Ryker Capital

Ryker Capital is a family-owned and operated financial services firm with a national presence, dedicated to providing high-quality personal financial advice to clients and their families. Our collaborative and diverse culture thrives on technology and efficiency, enabling us to help more people achieve their financial and lifestyle goals. We maintain a flat team structure and encourage the sharing of ideas among all members.

My Role and Responsibilities

As the Advice Practice & Growth Manager, I lead our team of advisers and support staff while driving business expansion. My key responsibilities include:

- Co-hosting our Podcast ‘The Wealth Guide’ with our founding director.
- Presenting at business partner conferences and engaging with referral partners regularly.
- Overseeing administration, operations, and back-office functions.
- Motivating and managing both onshore and offshore direct reports.
- Ensuring staff wellbeing, training, quality, and performance.
- Identifying improvement opportunities and enhancing processes for efficiency.
- Establishing and executing project plans.

Advice Practice & Growth Manager

Five Dock Chamber of Commerce

President

BNI Ignite Sydney

Universal Buyers Agents

Buyers Agent

Fit Property Buyers Agency

Director & Founder

Industry Fund Services

Engagement Manager

Business Analyst

Aware Super

The Intra-Fund Advice Practice & Process Manager role aims to own the Intra-Fund Advice Standard Operating Procedures and to actively engage within intra-fund advice projects and initiatives, as well as act as the key point of contact for advice impacted initiatives and continuous improvement activities.

Advice Practice and Process Manager

National Australia Bank

Manage the Advice Technology Enablement operational activities including oversight of the wealth management platform (XPLAN) to support advisers in order to construct and deliver compliant advice to their customers.

Senior Advice Analyst

CCUBE Integrated Wealth

PRIMARY PURPOSE OF POSITION
The primary responsibility of the Client Implementation Consultant is to embed CCUBE into the business processes of dealer groups and practices during onboarding. The role will involve analysing the historical processes of each business and migrating them to CCUBE using out-of-the-box configurations, content, and CCUBE features. If gaps are identified, the Client Implementation Consultant will work in conjunction with the Product Team to determine workarounds and/or feature enhancements. Once the analysis is complete, the Client Implementation Consultant will be responsible for ensuring uptake of the new CCUBE processes through a combination of showcases, preparation of training content and use cases, and in person training. 
This Client Implementation Consultant will work in closely with a Client Implementation Specialist to complete onboarding. The specialist will project manage the technical aspects of onboarding clients to CCUBE including data migration and third-party integrations. 

KEY RESPONSIBILITIES
•	Evaluate the 4 key processes of each financial planning business migrating to CCUBE: new client, review, FDS, and opt-in; 
•	Analyse the historical output of each business (SOAs, admin letters, etc.); 
•	Showcase CCUBE out-of-the-box capabilities tailored to meet the objectives of each business;
•	Determine when dealer group sign-off and/or compliance oversight is required on any configurations; 
•	Train the dealer group champion on how to configure out-of-the-box content going forward; 
•	Continuously improve out-of-the-box content based on learnings from each business we onboard;
•	Deploy Learning Management System to each user, monitor uptake, and provide in-person training when appropriate; 
•	Ensure CCUBE is embedded in the business and users are trained before completing onboarding and handing over to client services; 
•	Gather client feedback and share lessons learnt with other CCUBE teams to improve future onboarding;

Business Analyst - Client Implementation Consultant

Experienced Senior Business Analyst with a strong background in financial planning, Lean Six Sigma methodologies, and continuous improvement. With over 10 years in the financial planning industry and accredited expertise in financial planning, mortgage broking, finance, and property services, I bring a wealth of knowledge and practical experience to every project.

As an investor, I have over a decade of hands-on experience in property investment, having purchased my first property at 18. I’ve successfully built my own investment property portfolio, achieving significant capital growth and generating a solid, reliable passive income.

My passion lies in helping others build their investment property portfolios, achieve capital growth, and establish passive income streams. If you're looking to enhance your financial future and need guidance on property investments, feel free to reach out to me.

📞 0404 867 996

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