Program Director | Volume & International Recruitment | Banking & Financial Services Talent Acquisition | Strategic Workforce Leader
We are seeking a Business Systems & Process Lead to join a growing financial services organisation. This role is pivotal in driving digital capabilities and ensuring the technology environment supports both efficiency and client excellence. You’ll lead the optimisation of core platforms such as Xplan and Microsoft 365, manage key vendor relationships, and identify opportunities in automation and AI to future-proof operations.
This is a hands-on role that combines systems management, project delivery, and process improvement, while also partnering with stakeholders across the business to embed change successfully.
Key Responsibilities
- Manage the selection, integration, and optimisation of business-critical platforms including Xplan and Microsoft 365.
- Oversee vendor relationships and ensure secure, cost-effective delivery of IT services.
- Lead technology change initiatives — from planning and design through to execution and adoption.
- Deliver projects on time and within budget, ensuring measurable improvements to business processes.
- Identify inefficiencies, conduct root cause analysis, and implement solutions to improve scalability, reliability, and client experience.
- Establish and maintain IT governance practices, policies, and compliance standards.
About You
- 5+ years’ experience in business systems, process improvement, or digital transformation, ideally within financial services or another regulated industry.
- Strong track record managing platforms such as Xplan, Microsoft 365, SharePoint, or Power BI.
- Proven ability to deliver successful projects, engage stakeholders, and drive change adoption.
- Hands-on technical skills combined with solid problem-solving and analytical capability.
- Familiarity with AI, automation, cloud platforms, and data security frameworks.
- Excellent communication skills with the ability to influence and build buy-in across teams.
Why Join
This is a unique opportunity to join a values-driven organisation that embraces innovation, integrity, and excellence. You’ll play a key role in shaping how technology is leveraged to deliver a better client experience and ensure the business is prepared for the future.
Seniority level : Mid-Senior level
Employment type : Full-time
Job function : Strategy/Planning, Information Technology, and Project Management
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📌 Business Systems & Process Lead
🏢 Thomas Frost Executive
📍 Melbourne