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Implementation Lead - Financial Advice Technology

Company

Morgan McKinley

Location

Australia, New South Wales

Posted

July 20, 2026

Position Overview

About the job

Are you an experienced implementation or transition specialist with a background in the Australian financial advice industry?

We're partnering with a leading national financial services organisation undertaking a significant technology transformation across its network of financial planning and accounting businesses. As part of this program, we're looking for someone who has hands-on experience transitioning advice practices onto new technology platforms.

The Opportunity

You'll take ownership of the end-to-end transition of financial advice practices onto a new technology platform, ensuring each migration is well planned, thoroughly tested and successfully adopted by the business.

Working closely with internal technology teams, external vendors and advice practices, you'll:

  • Lead the operational delivery of advice practice technology transitions
  • Coordinate and support User Acceptance Testing (UA...

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