Manager, Business Solutions

• Lead a small team who provide support to Sales    
• Opportunity to use your continuous improvement mindset
• Melbourne Location

The opportunity to join our team

Great opportunity to lead the business solutions support team. This role  provides support to stakeholders through the provision of value-add tools and analytics, including managing regular reporting and salesforce activities, tool enhancements and upgrades.

Key Responsibilities:

• Effective support of adviser sales and success team including  the production of reports and resources
• Effective management and appropriate response to day-to-day issues and broader initiatives impacting the business, including clear communication across all stakeholders
• Effectively support the distribution teams in monitoring and testing Risk and Compliance standards
• Provide financial insights and analysis to drive strategy and ownership through the delivery of Salesforce, Dashboards, Analytics and reporting needs
• Effectively develop and enhance sales tools to drive engagement, improve performance, increase efficiency, and strengthen customer interactions within the sales team
• Developing and executing both team and broader organisational strategies
• Fosters and supports the development of a client-focused, engaged and high-performance culture
• Coach team members to deliver client-centric outcomes and ensure strong cross-collaboration across Insignia Financial teams

What you will bring:

• Solid experience in financial services ideally with Wrap
• Proven ability to construct and maintain strong, collaborative working relationships across the business
• Drive operational excellence in a complex organization
• Ability to influence at all levels
• Strong people leadership skills and passionate about developing people
• RG146 is highly regarded

Make your move. Make your mark.  

What gets us excited about working here? Helping people do more with their money. 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. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.  

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.  

Showing up for every Australian 

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.  

To Apply 

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team. 

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.