Integrated Planner

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 – Sydney CBD NSW

Take hold of a monster opportunity and join Australian Retirement Trust as our Integrated Planner. You'll play a pivotal role driving enterprise-wide transformation by leading structured planning, aligning initiatives, and enabling informed decision-making across complex portfolios.

We're all about helping our members make the most of their money. And while they go after their goals, you can too. As a Integrated Planner, you'll sit at the heart of our Enterprise Transformation Management Office, driving portfolio planning, integration and decision enablement across major transformation initiatives.

You'll lead structured planning cycles across financial year and quarterly horizons, ensuring initiatives are aligned, achievable and sequenced effectively. Working closely with senior stakeholders across business and technology, you'll facilitate alignment, navigate complexity and shape decisions that deliver meaningful outcomes.

You'll also bring a strong analytical mindset, using scenario modelling and structured thinking to evaluate trade-offs, test assumptions and inform strategic direction. From big room planning to governance stage gates, you'll play a key role in bringing people together and moving priorities forward with clarity and confidence.

This role is a permanent opportunity and is based in Brisbane and Sydney.

Responsibilities
Day to day, you'll:

• 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.

Qualifications
It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

• You bring experience in portfolio, program or enterprise‑level planning within a transformation environment.
• Your facilitation skills enable you to lead large, cross‑functional planning sessions with confidence.
• You'll influence stakeholders effectively and drive outcomes without formal authority.
• You're skilled in structured thinking, developing scenarios, options and trade‑offs.
• You have strong organisational skills, managing multiple priorities and complex initiatives.
• Your commercial acumen allows you to assess achievability, constraints and delivery risks.
• You'll communicate clearly, producing structured and decision‑oriented materials.
• You're experienced working within governance or stage gate frameworks.

About us
Our 2.4 million members trust us to take care of over $375 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust. Applications close 11th October 2026.

We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up‑front is important to us - and recruitment is no different.

Why join us
Bring your potential to Australian Retirement Trust and unleash our monster possibilities:

• You'll get 14% super as standard, to help your future come alive.
• Build a career to be proud of through excellent training and development opportunities.
• Balance your work between in‑person days at our purpose‑built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi‑faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

We use technology, including artificial intelligence (AI), to support parts of our recruitment process - such as reviewing applications, supporting screening interviews, reference checking, and matching skills to roles. All final hiring decisions are made by people. By applying, you agree to the use of these technologies as part of the recruitment process.

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