Strategy Consultant

3 weeks ago

Sydney, New South Wales, Australia Insignia Financial Full time

Join to apply for the Strategy Consultant role at Insignia Financial

The Strategy Consultant supports the development and execution of enterprise and business unit strategies, enabling informed decision-making and driving innovation across the organisation. This role delivers high-impact strategic insights through rigorous analysis, stakeholder engagement, and structured problem-solving. You'll work with senior leaders and cross-functional teams to shape strategic initiatives, support business planning, and contribute to transformation efforts.

Responsibilities
  • Lead and contribute to multiple components of strategy and innovation projects, ensuring alignment with business objectives
  • Deliver high-quality outputs on time, including strategic recommendations, insights, and implementation plans
  • Support the annual business planning process for both enterprise-wide and business unit-specific initiatives
  • Effectively engage and influence senior stakeholders across the organisation
  • Build strong working relationships at all levels to support the successful delivery of strategic projects
  • Collaborate with peers and cross-functional teams across IFL to drive alignment and execution
  • Synthesise complex data and research into clear, actionable insights and strategic recommendations
  • Provide thought leadership by leveraging deep knowledge of the business and financial services industry
  • Develop compelling, structured presentations and reports for senior executive audiences
  • Oversee and perform data collection and analysis to support strategic objectives
  • Build and review financial models, ensuring key accounting, economic, and risk factors are incorporated
  • Conduct quality assurance reviews of deliverables to ensure they meet required standards
What You Will Bring
  • A relevant undergraduate degree with a focus on numerical or problem-solving disciplines
  • Qualifications in Commerce, Business, Finance, or Economics are desirable but not essential
  • Strong commercial acumen and business awareness
  • Experience or knowledge in Australian Wealth Management, strategy, M&A, innovation, or transformation (highly advantageous)
  • Proven ability to think strategically and creatively to solve complex business problems
  • Excellent analytical skills, including advanced quantitative analysis and financial modelling
  • Strong written and verbal communication skills, with the ability to present insights clearly to senior stakeholders
  • Ability to build and maintain effective relationships across all levels of the organisation
  • Highly organised, with the flexibility to adapt in a dynamic environment
  • Advanced proficiency in PowerPoint and Excel, with solid skills across other Microsoft Office applications
  • Advanced financial modelling and data analytics skills (eg R, AI-based models, SQL/VBA) preferred
Why Join Us?

This is an exciting opportunity to join a high-performing team where your expertise will directly shape the financial strategy and success of our Superannuation division. You'll work in a collaborative environment with exposure to senior stakeholders and contribute to initiatives that make a real impact.

To Apply

Please note that applications from agencies will not be considered at this time. Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. If you need assistance or an adjustment during the application process, please reach out and let us know.

We acknowledge and celebrate the richness that individual differences bring to our team.

Referrals increase your chances of interviewing at Insignia Financial by 2x

Seniority level: Entry level

Employment type: Full-time

Job function: Business Development and Sales


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