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Manager, Business Planning

2 weeks ago

Sydney, New South Wales, Australia AMP Full time $90,000 - $120,000 per year
Job Description

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

Join a business in growth phase. Our wrap platform has been built for advisers, by advisers. It allows them to manage their clients' investments on our competitive and innovative offering. This role is your chance to be a part of the growth by driving innovation, client and member experience, and efficiency to help more Australians achieve their wealth goals.

The Manager, Business Planning and Performance will be responsible for managing the Strategic Investment Allocation process, reporting North's quarterly performance and proposing a pivot in focus where appropriate and managing North's strategic governance of annual and quarterly planning cycles.
  • Lead the development and presentation of compelling business cases to the Trustee for the quarterly and annual release of funding to support North's transformation portfolio
  • Design and deliver materials for the half yearly Trustee Strategy Day to shape the future strategic direction of the Wealth Fund.
  • Develop the Trustee's Business Plan for the Wealth Fund including defining the strategic initiatives and developing key performance metrics to ensure the delivery of strong member outcomes, regulatory compliance, and sustainable fund operations.
  • Develop the Trustee's Member and Beneficiary Strategy to assess and prioritise strategic investments, including Statements of Work (SOWs) and platform enhancements
  • Develop the annual business plan to align the priorities of NM Super and AMP Group.
  • Oversee and prepare quarterly executive business reports and compliance reports for Board, Trustee and Executive Committee audiences, which assess the strategic and operational performance of North against its scorecard and KPI's.
  • Propose potential responses to market, competitor and internal performance
  • Manage the end-to-end business planning and performance reporting process, timeline and stakeholder inputs, and version control.
  • Collaborate with teams across Strategy, Product, Finance, Marketing, Investments, Operations, Super Trustee Office, Company Secretary and Risk to gather, validate and prepare reporting content.
  • Manage the logistics / operations of key leadership committees including agendas, collate materials, resolve actions, minutes and Terms of Reference which enable governance for Group Executives
  • Identify solutions that deliver significant improvements to existing processes and/or ways of working to streamline reporting
What you will bring to the team

Ideally, you will bring the following experiences to this role:
  • Previous 8 years' experience in a relevant professional role in Wealth Management ideally in Superannuation and/or Platforms environment driving a collaborative, high performance culture
  • Competent understanding of the regulatory and compliance regime for financial services
  • Ability to lead the development of business plans, papers and reports for the Board, Trustee and Executive level audiences and present in senior leadership environments
  • Competent understanding and experience of wealth management and end to end business operations
  • Understanding of competitors propositions and Superannuation/Investment industry trends, as they relate to the wealth management, in particular platforms environment.
  • Appropriate tertiary qualifications or preparedness to undergo studies in business or finance desirable
  • Ability to influence and engage both peers and senior leaders including at the Executive level, to support execution of business outcomes and lead the development of multi-year strategies and business plans
  • Ability to prepare compelling business cases for funding approval and demonstrate how the investment has translated into measurable improvements in member outcomes.
  • Ability to analyse business performance, identify and track key performance measures, and identify key strategy and operational risks.
  • Excellent relationship development and stakeholder management skills applied within a matrix business
  • Excellent communication skills in written, verbal, virtual and face to face
  • Strong interpersonal skills and able to work well with senior team members to solve problems
  • Meticulous attention to detail and high accuracy in data collation and reporting
  • Strong customer / member focus (internal and external).
  • Ability to set targets & goals and drive delivery of results through others via effective leadership and coaching
  • Strong ability to analyse difficult problems and issues and identify solutions that improves or modifies existing processes or ways of working
  • Ability to work in an agile, dynamic environment.
  • Flexibility to work outside of immediate role remit if needed.
  • Demonstrated ability to manage confidential and sensitive information with discretion.
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 closer to the action and executive decisions that influence where we go next.

If you're someone that can hold their own, you'll find AMP quite liberating.

Why we think you'll love working at AMP

Doing what we've always done is not an option, so your clever ideas will get airtime here. You'll be encouraged to speak up and try new things. If they don't work, we move on - better for it.

We know there's no one way of doing things. So, you won't have to sacrifice who you are or how you work to fit in here. We're inclusive and flexible in many of the ways you'd expect. And in some of the ways you wouldn't. As long as your health and wellbeing come first - at home and at work.

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you'll find moments to connect, feel valued and do meaningful work.

Whether it's through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have.

We believe in the power of inclusion and diversity

We're dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers.

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process.

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.

Ready to create your tomorrow?

If you're someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don't procrastinate We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.