Head of Trustee Initiative Planning, Review and Financing

• At Insignia Financial, your voice, ideas and individuality counts
• Location Sydney with hybrid working arrangements
• Permanent Full-time role

The opportunity to join our team

This role supports the RSEL Boards and Chief Member Officer in the oversight and monitoring of the implementation of the Trustee’s strategy and key initiatives. This includes key product initiatives, strategic programs, and financials to support the Trustees’ strategy. This role focuses on delivering improved financial outcomes and experiences for members including strategic and product initiatives.

Key Responsibilities:

• Assist the Trustees with the development and implementation of the Trustees’ strategy that is focused on the delivery of quality member outcomes.
• Oversight of the development and implementation of the RSELs’ business plans consistent with the Trustees’ strategy.
• Provide oversight and challenge to the legislated member outcomes assessments process and outputs and drive linkages back to the Trustees’ strategy and business planning cycle.
• Provide oversight of the Trustees’ financials (fund and corporate capacity) in conjunction with the Group Finance team, and oversight of the Trustees’ expenses and costs.
• Portfolio lead on key Trustee and product initiatives
• (transformation initiatives including simplification and separation, retirement income strategy and obligations on financial including climate risk reporting).
• Portfolio lead on audit, finance and people
• Enhance operational efficiency to improve member experience and/or support the RSEL Boards to focus on strategic and matters reserved for the RSEL Boards.
• Support the Chief Member Officer and act as a delegate, when required.

What you will bring

• Strong executive communication, presentation and influencing skills.
• Ability to navigate environments undergoing significant change.
• Strong relationship building, problem solving and negotiation skills.
• Proven experience in managing a team in the delivery of a range of professional services.
• Ability to coach and mentor staff with a focus on stakeholder engagement and influencing skills.
• Minimum 5+ years of strategy and business planning experience.
• Transformation and project management experience (preferred). 
• Strong technical and commercial skills to manage and collaborate with diverse executive and senior management stakeholders.
• Relevant senior leadership experience with ability to effectively review and constructively challenge in a complex and ever evolving environment.
• Experience in financial services/ superannuation/ wealth / investment industry.

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 here about why you should 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.