We’re BDO, a global professional services firm connected to local markets. Our people work together to provide specialist expertise, helping businesses achieve their goals.
We inspire others, to go further. We create together, to reach higher. We build trust, to lead purposefully.
Whether you're building your future or starting your career with us, you won’t do it alone. From creating solutions for our clients to building careers for our people, we shape what matters, and that’s where you come in.
About the Role
Our Quality & Risk Management team supports BDO in delivering the knowledge, systems and frameworks that help our people make informed decisions and uphold the highest professional standards. As part of this team, you'll play a key role in enhancing how we assess, manage and onboard clients across the firm.
We are excited to offer a new opportunity for a Manager – Onboarding to join our wider Quality Management team. This national role offers the flexibility to be based in Adelaide, Brisbane, Melbourne, Perth or Sydney.
Working closely with the Head of Policy, Compliance and Client Onboarding, you'll help establish and embed a firm-wide client and engagement acceptance framework, ensuring governance, risk and operational processes support consistent, high-quality decision-making.
Key responsibilities and Duties:
Partner with the Head of Policy, Compliance and Client Onboarding to establish, operationalise and continuously enhance the firm's client onboarding (client & engagement acceptance) framework.
Update, design and implement the governance structures, operational practices, workflows and controls required to support effective and consistent acceptance processes across the firm.
Lead the development of applications, submissions and supporting documentation for Client onboarding Acceptance Panels.
Ensure acceptance processes, frameworks and controls remain aligned with firm policies, professional standards and regulatory requirements.
Lead the development, maintenance and enhancement of policies, procedures, guidance materials and risk assessment frameworks supporting client onboarding processes.
Oversee the design and ongoing refinement of onboarding forms, questionnaires, risk assessment criteria and escalation pathways to ensure they remain effective and responsive to the evolving risk landscape.
Support the rollout and ongoing evolution of client onboarding systems, ensuring policies, procedures and operational practices remain fit for purpose.
Monitor emerging risks, analyse trends and themes, and provide recommendations to strengthen governance outcomes and risk management practices.
Ensure risk assessments, escalations and acceptance decisions are appropriately documented, supported and communicated to relevant stakeholders.
Partner with Service Line Quality Leaders, Legal, Anti Money Laundering team, Enterprise Risk management team, Independence Conflicts and Ethics team and other key stakeholders to understand client and engagement acceptance requirements and translate these into practical business processes.
Act as a trusted advisor on client onboarding and acceptance governance matters, providing guidance to stakeholders across the firm.
Develop and deliver guidance, training and awareness initiatives to strengthen understanding of client onboarding requirements.
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About You
You'll bring a blend of governance, risk and stakeholder management experience, together with a practical, solutions-focused approach to improving business processes and managing organisational risk.
You will also have:
Experience in client and engagement acceptance, governance, risk or compliance within a professional services or regulated environment.
A degree in Business, Management, Finance or a related discipline.
Experience with Microsoft Dynamics 365 or similar CRM platforms (preferred).
Strong understanding of client onboarding, due diligence and risk assessment processes.
Experience developing policies, frameworks and operational processes, with awareness of evolving regulatory and risk requirements
Excellent stakeholder engagement, influencing and written communication skills, with proven experience leading complex initiatives and partnering with senior stakeholders.
Proven ability to lead change, drive continuous improvement and apply sound judgement to risk-based decision-making.
Why BDO?
Working for BDO you will be part of a growing and market leading professional services firm.
Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services.
Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways.
We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what’s possible.
Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance, gym memberships and wellness facilities via our BWell program. Access benefits such as travel perks, retail discounts, employee referral rewards, study, and professional development support.
Our leave options cater to the unique needs of our people; and include enhanced family support, cultural and religious leave, and options to purchase additional leave. You can also give back and get involved in community initiatives via our BCaring program.
With a strong focus on learning and growth, we provide on the job training and formal development programs to help you succeed in your role and develop your skills and experience.
Our culture is underpinned by our core values (One, Bold, Human, Heart and Strive).
We are proud to be recognised as an Inclusive Employer for 2025-2026 by Diversity Council of Australia and a 2024-2025 Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA).
BDO is committed to inclusive and accessible recruitment practices. If you require any reasonable adjustments to support your application or interview process, we encourage you to contact our Talent Acquisition team at [email protected]
