Delivery Lead

Delivery Lead - Advice Automation

Location:SYDNEY, NSW, AU, 2000MELBOURNE, VIC, AU, 3008

Employment Type: Permanent Full Time

• Drive AI and automation delivery across high-impact advice processes
• Lead a team of 5 and shape how we use data and AI in practice
• Sydney or Melbourne – permanent, full-time

The opportunity to join our team

We're at the start of a major transformation in our Advice business — rethinking platforms, people, and processes to build a more cost-efficient, scalable model. AI and automation are at the centre of this shift, and we're looking for a Delivery Lead who can turn strategy into action.

In this role you'll be hands-on in identifying where AI and automation can bring the most value, then driving those opportunities through to execution. You'll set delivery guardrails, manage a complex environment of stakeholders and governance, and bring the energy to inspire and lead a multidisciplinary team.

Why this role at Insignia Financial?

You'll be working in the advice division at a time of real opportunity. There's a chance to improve efficiency, reduce costs, and make advice more accessible for our customers — a role that balances technology with meaningful impact. This is about doing good, while delivering tangible business value.

Key responsibilities include:

• Own the end-to-end delivery of complex AI and automation initiatives in Advice
• Prioritise the automation roadmap, balancing quick wins with long-term value
• Translate opportunity into execution – from data structure through to working AI solutions
• Coach and lead a team of 5, building capability and pace in how we deliver
• Act as the link between business leaders, AI engineers, data teams, and developers

What You Bring to This Role

• You'll bring a combination of technical expertise, delivery experience, and the ability to inspire teams and stakeholders.
• Proven experience delivering AI/automation programs at scale
• Strong grounding in AI-first architectures, data transformation, and modern engineering practices
• A track record of leading teams in complex, regulated environments
• The drive and confidence to cut through governance, engage stakeholders, and deliver outcomes
• Energy and presence – people want to work with you because you inspire, motivate, and keep things moving

This is a role for someone who thrives in ambiguity, values culture as much as capability, and knows how to use AI to create business value. If you want to lead meaningful change and make advice more accessible for customers, we'd love to talk.

Find the better way

What gets us excited about working here? Helping people feel good about their money as one of Australia's leading financial wellbeing organisations. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you'll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you'll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it "putting our fingerprints on the future".

People-inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

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To Apply

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.