Initiatives and Process Lead

**Req ID**: 61003
**Department**: Private Advice
**Division**: Australia Commercial
**Location**: Melbourne
About the role
**Role Location**: Melbourne or Sydney
**Role Type**: Permanent
To manage and drive a high performing team to own, manage, embed and continually improve the end to end advice journey for both our clients and Private Bank staff. This role will work closely with Advice Systems to ensure a strong technology lens is applied to all new initiatives to drive advice quality, client experience and business efficiencies. Additionally, a key component of this role is to manage change and communication requirements for the business.
What will your day look like
**Client**:
Identifying opportunities and executing solutions to simplify advice process and deliver quality client experiences
Act in line with our purpose and strategy to re-engage the community, be worthy of their trust and ensure our products and services are provided honestly, fairly and free of any conflicts of interest
**Process**:
Evaluate opportunities to implement changes to processes, policies, systems etc. which enable us to deliver an enhanced customer and/or banker experience and partner with key stakeholders to deliver these
Collaborate with Advice Systems to ensure Advice technology is driving process and being effectively embed
Manage and support the implementation of identified improvements across the end to end advice chain
Adhere to ANZ policy and processes
Utilise advice technology and other ANZ systems in line with process, procedure and guidance
**People**:
Successfully lead a team of advice specialists, fostering a culture of high performance
Continued professional development of self as well as mentoring and supporting other staff
Prepare and present webinars and face to face training to Frontline, Paraplanning Team Leads and Advice Directors
Participate as an active member of the Advice Enablement Leadership Team to strive for continual growth and improvement across the advice business
Engage regularly with business stakeholders to improve efficiency, simplify the advice process and deliver an improved client experience
**Risk/compliance/behaviours**:
Ensure all advice process documentation and templates reflect both regulatory and legislative obligations (Retail and Wholesale advice)
Keeping abreast of legislative and regulatory change, continually updating our business process to ensure our business remains compliant and effective
Adhere to ANZ’s values and expected behaviours
Ensuring the Business acts within the Corporations Act, ASIC regulatory requirements, Adviser Code of Ethics and all other legal and regulatory requirements
Remain compliant with continuous professional development requirements
Role model and promote an ethical and compliance driven mindset, always ensuring the best interest of the customer is met, aligned with ANZ’s purpose
What will you bring?
10 years financial services experience with minimum 5 years experience in advice process, document development/improvement and change management
Ability to identify opportunities and execute solutions to simplify advice process and deliver quality customer experiences
Experience managing staff in the Advice industry and a strong understanding of the market
Proven change management and leadership skills due to anticipated 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 along with a passion for problem solving
Effectively collaborate with stakeholders across all levels of the organisation
A proven champion for change.
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, and we actively encourage people to try new things. So, if this role interests you and you feel you have most of these things in your toolbox, we’d love to hear from you.
So, why join us?
From the moment you join ANZ, you’ll be doing meaningful work that will shape a world where people and communities thrive.
But it’s not just our customers who’ll feel your impact. You’ll feel it too. Because at ANZ, you’ll have the resources, opportunities, and support you need to take the next big step in your career.
We’re a diverse bunch at ANZ in different roles, different locations, doing different things. That’s why we have a range of flexible working arrangements, so our people can “make work, work for them”. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
Job Posting End Date
23/09/2024, 11.59pm, (Melbourne Australia)