The opportunity to join our team
You know leading financial services and advice businesses MLC, Shadforth, and Bridges right? That's us And right now, we're building something new: a smarter, simpler, and more connected advice ecosystem that redefines how advisers and clients experience financial advice.
This is your opportunity to take the reins of a new advice technology strategy, with executive sponsorship, clear ambition, and the freedom to challenge legacy thinking.
What you'll do
Here's where you'll make an impact and shape the future of advice at scale:
Lead the strategic design of a next-generation advice technology ecosystem
Shape and execute a bold, connected vision that integrates advice, data, and AI to unlock scale, efficiency, and exceptional client experiences.
Drive change at the highest level, with full executive sponsorship and the mandate to challenge legacy systems and thinking.
Define and deliver the Advice Technology Strategy, ensuring it drives efficiency, scalability, and measurable outcomes.
Engage deeply with executives and stakeholders to align technology direction to business priorities.
Shape the "continuum of advice" across digital, intrafund, and comprehensive channels, using data and AI to connect experiences across a client's lifetime.
Develop frameworks, roadmaps, and business cases that translate strategic goals into delivery outcomes.
Partner across the enterprise with Advice Enablement, Technology, Architecture, CX, and Product teams to ensure alignment and adoption.
Champion a culture of modernisation, straight-through processing, and seamless advice implementation.
Build and inspire a high-performing team of product owners and BAs focused on execution and impact.
What You Bring to This Role
To be successful, you'll combine deep industry knowledge with a modern, delivery-focused mindset:
Proven leadership in strategy, transformation, or delivery within financial advice, superannuation, or wealth management.
Hands-on experience implementing modern technologies that drive advice efficiency and scale.
Deep understanding of advice processes, compliance, and regulatory frameworks.
Experience developing and executing AI-led strategies for transformational change.
Strong stakeholder and executive engagement skills, with the ability to influence, simplify, and deliver at pace.
Strategic and commercial acumen, coupled with a customer-first mindset.
A start‑up mentality within an enterprise setting: pragmatic, collaborative, and outcome-driven.
Find the better way
What gets us excited about working here? Helping people feel good about their money as one of Australia's leading financial wellbeing organisations.
From those starting out to those retiring.
As your team, we'll show up for you and together we will create financial wellbeing for every Australian.
Because we know people who are confident about their financial future live better lives.
People-inspired tech
Deep expertise combined with creativity can take on the trickiest of problems.
Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
To Apply
Read more here about why you should join our team.
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.
We acknowledge and celebrate the richness that individual differences bring to our team.
If you need assistance or an adjustment during the application process, please reach out and let us know.
#J-18808-Ljbffr