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April

Head Of Product Delivery

LAWSON DELANEY JA - Melbourne, VIC

Any Industry
Source: uWorkin

JOB DESCRIPTION

This is a senior managerial role within a well established Australian financial services business. The role will work closely with the Heads of Operations and Distribution and will have specific responsibility for margin and investment lending.

The purpose of the role is to develop and onboard new products and services and to manage the delivery of these products and services to individual clients, wealth advisers and dealer groups.

This is a pivotal role and will work closely with the CEO.

The Role

  • Responsible for the development of new products and services
  • Manage client and adviser services teams
  • Support and educate Advisors and Clients on new products and services
  • Manage the approval process for new applications with specific reference to ensuring regulatory obligations are met
  • Working closely with with other parts of the group on shared marketing and operational initiatives
The Person
  • The right person will have deep experience in Financial Services and may have client services experience
  • Excellent understanding of the Australian financial product landscape including regulatory and legal framework
  • Experience in client facing functions within Financial Services, must have exceptional communication skills
  • Proven people leadership skills
  • Financial Planning, Wealth Management, Stockbroking or Funds Management experience are most relevant
If you are interested please apply via the button below.

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