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Form of workReporting to the COO APAC for FNZ, the role of the Director - Customer Services & Administration Australia is a critical role that involves overseeing FNZ’s Australian Client Wealth Platform Administration activities, strategy and its ongoing development. This includes managing client and adviser administration services, both internally and through outsourced solutions, and ensuring the delivery of services aligns with contractual customer Key Performance Indicators (KPIs). The Director is also responsible for implementing a continuous improvement program to achieve service excellence and establishing financial and operational controls to achieve our agreed client outcomes.
Additionally, the Director is responsible for implementing and managing to a defined risk framework, including interaction with Internal Audit, and ensuring compliance with relevant legislation and regulations. The role encompasses key business services provided by FNZ to its clients and their customers, requiring the delivery of services according to contractual terms, the maintenance of operational controls and robust control frameworks to mitigate financial crime and fraud, and effective execution of the business continuity plan.
The responsibilities will include:
Super & IDPS Administration: Responsibility for FNZ Australia outsourced client administration servicing functions that it provides to all its customers, which includes Superannuation Administration requirements relevant to various RSE agreements, and IDPS Administration requirements relevant to various Client/Operator agreements.
Fund Accounting: Responsibility for provision of Fund Accounting requirements with delivery of these services at least in line with contractual customer KPIs.
Tax services: Responsibility for oversight and provision of relevant Tax Settings and requirements of Australian services linked to agreed contractual arrangements of Australian requirements.
Admin Transformation: Responsibility for delivery of transformation of the Australian Administration service model to increase scalability and financial effectiveness of the Australian Service delivery.
Business Continuity: Responsible for the effective execution of the Business Continuity Plan to minimise disruption and adverse impact for Australian customers, employees and offices.
Financial performance: Work with the APAC COO and APAC CFO to define annual budget, managing the cost structure within budget.
Strategy: Define and agree (with APAC COO) a strategic plan for relevant functions through annual and semi‐annual strategic planning process.
Leadership & collaboration: Provide strong leadership within the COO function to promote and obtain collective buy‐in to service excellence, risk management and controls.
Customer Interface: Actively engage and build relationships with all customers and take ownership with customers for FNZ’s service delivery (across all three elements).
Operating Risk and Monitoring: Own the operating risk model that identify and quantifies key operating risks;
Change Governance: Gatekeeper responsibility for change releases to ensure they are fit for purpose and that appropriate due diligence has been carried out prior to launch.
What are we ideally looking for in a successful candidate?
Have a high level of understanding of Australian Wealth Industry regulatory principles and rules.
An in-depth experience of working with mid to large Superannuation & IDPS/Wealth managers, life insurers, asset managers and Advice organisations.
Strong communication, with the demonstratable ability to convince and influence stakeholders.
Knowledge / content orientation with a strong ability to conceptualize solution proposals, positioning and convincing business cases.
Experience in sponsoring or leading Technology change and transformation projects.
Experience in developing processes and target operating models in FS.
Self-motivated, ability to work independently and hands-on.
Evidence of successfully managing financial plans and a P&L.
Experience in building, developing and managing teams.
Why should you join us?
We offer a competitive salary, financial reward high performance and global career opportunities in the UK, Canada, Czech Republic, Australia, New Zealand or China.
As part of our team, you'll enjoy generous employee benefits, including 20 days annual leave plus an extra 6 paid days after 12 months, full health and life insurance coverage, volunteer leave, and 26 weeks of Company Paid Parental Leave. Plus, refer a friend and receive a generous bonus. And so much more!
Join us and make a difference. Be part of a team that's changing the world.
About FNZ
FNZ was founded with a mission to use cutting edge technology to open up wealth – for end investors and business partners.
That means making wealth management more accessible and personalized for all people, not just high net worth. We believe everyone can create a better life by saving, investing, and managing their money well.
FNZ has created wealth’s growth platform – a global, end-to-end wealth management platform. We have merged a modern adviser and end investor experience with sophisticated investment administration and business operations. The platform includes app integrations, providing access to third-party, FNZ-delivered, or customer proprietary solutions.
If this role appeals to you, please apply by 9th June 2023.
- Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
