Financial Advisor jobs

About Zeller

At Zeller, we’re champions for businesses of all sizes, and proud to be a fast-growing Australian scale-up reimagining business banking and payments.

We believe in a level playing field, where all businesses benefit from access to smarter payments and financial services solutions that accelerate their cash flow, help them get paid faster, and give them a better understanding of their finances. So we’re hard at work building the tools to make it happen.

Zeller is growing fast, backed by leading VCs, and brings together a global team of passionate payment and tech industry professionals. With an exciting roadmap of innovative new products under development, we are building a supportive and high performing team to inspire change in the outdated banking solutions. If you are passionate about innovation, thrive in dynamic environments, embrace new possibilities, hate bureaucracy, and can’t think of anything more exciting than evolving the status-quo, then read on to learn more.

About the Role

Join Zeller’s Strategy & Operations team as an Operations Analyst and drive scalable growth by designing efficient, automated and compliant processes. As a part of the Strategy and Operations team, you will act as a trusted advisor to the business, implementing process design through our operational teams and platforms.

In this role, you will help re-imagine the financial services industry, switching between high-level strategic thinking and hands-on execution. You will support teams across the organisation by designing scalable operational processes, rigorously testing hypotheses, and providing clarity through structured, logical analysis. This position offers a 360 degree view on the payments and financial services value chain—from detailed analysis of the product landscape to supply chain processes.

Key Responsibilities

• • Internal Operations & Process Design
  • Operating Model Design: Design operating models that integrate people, systems, processes, and data across the business.
  • Process Engineering: Develop and document business processes and procedures, including process maps (BPMN experience preferred), user stories, and requirements.
  • Productivity & Capacity Planning: Conduct productivity modelling to assist in identifying improvement opportunities in servicing and capacity planning.
  • Regulatory Implementation: Assess and apply industry and regulatory requirements to business processes.
  • Continuous Improvement: Identify process inefficiencies and propose automation or optimisation solutions.
  • Systems, Automation & CRM Management
  • HubSpot Ownership: Manage and maintain the configuration, operation, and optimisation of HubSpot.
  • Automation Strategy: Design, build, and implement automations to streamline processes, automate tasks, and improve operational efficiency.
  • Tool Configuration: Configure and manage operational tools and platforms to implement new processes and procedures.
  • Data Governance: Establish and enforce data governance standards within HubSpot, ensuring data integrity, accuracy, and compliance across teams.
  • Project Management & Cross-Functional Execution
  • Project Delivery: Lead cross-functional projects from inception to delivery by identifying customer needs, creating implementation projections, and overseeing execution.
  • Stakeholder Collaboration: Collaborate with internal and external stakeholders to de-risk critical paths, build scalable solutions, and meet deadlines.
  • Change Management: Lead and drive process changes, ensuring successful adoption across teams.
  • Strategic Insight: Provide strategic recommendations to senior leadership on process optimisation and operational scalability, leveraging data-driven insights.

Qualifications and Experience

• • Automation Skills: Experience in process automation using HubSpot (or equivalent CRM) or platforms such as Zapier, Jira, or Slack is a pre-requisite or demonstration of ability to learn and master new platforms
  • Professional Background: 1 -3 years of management consulting experience in Strategy & Operations (particularly within Financial Services) or experience in high-growth FinTech/SaaS environments is preferred
  • Operational Excellence: Demonstrated ability to translate user requirements into actionable processes and write clear, structured process documentation.
  • Technical Proficiency: Strong Excel skills are required; data modelling experience is a plus.
  • Project Management: Proven end-to-end project management experience, from strategic discussions to execution
  • Data-Driven: Proficiency in quantitative analysis, identifying key data inputs, and assessing trends to inform operational strategies

Attributes

• • Structured Problem Solver: You thrive in solving complex, ambiguous problems through structured analysis using inductive and deductive reasoning.
  • Agile & Adaptable: You excel in fast-paced environments and can pivot approaches swiftly to arrive at solutions.
  • Detail-Oriented yet Strategic: You can dive into the minutiae of requirements documentation while maintaining the ability to see the big picture and synthesise information effectively.
  • Strong Communicator: You possess exceptional written and verbal communication skills, with the ability to translate technical requirements for diverse stakeholders.
  • Bias for Action: You love challenging the status quo and have a drive to get things done.

How we work

At Zeller, we thrive on the energy and fast pace that comes from in-person collaboration and this role is based in our Melbourne CBD office with a general expectation of 4 days on-site per week with an option of 1 day WFH.

Like the rest of the team, you’ll benefit from

A competitive salary package, including equity;

A balanced, progressive, and supportive work environment;

Excellent parental leave and other leave entitlements;

A fantastic office environment;

Endless learning and development opportunities;

Plenty of fun and social opportunities - we love to come together as a team;

An ability to influence and shape the future of Zeller as our company scales both domestically and globally;

Being part of one of Australia’s most exciting scale-ups.

At Zeller, we celebrate diverse perspectives and experiences, and strongly encourage people of all backgrounds and identities to apply to join our team.

We want you to be able to show up at your best during the recruitment process. Please, let us know if you require any accommodations during your interview process with us.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.