Head Of Advice Technology Strategy
Vor 6 Tagen
Head of Advice Technology Strategy Join to apply for the Head of Advice Technology Strategy role at Shadforth Financial Group Ltd. 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. 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. As Head of Advice Technology Strategy, you'll define and drive the vision for a fit-for-purpose ecosystem that enables advice efficiency, scalability, and growth. You'll look across the end-to-end advice journey, from adviser tools and client platforms to back-office systems, and design a roadmap that brings it all together. You'll partner closely with senior executives and business leaders to translate strategy into action, guiding the design of solutions that deliver measurable business outcomes. This means leveraging modern technology, data, and AI to reduce complexity, automate processes, and unlock adviser capacity, all while enhancing the client experience. This is a role for a hands‑on strategic leader who thrives in ambiguity, connects the dots across business lines, and knows how to turn ideas into execution. You'll lead and develop a team of product owners and business analysts, fostering a high‑performance culture built on collaboration, innovation, and delivery. What You’ll Do 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 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. 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. Seniority level Executive Employment type Full‑time Job function Information Technology #J-18808-Ljbffr
-
Head of Advice Technology Strategy
vor 2 Wochen
Council of the City of Sydney, Österreich Shadforth Financial Group Ltd VollzeitHead of Advice Technology Strategy Join to apply for the Head of Advice Technology Strategy role at Shadforth Financial Group Ltd 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...
-
Head of Advice Technology Strategy
vor 1 Woche
City of Hobart, Österreich Shadforth Financial Group Ltd VollzeitHead of Advice Technology Strategy – Shadforth Financial Group Ltd Join to apply for the Head of Advice Technology Strategy role at Shadforth Financial Group Ltd and help build a smarter, simpler, and more connected advice ecosystem that redefines how advisers and clients experience financial advice. What You’ll Do Define and deliver the Advice...
-
Head of Advice Technology Strategy
vor 1 Woche
City of Melbourne, Österreich Shadforth Financial Group Ltd VollzeitJoin to apply for the Head of Advice Technology Strategy role at Shadforth Financial Group Ltd . We’re building a smarter, simpler, and more connected advice ecosystem that redefines how advisers and clients experience financial advice. As Head of Advice Technology Strategy, you’ll define, drive and execute the vision for a fit‑for‑purpose ecosystem...
-
Head of Advice Technology Strategy
vor 1 Woche
City of Hobart, Österreich Shadforth Financial Group Ltd VollzeitA leading financial services company in Hobart is seeking a Head of Advice Technology Strategy to define and deliver their Advice Technology Strategy. The role involves engaging with executives, shaping the advice continuum, and building a high-performing team. The ideal candidate will have proven leadership in strategy and a deep understanding of compliance...
-
Head of Advice Technology Strategy
Vor 6 Tagen
Council of the City of Sydney, Österreich Insignia Financial VollzeitThe 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...
-
Head of Advice Technology Strategy
Vor 4 Tagen
City of Hobart, Österreich Shadforth Financial Group Ltd VollzeitOverview 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 The...
-
AI-Driven Advice Technology Strategy Lead
vor 2 Wochen
Council of the City of Sydney, Österreich Shadforth Financial Group Ltd VollzeitA leading financial services firm in New South Wales is seeking a Head of Advice Technology Strategy to drive efficiency and innovation in financial advice delivery. The role requires proven leadership in strategy and transformation within financial services. Candidates should have a customer-first mindset and hands-on experience with modern technologies....
-
Head of AI-Driven Advice Technology Strategy
Vor 6 Tagen
Council of the City of Sydney, Österreich Insignia Financial VollzeitA leading financial services provider in Australia is seeking a technology strategy leader to drive innovation in advice technology. In this role, you will shape a modern connected ecosystem that leverages data and AI to improve client experiences. The ideal candidate will bring a track record in strategic leadership within financial advising and a hands-on...
-
Head of AI-Driven Advice Technology Strategy
Vor 2 Tagen
City of Hobart, Österreich Insignia Financial VollzeitA leading financial services firm in Australia is looking for an experienced professional to take the reins of a new advice technology strategy. The successful candidate will lead the strategic design and execution of a next-generation advice ecosystem, integrating data and AI for improved client experiences. Ideal applicants will have proven leadership in...
-
Chief Advice Tech Strategy Architect
Vor 6 Tagen
Council of the City of Sydney, Österreich Shadforth Financial Group Ltd VollzeitA leading financial services firm in New South Wales is seeking a Head of Advice Technology Strategy. This role involves leading the design of a next-generation advice technology ecosystem to enhance efficiency and client experiences. The ideal candidate will have proven leadership in financial advice strategy, hands-on experience with modern technologies,...