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Strategic Advice Process Lead

2 months ago

Melbourne, Victoria, Australia ANZ Full time
About the Role

This is a key leadership position within ANZ, responsible for driving the end-to-end advice journey for both clients and Private Bank staff. The successful candidate will have a strong background in financial services, with a minimum of 5 years' experience in advice process, document development, and change management.

Key Responsibilities
  • Manage and drive a high-performing team to own, manage, embed, and continually improve the advice journey.
  • Work closely with Advice Systems to ensure a strong technology lens is applied to all new initiatives, driving advice quality, client experience, and business efficiencies.
  • Manage change and communication requirements for the business, ensuring seamless execution of initiatives.
  • Collaborate with stakeholders across all levels of the organisation to deliver an improved client experience.
  • Ensure all advice process documentation and templates reflect regulatory and legislative obligations.
What We're Looking For
  • 10 years' financial services experience, with a minimum of 5 years' experience in advice process, document development, and change management.
  • Strong leadership and change management skills, with the ability to drive significant regulatory and business change.
  • Excellent understanding of advice process, legal, and regulatory requirements.
  • Experience across retail and wholesale advice.
  • Excellent written, verbal communication, and presentation skills.
  • Attention to detail, with a passion for problem-solving.
Why Join Us?

At ANZ, we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.

We offer a range of benefits, including access to health and wellbeing services, discounts on selected products and services from ANZ, and flexible working arrangements.