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Head of advice (sydney)

Sydney
Marsh Insurance
Posted: 6 June
Offer description

Overview

We are seeking a talented individual to join our Mercer Super team as Head of Advice. The role will be based in Sydney and is hybrid, requiring at least three days a week in the office.

Responsibilities

* Lead the development and annual review of the advice strategy aligned with Mercer Super's strategy
* Oversee and optimise intrafund advice provision and adviser service experience
* Drive initiatives to support member confidence, retention, growth, and better outcomes through advice services
* Manage supplier relationships, service levels, reporting, risks, and controls related to advice functions
* Monitor and manage metrics relating to advice initiatives and advice proposition on member outcomes
* Ensure risk and control frameworks comply with regulations, while optimising the advice service proposition and experience
* Oversee projects and delivery related to advice strategy, including regulatory, product or experience changes
* Represent Mercer Super at external conferences and events to promote the advice proposition and enhance collaboration across the broader Marsh business

Qualifications

* Relevant undergraduate qualification essential; postgraduate and/or professional qualification highly desirable
* RG146 compliance mandatory
* At least 10 years of relevant industry experience, including managing intrafund advice businesses and teams
* Experience managing external financial advisers and licensees, including representation on Approved Product Lists (APLs)
* Strong knowledge of super fund and super fund advice operations, flows, retention, and growth drivers
* Senior stakeholder management experience, including Executive, Board and regulators

What makes you stand out

* Deep domain knowledge of the retail advice market and how advice businesses operate
* Experience in cross-functional project delivery within superannuation involving multiple related parties
* Strong commercial and analytical acumen with strategic thinking and collaborative skills

Why join our team

* We help you be your best through professional development opportunities, interesting work and supportive leaders
* We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
* Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

EEO Statement

Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement. Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

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