Business Planning Manager

• Get great things done with us 

• At Insignia Financial, your voice, ideas and individuality counts 

• Drive meaningful impact in a permanent, full-time leadership role 

The opportunity to join our team 

This role is within our Customer and Advice division, and is responsible for the design and building a workflow framework for the division using Agile principles, ensuring physical and digital marketing workflow tools are effectively utilised across the organisation. Oversee workflow across multiple divisions, fostering alignment, collaboration, and effective communication while applying Agile methodologies to facilitate iterative planning, flexibility and rapid delivery. Collaborate with stakeholders to identify and mitigate delivery risks, organise and run cross-functional planning sessions and track key performance indicators to monitor progress and provide management reporting. 

customerandadvice 

What you will bring  

• Education: Bachelors Degree in Business Administration, Finance or Project Planning.  

• Certifications in Business Planning, or Agile highly regarded  

• Training in Agile practices (workplace training acceptable) 

• Agile leadership capability – proven experience standing up Agile frameworks in a non-agile environment 

• Experience teaching, creating and managing agile methodology including Scums, Kanbans etc  

• Strong analytical and problem-solving skills, with proficiency in financial modeling and data analysis tools such as Excel, JIRA, and Adobe 

• Excellent communication and presentation skills, with the ability to collaborate and build strong relationships to influence change effectively 

• Experience driving change across a large organisation, with the ability to thrive in a fast-paced, high-pressure environment focused on delivery 

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.