Operations Lead

Job Description

Eclipse Financial Management is a privately owned boutique financial planning firm located on the beautiful Mornington Peninsula, Victoria. With over 15 years of experience, we specialise in providing personalised, goal-driven financial advice tailored to each client’s unique circumstances. We take pride in building lasting relationships and creating solutions that evolve with our clients’ lives. Our approach is deeply consultative, ensuring we truly understand each person’s financial and lifestyle goals. At Eclipse, you’ll be part of a close-knit, values-led team where your work has real impact. Join us in helping people gain clarity and confidence in their financial future. The Role We are setting up a new back-office operations team in India to support our financial planners based in Australia. As the Operations Lead, you will play a key role in establishing and managing this new function. You will oversee a small team, ensure accurate execution of operational tasks, and maintain high standards of service delivery. Key Responsibilities Establish and manage the back-office operations team in India, initially leading 2–3 operations executives. Oversee accurate data entry into Xplan, Worksorted, fund platforms, and other financial planning systems. Prepare and review Records of Advice (ROAs) using templates ensuring compliance and consistency. Extract and compile client data to support financial planners with ad hoc queries. Build and streamline workflows to ensure smooth operations and timely task completion. Coach, train, and provide quality oversight for operations staff. Ensure compliance with internal policies and relevant industry regulations. Collaborate with Australian stakeholders and serve as the primary point of contact for escalations. Monitor and manage workflows, reallocating tasks as needed to ensure deadlines are met. Identify operational issues and recommend or implement process improvements. Manage staff on a flat management hierarchy and work alongside them in a managerial capacity. Address and resolve team or individual performance issues effectively. Provide information and feedback to the head office in Melbourne, Australia Support the preparation of review packs and other deliverables as required (training provided). Stay adaptable by learning new tasks and taking on additional responsibilities as needed. Ideal Profile You have at least 8 years of experience in operations, preferably within financial services, wealth management, or a relevant regulated industry. You have proven experience leading and mentoring a small team. You possess exceptional attention to detail and a commitment to high-quality work. You are a proactive problem solver with a process-oriented mindset. You possess strong communication and stakeholder management skills, including cross-border collaboration. You thrive in a remote or hybrid setup and can build high-performing teams, ground up. What's on Offer? Exciting opportunity to lead a high-impact team supporting financial planners in Australia Join a collaborative, cross-border team, and influence service excellence and growth Show more Show less