JBWere is one of New Zealand’s most respected wealth advisory businesses, known for deep client relationships, trusted advice, and long‑term investment thinking. Our advisers work closely with individuals, families, and organisations to help them navigate complexity and achieve meaningful financial outcomes.
JBWere is proudly part of the FirstCape Group, one of New Zealand’s largest and best‑resourced wealth advisory and asset management businesses. Being part of FirstCape means JBWere combines its strong advisory heritage with the scale, investment capability, and modern technology platforms of a broader group, giving our people and our clients the best of both worlds.
At JBWere, we believe our people are our greatest asset. Our success is driven by the collective expertise, professionalism, and commitment of our teams, supported by the strength of the FirstCape Group. We are committed to creating an environment where people can grow, collaborate, and do work they’re proud of, while helping shape the future of wealth advice in New Zealand.
Job Description
About the opportunity | Mo te whai waahi
The Senior Manager, Wealth Advisory plays a critical leadership role in driving adviser capability, performance, and future growth. Reporting to the Head of Advisory, this newly created role within JBWere will help design future‑focused team structures, lead recruitment and succession planning, and strengthen the adviser talent pipeline. With a strong commercial and analytical lens, the role supports client strategy, business development, and adviser productivity through data‑driven insights and performance management. The role also ensures operational excellence and regulatory compliance, partnering closely with the JBWere Leadership Team and other senior leaders to embed best‑practice advisory processes.
Key Responsibilities | Ngā Kawenga Mahi
Design and implement future‑focused adviser team structures aligned to growth strategy and client demand.
Lead end‑to‑end Adviser recruitment, onboarding, and succession planning, including graduate and internship pathways.
Build sustainable talent pipelines and career pathways in partnership with People & Culture.
Supporting advisers with client acquisition, retention, and pipeline management.
Drive business development initiatives, including marketing, events, and sponsorship alignment, overseeing the central events calendar and budget.
Develop and oversee adviser training and coaching programmes to lift capability and consistency.
Prepare and deliver performance reviews, including modelling & forecasting.Drive robust performance management practices.
Partner with Risk, Legal, Compliance, and senior leaders to manage operational risk and ensure regulatory adherence.
Desired Skills and Experience
What you will bring to the role | He aha ka kawea e koe ki te mahi
We require that you have:
Certified Financial Adviser with strong credibility in advice‑led environments.
Extensive experience in wealth management or financial services operations.
Proven people leadership experience, including performance management and capability uplift.
Demonstrated success in recruitment, talent development, and succession planning.
Strong business development and client strategy experience within advisory models.
Highly analytical, with experience in performance reporting, dashboards, and forecasting.
Excellent stakeholder management skills, able to influence across senior and cross‑functional teams.
Well‑organised and outcomes‑focused, with the ability to balance commercial, people, and compliance priorities
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
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