Adviser Education Analyst

6 months ago

Melbourne, Australia AMP Limited Full time

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking.

For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

**Help people create their tomorrow, while you create yours**

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

**How you’ll make an impact**

North platform growth is a key strategic growth option for AMP with plans to significantly increase cashflows over the next 5 years. This role is accountable to develop and implement a suite of initiatives to help Business Development Managers, New Business Managers, North Training Consultants and especially Advisers and Adviser Support staff use North Online effectively and with confidence.

The key areas of focus are;
- Implement and deliver training to Wealth Distribution to ensure uplift in skills and capability. Supporting our Regional Managers with coaching techniques, developing programs with Head of Enablement to drive sales culture and performance.
- Implement and deliver training on process changes to deepen Wealth Distribution's product and platform knowledge.
- Understand knowledge gaps or upskilling opportunities for Business Development Managers, New Business Managers, North Training Consultants, Adviser and Support Staff.
- Design, implement and deliver (where applicable) training to Business Development Managers, New Business Managers, North Training Consultants; helping advisers and adviser support staff use North Online effectively and with confidence.
- Collaboration with Wealth Distribution, Product and Platform teams to improve quality of help and support material on North Online.
- Gather insights to share with our North Training Consultants to deliver targeted process training with back-office service teams of Financial Advisers.

**Main Focus Areas**:

- Working with the Distribution Go-to-market Manger to manage downstream impact on enhancements and changes within the platform and product.
- Coordinate a structured rollout with the Go-to-Market Manger and Education and events manager
- Strong working relationships with key internal stakeholders; North Operations teams, Wealth Distribution, Technology, Product/PIatform, Advice and ERM.
- Virtual training built and delivered, ensuring it is aligned with training schedules or marketing campaigns for Wealth Distribution.
- Building, training and deploying the training material for North Online, ensuring that the team have the most current material or with the agreed training schedule.
- Provide a wholistic approach to deliver change to Wealth Distribution and North advisers by scoping, estimating, and planning streams of work according to IT/change business requirements, while collaborating with the Go-to-market Manager.
- Collate and review data analysis to target efficiency and support uplift in education or skills for Wealth Distribution and North Advisers.
- Work with our North Service Centre (NSC), North Platform Develop (NPD) and other internal key stakeholder to implement solutions that improve the adviser experience using North Online
- Foster continuous improvement by identifying enhancements, develop solutions and promote best practice through insights and experience.
- Provide SME and technical expertise to our change projects when required.
- Deliver effective education campaigns via webinars, presentations, and online videos (collaborating with NSC and Marketing).
- Support the Distributions skills program through maintaining the program, driving the cultural change, and supporting the Regional Managers to coach for high performance.

**What you will bring to the team**

Ideally, you will bring the following experiences to this role:

- Experience in effectively reporting, interpreting data, and presenting to stakeholders.
- Experience in identifying opportunities to improve and designing solutions.
- Highly desirable:

- Cert IV in training desired.
- Knowledge of North Products and systems
- Experience in leading development projects and implementing change with financial service products.
- Experience in leading face to face or virtual coaching and training.

**You’ll thrive here if **

If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be clo

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