Job Description
Product, Advice and Strategy Consultant - Wealth Management
$200k - $220k plus super
- Combine your consulting, advice and project management skills in a global fintech
- Lead the implementation of cutting edge digital solutions
- Drive solutions to market that solve customer needs
Throughout our careers, we rarely follow a linear path, and some of the most rewarding roles are ones where we have the opportunity to combine the skills and expertise we have developed across multiple functions. This is one such role.
Poised for growth, this global fintech prides itself on solving customer needs by delivering tailored, cutting edge digital solutions to market.
About the Role
You'll derive enormous satisfaction from configuring, integrating and delivering propositions to market and shaping the internal product development roadmap. This is an opportunity for an advice proposition/implementation expert to apply their traditional skills and knowledge while trying something new. Leading a global team and working in partnership with prospects, customers and internal teams you'll:
- Lead the implementation of digital solutions for clients, ensuring customer needs and industry standards are met.
- Define and agree the digital roadmap off the back of focussed workshops, discussions and advice on best practice.
- Establish appropriate standards for digital journeys.
- Ensure stakeholders and the leadership team are kept abreast of progress, milestones and risks.
- Support continuous improvement activities.
- Ensure solutions can be configured according to any new/anticipated regulatory changes.
About You
Drawing from a broad and varied background ideally spanning financial advice, digital program implementation, consulting and project management, you'll demonstrate your:
- Expertise across investment, insurance and retirement products.
- Hands on financial planning/advice experience coupled with a deep understanding of advice rules and adviser behaviours.
- Strong working knowledge of financial services technology platforms.
- Experience leading digital transformation programs.
- Project delivery expertise across large scale financial services institutions.
- Flair for leading, motivating and coaching teams.
- A passion for delivering customer centric results.
Keen to find out more? Apply online or call Michelle Rubinstein on 0413 463 043 for a confidential discussion.