Operations Manager

Our three-year goal is to 10x the Wealth & Insurance Division. Build a category-defining business. Transform how Kiwis engage with their money. This role is a key partner in making that happen.

We are looking for an ambitious, resourceful, and highly capable Operations Manager to work side by side with the Wealth Director and help execute the three-year growth strategy to 10x the Wealth Division.
This role has a broad scope across operations, analytics, technology, systems, strategic execution, and continuous improvement. There is no single background required. We care far more about capability, mindset, and problem-solving ability than industry experience. You will help build a scalable, efficient, data-driven Wealth division that empowers our Advisors to deliver an exceptional client experience as the business grows.

Key Responsibilities

Operational Leadership & Strategy Execution

• Collaborate closely with the Wealth Director to convert high-level strategy into clear plans, processes, and systems.
• Build scalable operational frameworks across the Wealth team.
• Develop and refine workflows, documentation, and consistency across the business.

Reporting, Analytics & Financial Understanding

Own the numbers that drive the Wealth Division, including:

• Cost per lead
• Cost to acquire clients
• Advisor performance metrics
• Conversion rates
• Lead source performance
• Attrition
• Financial performance reporting

Turn insights into actions that improve performance and efficiency.

Acquisition Strategy

Support the Wealth Director in:

• Identifying acquisition opportunities (client books, small firms, adviser books)
• Assessing financial viability
• Onboarding and integrating new clients
• Ensuring operational continuity

Automation, Technology & AI

Lead the adoption of automation and technology to:

• Reduce administrative workload
• Improve Advisor efficiency
• Enhance the client experience
• Build scalable systems for a high-growth environment
  

A strong appetite for learning new tech is important.

Investment Offering, Compliance & Systems

• Maintain documentation and processes for investment advice
• Oversee compliance-aligned workflows
• Build and maintain onboarding systems and templates
• Work with Advisors and leadership to ensure the highest professional standards

Who You Are

There is no “ideal CV” for this role. We are looking for someone who is:

• Ambitious and driven
• A problem solver who enjoys figuring things out
• Can think high level but isn’t afraid to get into the weeds
• Learns fast and independently
• Has a great attitude and thrives in a fast-growing environment
• Wants to build something meaningful and impactful
• Is hungry for professional and personal growth

This is not the right role if your main priority is work-life balance.
This is a season of intensity, momentum, and transformation – and it comes with meaningful rewards.

What We Offer

• A pivotal role within one of NZ’s fastest-growing financial services firms
• Competitive salary + meaningful performance-based bonus
• Huge career growth potential
• High-performance, fun, ambitious culture
• Work-from-home Wednesday
• The opportunity to fundamentally change how Kiwis manage their money

Why This Role Matters

If you succeed in this role, Lighthouse will become:

• The best and largest financial planning firm in NZ
• The best insurance advice business in NZ
• The leading holistic financial services operation in the country

You will be central to building a business that genuinely improves the lives of thousands of Kiwis.