Strategic Advice Process Lead

1 week 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 advice process management, 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 improved client experiences and business outcomes.
Requirements
  • 10 years of financial services experience, with a minimum of 5 years in advice process management, document development, and change management.
  • Proven leadership skills, with experience managing staff in the Advice industry.
  • Excellent understanding of advice process, legal, and regulatory requirements.
  • Experience across retail and wholesale advice.
  • Strong written, verbal communication, and presentation skills.
  • Attention to detail and a passion for problem-solving.
What We Offer

At ANZ, we offer a dynamic and inclusive work environment, with opportunities for growth and development. We're committed to building a workplace that reflects the diversity of the communities we serve. If you're a motivated and experienced professional looking for a new challenge, we encourage you to apply.



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