At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members. We are dedicated to building a high-performance environment underpinned by a strong risk culture, ensuring we deliver the best outcomes for our members.
An exciting permanent opportunity has become available for a Manager, Advice Implementation to join our Comprehensive Advice team in Melbourne. This hands-on delivery and people leadership role is responsible for completing advice implementation cases and leading a team of Advice Implementation Consultants.
Your New Role
You will ensure comprehensive advice strategies are executed accurately, efficiently and compliantly for AustralianSuper-employed financial planners. You will manage implementation cases, lead day-to-day team performance, prioritise workflow, support service delivery reporting and maintain operational controls.
Partnering with advisers, members and internal teams, you will resolve implementation matters, embed continuous improvement initiatives and strengthen advice delivery processes to support high-quality advice outcomes and an improved member experience.
Key duties include but are not limited to;
- Manage and complete advice implementation cases while leading the team’s day-to-day performance, capacity, priorities and capability.
- Complete and oversee advice recommendations, including investment transactions, new account applications, superannuation rollovers and contributions.
- Apply quality and compliance controls to case work and maintain oversight of team implementation activity.
- Monitor implementation volumes, workflow, service levels, quality outcomes, risks and emerging trends.
- Identify and embed improvements to advice delivery processes, workflows, systems and controls.
- Partner with advisers, members, administration teams, product providers and internal stakeholders to resolve implementation matters.
- Identify and resolve issues, escalating operational risks and complex matters promptly.
- Provide guidance, coaching and onboarding support to strengthen team capability and consistent ways of working.
What You’ll Need
- At least five years’ experience in a financial advice environment, including at least three years in a senior client services role or equivalent.
- A business-related degree or equivalent.
- Strong attention to detail and effective problem-solving skills.
- Well-developed organisational and time-management skills, with the ability to work independently and manage competing priorities.
- Clear and effective written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Word, SharePoint and Excel.
- Demonstrated leadership experience, ideally within a superannuation environment.
- Experience using Xplan and an RG146 qualification, or the ability to attain RG146 quickly and provide evidence of ongoing continuing professional development, will be highly regarded.
Life at AustralianSuper
AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you.
We cultivate a workplace that champions safety, respect, inclusiveness and diversity. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. If you require any reasonable adjustments to the recruitment process or the role, please let our recruitment team know.
What’s Next
Apply now, if you share our values of Energy, Integrity, Generosity of Spirit and Excellent Outcomes and would like the opportunity to work in a challenging, growing and rapidly evolving team to deliver outstanding results.
AustralianSuper uses AI to review resumes and conduct initial phone interviews. This involves processing your resume, cover letter, and voice recording in Australia and the USA to help assess your suitability for the applied role. When invited to an AI phone screening, you may opt for a traditional phone screening instead. For information on how we handle your personal data, please refer to our Candidate Privacy Policy:
https://www.australiansuper.com/careers/candidate-privacy-notice
Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you.
Skills Required
- At least five years of experience in a financial advice environment, including at least three years in a senior client services role or equivalent.
- Business-related degree or equivalent.
- Strong attention to detail and effective problem-solving skills.
- Well-developed organisational and time-management skills, with the ability to work independently and manage competing priorities.
- Clear and effective written and verbal communication skills.
- Proficiency in Microsoft Office, particularly Word, SharePoint and Excel.
- Demonstrated leadership experience, ideally within a superannuation environment.
- Experience using Xplan.
- RG146 qualification, or the ability to attain RG146 quickly and provide evidence of ongoing continuing professional development.
What We Do
AustralianSuper is for everyday Australians and businesses; we help invest members’ money to create the best possible retirement outcomes for members. More than 3 million members and 440,000 businesses trust us to invest more than AU$270 billion on their behalf. One in 8 working Australians are a member of AustralianSuper, the nation’s largest superannuation fund. Our size has given us the ability to leverage significant investment opportunities for long term performance and low fees that are passed on to our members. With services and advice that simplify super for business including a free clearing house, secure online transactions, dedicated relationship managers, education and help. It’s easy to see why we’ve been a top performing fund. ----------------------------------------------------------------------------------------- AustralianSuper is not responsible for other user's comments. We reserve the right to delete any comments that are not in line with our community standards. By participating in the AustralianSuper’s LinkedIn community, you agree to adhere to our House Rules: ausup.me/HouseRules ______________________________________________________________________________________ Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. Reference to any awards and ratings are only one factor to be taken into account when choosing a super fund. The information posted by AustralianSuper may be general financial advice which doesn’t take into account your personal objectives, situation or needs. Before making a decision about AustralianSuper, you should think about your financial requirements and refer to the relevant Product Disclosure Statement, available at australiansuper.com/pds or by calling 1300 300 273. AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898.
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