital Haus Group is an Australianbased financial services group operating across private wealth, funds management, and capital markets, with offices across four Australian states and Dubai.Baker Young forms a key role in the group''s private wealth operations.#J-18808-Ljbffr