Hybrid Portfolio Planner - Transformation & Strategy

Australian Retirement Trust; Sydney; On-site; AUD 120,000 - 150,000; Full time

Benefits offered by this job

14% super

Training & development

Hybrid work model

Office facilities

Job summary

Australian Retirement Trust in Sydney CBD NSW is seeking an Integrated Planner to drive enterprise-wide transformation, leading portfolio planning and integration across major initiatives. You will engage senior stakeholders, model scenarios, and ensure sequencing delivers clear decisions and value.

This permanent role sits at the heart of our transformation program, across Brisbane and Sydney. You will coordinate end-to-end planning cycles, align priorities, and produce decision-ready materials

Qualifications

• Experience in portfolio, program or enterprise-level planning within a transformation environment.
• Facilitation skills to lead large, cross-functional planning sessions.
• Influence stakeholders effectively and drive outcomes without formal authority.
• Structured thinking, developing scenarios, options and trade-offs.
• Strong organisational skills, managing multiple priorities and complex initiatives.
• Commercial acumen to assess achievability, constraints and delivery risks.
• Clear, decision-oriented materials and stakeholder communications.
• Experience working within governance or stage gate frameworks.

Responsibilities

• Lead financial year and quarterly portfolio planning cycles, assessing capacity and capability across initiatives.
• Facilitate big room planning sessions to align stakeholders, priorities and dependencies.
• Maintain integrated portfolio plans, including sequencing, constraints and interdependencies.
• Structure prioritisation options and trade-offs to support governance decision‑making.
• Orchestrate monthly stage gate processes and enable informed decisions across initiatives.
• Perform scenario analysis and modelling to inform sequencing and change decisions.
• Develop clear, decision‑ready materials and support senior stakeholders with portfolio messaging.
• Drive cross‑functional alignment to ensure initiatives are achievable and strategically aligned.

Skills

Portfolio planning

Facilitation

Structured thinking

Stakeholder management

Governance

Scenario analysis

Decision support

Cross-functional alignment

Job description

Australian Retirement Trust in Sydney CBD NSW is seeking an Integrated Planner to drive enterprise-wide transformation, leading portfolio planning and integration across major initiatives. You will engage senior stakeholders, model scenarios, and ensure sequencing delivers clear decisions and value.

This permanent role sits at the heart of our transformation program, across Brisbane and Sydney. You will coordinate end-to-end planning cycles, align priorities, and produce decision-ready materials