Address- Join our Member Office in advocating for the best interests of our members
- Newly created role focussing on the delivery of quality member outcomes
- Permanent full-time opportunity (Location agnostic)
The Role
Reporting to the Head of Member Office, Member Engagment, you will support the Member Office in meeting the RSEL Boards’ Regulatory responsibilities and expectations.
You will lead the strategic business planning sessions that are focused on the delivery of quality member outcomes as well as provide oversight and challenge activities relating to the provision of advice, including general, intrafund, personal/comprehensive advice and adviser engagement activities.
Key Responsibilities:
- Provide oversight and challenge the annual business planning process including the RSEL business plans, Business Performance reviews and Legislated Outcomes Assessments.
- Assisting the RSEL Boards to fulfil their prudential requirements including, but not limited to, the following Prudential Standards SPS 220, SPS521 and SPS 515.
- Provide coaching and support to other members of the team
- Manage the relationship with Corporate Affairs & Marketing.
- Build solid working relationship with relevant functional areas and promote the Member Office.
- Monitor competitor activity and industry trends to inform strategic planning and appropriate benchmarking.
- Possess a strong understanding of the products and services provided to members.
- Stay up to date with industry initiatives, reforms, and regulations to provide independent strategic and technical advice to RSEL Directors, including monitoring and assessing the impact of regulatory/business change on the superannuation business.
- Provide advice to Service Providers on the RSELs’ expectations, and aide Service Providers in effectively delivering high quality reports and information to the RSEL Boards.
- Advocate the fiduciary role of the RSELs inside Insignia, acting in the interest of members and being an independent advocate for the RSEL Directors in the management and identification of conflicts of interest.
- Collate and support the preparation and review of relevant board and board committee papers and provide appropriate recommendations as per Member Office remit and take all reasonable steps to ensure that reporting provided to the RSEL Boards’ complies with all obligations under relevant laws and prudential and regulatory requirements.
- Create an environment which fosters open dialogue and challenge with the Member Office and Service Providers.
- Build effective relationships with external stakeholders, professional bodies and all levels of management fostering trust and expanding the knowledge and importance of the superannuation business within Insignia.
- Maintain strong relationships with Directors / Committee members in order to facilitate a strong collaborative working environment.
- Foster a deep understanding of members and their needs within the Member Office
To be successful in this role you will possess:
- Extensive experience in financial services/ superannuation/ wealth industry.
- Extensive experience in strategy and business planning
- Strong stakeholder management and influencing skills
- Ability to plan, lead and execute activity across teams
- Deep technical skills to manage diverse executive and senior management stakeholders across all Registrable Superannuation Entity License activities. In particular, possess a thorough understanding of product / service complexities and the associated risks posed by these complexities.
- Demonstrated ability to coach and mentor others and foster a positive team environment
- Significant wealth product knowledge.
- High level awareness of superannuation law, including SIS Act, Corporations, APRA and ASIC prudential standards and guidance (as relevant), and the superannuation regulatory environment.
- Community Standards and Expectations.
- Strong executive communication, presentation and influencing skills.
- Innovative and independent thinking.
- Strong program management skills and commercial acumen.
- Ability to navigate environments undergoing significant change.
- Commitment to foster an environment that promotes ethics & diversity.
- Strong relationship building and negotiation skills & stakeholder engagement
- Commitment to excellence and continuous improvement.
- Values-driven with exemplary behaviours.
- Conflicts of interest management.
Benefits
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).
To Apply
Please submit your resume with a covering letter by clicking on “Apply Now.”
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.
At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.
