Operations Manager

A fantastic opportunity for an experienced Operations Manager to join our Infinity Capital Solutions division; the investments arm of Viridian Financial Group.

Viridian’s culture is first-class and driven by equity ownership. The overall offer for this role is commensurate to expertise and consists of:

• Competitive base salary and super
• Future opportunities for equity ownership
• Ability to participate in performance incentives

Who We Are – Viridian Financial Group

Viridian Financial Group is a leading Australian diversified financial services business, 100% owned by staff and clients. The group consists of 400 employees, including 100+ advisors managing $10bn on behalf of private families and for-purpose entities across Australia.

The firm was established in 2015 by a team who understood the power of financial advice to make a profound difference in the lives of Australians. We deliver advice and investment solutions to clients through our highly qualified, experienced and client focused teams and pride ourselves on working to really understand our clients, so we can help them live the life that they choose.

The Team – Infinity Capital Solutions

Infinity Capital Solutions (ICS) is the solutions arm of VFGL and is committed to designing, building, and delivering institutional-grade investment solutions and digital tools that help our clients achieve their desired outcomes. It is made up of Infinity Portfolio Management (IPM), Infinity Asset Management (IAM) and Infinity Digital.

IPM offers a bespoke investment management service to wholesale clients only, typically HNW/UHNW families and for-purpose entities.

IAM is an award-winning specialist investment manager offering a diverse range of managed account and unit trust solutions. IAM has over 100+ years of combined experience and manages over $3.5bn of funds. It is also responsible for providing market research, insights and asset allocation.

Infinity Digital is the fintech offering of Infinity Capital Solutions. Infinity Digital’s mantra is blending digital tools with human connection. It does this via innovative solutions that assist and drive better engagement between advisers, clients and their business.

About the Role

The role’s key responsibility is to oversee and maintain the day-to-day operations of our business unit.

Key Responsibilities

• Oversee the establishment and improvement of operational processes, including optimising existing operational efficiencies.
• Generate and manage operational performance reports.
• Oversee the implementation and upgrades of operational systems.
• Coordinate and manage platform defects until completion.
• Ensure data accuracy in reports and tax packs.
• Manage client share registries team.
• Manage queries from other business units within Viridian around reporting.
• Ensure policies and procedures are kept up to date and in line with best practice.
• Assist the team with ISO reporting requirements.
• Manage the relationship with external third party providers, such as platforms, trading and cash solution providers. Including team and client access, authorisation, and suitability.
• Build relationships with internal teams such as advisers, client service managers, compliance and IT teams.

Working at Viridian

In 2022, the firm achieved B Corp status with a score of 99.4 and was recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.

You will have access to a range of benefits centered around community and inclusivity:

• Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.
• Flexible work options with the ability to work from home.
• Participation in our Viridian Team Community Program.
• Discounted Medibank Corporate Health Cover.
• Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & Experience

• Demonstrated success in business improvement and innovation. The successful candidate will have a proven track record of driving and leading operational change within business units.
• A bachelor’s degree qualification, ideally within Commerce or a related field.
• 5+ years’ experience in a similar role within financial services, particularly wealth management.
• Experience in front, middle and back-office roles.
• High level of competence in large data sets with accuracy in Excel.
• Strong organisational and administrative skills.
• Sound knowledge of finance and well-abled to manage business’ financial budgets.
• Excellent communication skills for directing, leading, and guiding subordinate staff.
• Strong problem solving and critical thinking skills.
• Clear vision and direction for the business area, with a goal-driven and determined mindset.

To Apply

We warmly welcome candidates who meet the above points under “knowledge, skills & experience” to apply.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close December 18th 2024, 9.00pm however shortlisting will commence immediately.

At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.