Financial Expertise Leader

2 weeks ago

Sydney, New South Wales, Australia beBeeLeadership Full time $130,000 - $150,000

The role of Financial Expertise Leader is a key position within an organization, responsible for leading a team to provide holistic telephone-based information and support to empower people affected by cancer to make informed financial decisions.

About the Role

This full-time 12-month contract requires a highly experienced and skilled leader to oversee the day-to-day delivery of financial support services. The successful candidate will be responsible for leading a team of financial experts, providing supervision and ongoing learning and career development opportunities.

Key Responsibilities
  • Lead a team of financial experts, creating a collaborative and supportive work environment that promotes employee growth, engagement, and satisfaction.
  • Provide supervision and ongoing learning and career development for financial experts.
  • Oversee and contribute to the day-to-day delivery of financial support services, including:
    • Financial Navigation Service: providing information and resources on financial rights and options, and triage into intensive financial support services.
    • Financial Counselling Service: guidance and advocacy with debt management and budgeting.
    • Financial Assistance Service: temporary grants towards bills and everyday expenses.
  • Identify opportunities for continuous improvement, develop strategies to improve the overall client experience, and improve the efficiency of the financial support services, including introducing new policies, streamlining processes, and optimizing use of technology systems.
  • Act as the escalation point for complex stakeholder and technical issues, ensuring prompt resolution, maintaining a high level of stakeholder satisfaction and escalating issues to management where required.
  • Build, maintain and oversee strong collaborative relationships with internal and external stakeholders to ensure efficient and effective delivery of financial counselling and capability services.
  • Be a subject matter expert for the financial support services, increasing awareness and understanding of these services both within and external to the organization, including promoting the services through in-servicing, presenting at relevant conferences, participating in media opportunities as well as contributing to financial advocacy work.
  • Support senior management with strategic, operational, reporting, and planning of financial support services.
About You
  • Accredited financial expert with at least 3-5 years' experience in the financial industry.
  • Experience leading, managing, and mentoring financial experts to deliver high-quality financial support to clients.
  • Excellent understanding of the financial industry and demonstrated networks within the industry.
  • Experience and competency overseeing and providing complex and challenging financial support to clients.
  • Demonstrated relationship management, presentation, and networking skills.
  • Experience developing and embedding policies and procedures, including experience implementing technology and process changes.
  • Strong technological skills with experience working in case management systems.
  • High-level written and oral communication skills.
  • Ability to work independently and as a part of a team.

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