Company Overview
Operating for ten years, we are a fast-growing financial services and property investment company specialising in helping individuals convert their superannuation into Self-Managed Super Funds (SMSFs) and strategically invest in property assets. We provide an end-to-end solution - from SMSF setup and compliance to sourcing real estate opportunities and guiding our clients through the investment journey. As we scale, we are looking for an experienced and commercially-minded leader to take charge of our business development and revenue operations function.
The company is a sister company of Scale and not directly related to the ongoing operations of the talent management entity.
Role Overview
As the Head of Commercial Operations, you will own the development, management, and optimisation of the company's sales, referral, and business development engine. You will be responsible for hiring, training, and managing Business Development Managers (BDMs) who engage clients through educational outreach and referral networks. Your role will include partnering with financial advisors, driving acquisition funnels, and building a repeatable and compliant sales process.
You will also oversee commercial reporting, training systems, event coordination, and ensure that our growth targets are supported by data-driven operational excellence.
Key Responsibilities
Team Leadership & Development
- Hire, train, and manage a national network of BDMs focused on lead generation and client onboarding.
- Conduct regular coaching sessions and team check-ins.
- Build and manage BDM KPIs around lead quality, conversion, and revenue targets.
- Create a high-performance, compliant sales culture grounded in ethical advice and education.
Referral & Partner Channel Growth
- Identify, onboard, and nurture relationships with accountants, mortgage brokers, financial advisors, and SMSF-related professionals.
- Host and coordinate webinars, seminars, and in-person information sessions with referral partners and prospective clients.
- Develop scalable tools and templates for partner engagement.
Commercial Operations & Systems
- Refine CRM usage, pipeline tracking, and lead qualification systems.
- Build performance dashboards and lead conversion reports.
- Continuously improve sales workflows to reduce lead-to-conversion time.
- Ensure adherence to regulatory frameworks for SMSF marketing and client advice boundaries.
Strategy & Cross-Functional Leadership
- Align commercial goals with marketing campaigns and compliance requirements.
- Collaborate with Finance and Legal to ensure risk-managed client onboarding.
- Report on commercial performance to executive leadership.
- Support budget planning, ROI tracking, and operational forecasting.
Requirements
- 8+ years of experience in commercial operations, sales leadership, or growth roles.
- Experience in financial services, property, or SMSF-related industries highly preferred.
- Proven ability to build and manage high-performing sales teams and partner channels.
- Strong understanding of regulatory and compliance considerations in financial advice and property investment.
- Proficient in CRM tools (e.g., HubSpot, Salesforce) and reporting platforms.
- Excellent interpersonal, leadership, and communication skills.
- Highly analytical, process-oriented, and outcomes-driven.
Why Join Us?
- Strategic leadership position in a high-growth industry.
- Work at the intersection of wealth management, property, and financial independence.
- Be part of a mission-driven team empowering Australians to take control of their financial future.
- Attractive compensation with performance incentives.
- Flexible work arrangements and national reach.
