Adelina Lalic
Sydney,NSW
Summary
With over 25 years of financial services industry experience, I have extensive, coaching, relationship management and people management skills. My interpersonal skills and my ability to build relationships with a range of people makes me the ideal person responsible for managing relationships with new and existing clients.
Overview
23
23
years of professional experience
Work History
National Practice Manager
Madison Financial Group
10.2022 - Current
- Lead contact for practice owners and staff
- Grow existing Madison businesses and expand network
- Onboard new practices aligned with Madison's culture
- Coordinate with internal teams to support advice businesses
- Manage key Madison projects
- Work with experts to improve technology and service efficiency
- Attend industry events as Madison representative
- Manage relationships with suppliers and industry partners
- Create and implement effective advice processes
- Oversee risk management: identify, assess, and control business risks
Co-founder
Kebloom
10.2017 - 12.2022
- Content and product development
- Growth marketing strategies and social media content creation
- Customer development and insights by surveying, interviewing, and observing users
- Delivery of business class workshops
- Implementation of business processes and operations to ensure efficiencies across the business.
Customer Success Manager
Interfuse Technologies
07.2022 - 10.2022
- Led marketing team to attract new clients.
- Managed client relationships.
- Developed key stakeholder connections.
- Identified growth opportunities.
- Developed operational processes and systems.
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
National Relationship Manager
Otivo (Map My Plan)
08.2017 - 07.2022
- Managing the onboarding and ongoing relationship of institutional and corporate clients who provide Otivo as an employee financial wellbeing service to employees
- (Eg: Rio Tinto, Medibank, EY, Suncorp, Sunsuper, Assure)
- Development of marketing and communication plans to launch and onboard users to maximise initial and ongoing and employee engagement
- Identifying key stakeholders and establishing strong, loyal relationships
- Delivery of financial campaigns and educational financial wellbeing webinars
- Analysis of usage data and report preparation to demonstrate platform success to corporate clients.
Director, Business Coach
BusinessBlades
09.2012 - 12.2020
- Managed the establishment of strategic alliances with other professional service providers to offer a broader range of solutions to clients
- Developed in depth best practice business processes and tools to increase business efficiency
- Digitised these tools to create efficiencies and scale
- Conducted in-depth business diagnostics using the balanced scorecard to understand the issues, identify the true causes and implement the appropriate recommendations to achieve business goals and alleviate issues
- Facilitated strategic business planning sessions
- Developed business plans and coached, mentored, and motivated business owner to implement and prioritise strategies to help their businesses grow.
Regional Practice Manager
RI Advice
10.2006 - 03.2011
- Responsible for growth and profitability of financial planning businesses across NSW & ACT and the recruitment of new firms
- Developed a thorough understanding of the specific issues of each practice
- Built and implemented strategic plans to help business owners achieve their goals and objectives
- Key focus areas included strategic planning, marketing plans, succession strategies, alliances, benchmarking, and cost to serve models
- Conduit between the practices and the licensee to maximise the utilisation of services, enhance communication, satisfaction, and retention
- Ensured systems and processes were in place to ensure practices were compliant
- Managed a team of salaried Financial Advisers including the development of client engagement processes & pricing models.
State Manager NSW/ACT
Genesys Wealth Advisers
01.2005 - 03.2006
- Responsible for growth and profitability of over 70 financial planning businesses across NSW & ACT
- Managed a team of Business Coaches and Trainers to work with these businesses to achieve growth and profitability
- Managed & maintained state budgets
- Liaison between all divisions of Genesys to ensure cohesion and collaboration to assist with Member Firm growth.
Practice Development Manager NSW/ACT
Genesys Wealth Advisers
10.2001 - 01.2005
- Responsible for growth and profitability of over 70 financial planning businesses across NSW & ACT
- Managed a team of Business Coaches and Trainers to work with these businesses to achieve growth and profitability
- Managed & maintained state budgets
- Liaison between all divisions of Genesys to ensure cohesion and collaboration to assist with Member Firm growth.
Education
Bachelor of Arts, Psychology -
Macquarie University
Certificate of Brokers Registration -
University of Western Sydney
01.2008
Diploma in Financial Services (RG146) -
01.2007
Skills
Solution-driven, team-oriented leader excelling in goal achievement Collaborates with key stakeholders Resilient, adaptable, entrepreneurial Enthusiastic, well-organised, strong motivator Skilled in strategic planning, operational management, and stakeholder engagement Proficient in risk management, process optimisation, and change implementation Experienced in SaaS environments, business development, and client retention Analytical thinker with strong communication skills and financial services expertise
References
Available upon request
Timeline
National Practice Manager
Madison Financial Group
10.2022 - Current
Customer Success Manager
Interfuse Technologies
07.2022 - 10.2022
Co-founder
Kebloom
10.2017 - 12.2022
National Relationship Manager
Otivo (Map My Plan)
08.2017 - 07.2022
Director, Business Coach
BusinessBlades
09.2012 - 12.2020
Regional Practice Manager
RI Advice
10.2006 - 03.2011
State Manager NSW/ACT
Genesys Wealth Advisers
01.2005 - 03.2006
Practice Development Manager NSW/ACT
Genesys Wealth Advisers
10.2001 - 01.2005
Bachelor of Arts, Psychology -
Macquarie University
Certificate of Brokers Registration -
University of Western Sydney
Diploma in Financial Services (RG146) -
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