Senior Manager, Advice and EFA Marketing

Posted 11 Days Ago
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Melbourne, Victoria, AUS
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Lead marketing strategy for Advice, Education and External Financial Adviser channels, develop integrated engagement strategies to build financial literacy and advice pathway progression, partner with senior stakeholders to align activity with commercial and regulatory objectives, use data and segmentation to drive engagement and conversion, lead adviser/intermediary marketing initiatives, and manage a small team to deliver prioritized, high-quality outcomes.
Summary Generated by Built In

About Us

We’re here to deliver great retirement outcomes for our members. With a strong heritage in the university sector and a clear ambition to be the best place to work in superannuation, we bring our values to life through genuine care, being better together and a passion for outcomes

This is a unique opportunity to shape how members engage across UniSuper’s advice ecosystem, influencing outcomes from education and guidance through to comprehensive advice and external adviser partnerships.

The role

Reporting to the Head of Marketing, you will lead marketing strategy and business partnering across Advice, Education and External Financial Adviser channels. You’ll act as the primary strategic marketing partner to the Advice Leadership Team, connecting enterprise priorities, member needs and advice outcomes. Furthernore, you will:

  • Own the marketing strategy across Member Education, Select Advice, Private Wealth Management, digital advice and external financial adviser channels. 

  • Develop integrated engagement strategies that build financial literacy, member confidence and progression through advice pathways. 

  • Partner with senior stakeholders to align marketing activity with commercial objectives, member outcomes and regulatory requirements. ]

  • Lead adviser and intermediary marketing initiatives that strengthen engagement, advocacy and market positioning. 

  • Use insight, segmentation and performance data to improve engagement, conversion, retention and pathway effectiveness. 

  • Lead and develop a small team while driving prioritisation, capability and delivery excellence. 

 

About you

You are an experienced marketing leader with deep expertise in financial advice, wealth management, retirement, superannuation and/or adviser marketing. You bring strong commercial acumen, stakeholder influence and the ability to deliver strategic outcomes in a regulated environment. In addition, you will have:

  • Significant experience across financial advice, retirement, wealth management, superannuation or adviser marketing. 

  • Strong understanding of advice operating models, member pathways and adviser distribution channels.

  • Proven capability delivering strategic marketing initiatives with measurable commercial, member and growth outcomes. 

  • Experience partnering with senior leaders and influencing across complex stakeholder groups. 

  • Strong analytical capability with a focus on data-informed decision making.

  • Ability to balance growth objectives, member outcomes and governance requirements. 

 

What We Offer

UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include: 

  • 17% superannuation contribution

  • $1,500 annual development funding 

  • 20 weeks paid parental leave 

  • Additional paid leave benefits

 

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements. 

Skills Required

  • Significant experience in financial advice, wealth management, retirement, superannuation or adviser marketing
  • Strong understanding of advice operating models, member pathways and adviser distribution channels
  • Proven capability delivering strategic marketing initiatives with measurable commercial, member and growth outcomes
  • Experience partnering with senior leaders and influencing across complex stakeholder groups
  • Strong analytical capability with a focus on data-informed decision making
  • Ability to balance growth objectives, member outcomes and governance/regulatory requirements
  • Experience leading and developing a small team, driving prioritisation and delivery excellence
  • Commitment to spend approximately 60% of time working in the office
  • Strong commercial acumen and stakeholder influence to deliver strategic outcomes in a regulated environment
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The Company
HQ: Melbourne, VIC
1,142 Employees
Year Founded: 2000

What We Do

UniSuper is the super fund for Australia’s thinkers, creators and investigators shaping a better tomorrow. We’ve grown to be one of Australia’s largest super funds with more than 634,000 members and $130 billion in funds under management.

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