About the Role:

As Senior Manager Client Operations at Fisher Funds, you will play a pivotal role in shaping and delivering exceptional client experiences through operational excellence. Reporting to the General Manager Fund Administration and Operations, you will provide strategic oversight and hands-on leadership to a team of Client Operations Specialists who are the front line of client engagement.

This role encompasses leadership of end-to-end operational activities, with a strong focus on developing team capability, cultivating a high-performance culture, and embedding continuous improvement across functions with a drive towards digitisation and automation. You will lead initiatives that enhance service delivery, scalability, and compliance, ensuring our operational activities align with organisational goals and evolving client needs.

In addition, you will act as a key driver of operational strategy, ensuring consistency in service standards and regulatory compliance while fostering collaboration across internal teams and external partners. Your leadership will be critical in building resilience within the team and positioning Client Operations as a trusted and efficient function that supports Fisher Funds’ commitment to delivering exceptional outcomes for clients.

Key Responsibilities:

Lead and Develop High-Performing Teams

• Coach and mentor Client Operations Specialists, fostering engagement, resilience, and professional growth.
• Set clear expectations, provide feedback, and create a culture of accountability and collaboration.

Deliver Operational Excellence

• Oversee client interactions and ensure timely, accurate processing of applications (onboarding, withdrawals, etc.).
• Implement common practice models, tools, and standards with in the Client Operations teams.
• Drive process improvements and digital initiatives to enhance efficiency and client experience.

Strategic Oversight and Reporting

• Translate strategic objectives into actionable operational plans.
• Lead workforce planning and deliver reporting insights that support transparency and informed decision-making.
• Ensure adherence to regulatory requirements and manage operational risk effectively.

Drive Change and Continuous Improvement

• Champion the adoption of Operational Excellence principles across Client Operations.
• Identify and implement process improvements that enhance service delivery and scalability.
• Support integration projects and standardisation of service and quality across teams.

Skills and Experience:

• 5–7 years’ experience leading and coaching high-performing operational teams, ideally within financial services or a client-centric environment.
• Strong capability in developing team leaders and fostering engagement.
• Proven ability to translate strategy into operational plans and deliver measurable outcomes.
• Experience managing service delivery across multiple client channels with a focus on consistency and quality.
• Skilled in process improvement; familiarity with Operational Excellence principles (Lean, Six Sigma) is advantageous.
• Excellent communication and influencing skills, with the ability to build strong relationships across teams and business units.
• Solid understanding of operational systems, workflows, and compliance requirements within financial services.

Why Fisher Funds?  

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.   

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:   

• Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.   
• Grow Your Career: Access professional development opportunities to reach your full potential.   
• Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.   
• Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.  

About Fisher Funds:   

Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.  

We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.  

We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.  

Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world  

We have one of the largest client services teams in New Zealand and an award-winning one at that.  

This is a genuinely collaborative team environment, where everyone is passionate about their work and the positive impact they can make. 

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.  

Applications Close – 22 December 2025 

Please note we will only be contacting shortlisted candidates in the New Year.