Senior Manager, Member Delivery

Insignia Financial Ltd; Sydney; On-site; AUD 180,000 - 260,000; Full time

Job summary

IOOF Holdings Limited is seeking an experienced financial services professional for the Member Office to provide strategic and technically informed governance advice to Trustee Boards and senior leaders. This highly influential role intersects superannuation, investments, product, advice and governance, requiring independent judgement and deep industry expertise to deliver sustainable member outcomes.

You will review proposals through fiduciary and regulatory lenses, oversee investment

Qualifications

• 10+ years’ relevant experience across superannuation, wealth, platforms, investments, financial advice, Trustee governance, regulation or professional services.

Responsibilities

• Provide strategic and technical advice to Trustee Boards, Committees and senior leaders on investment, product and advice governance.
• Review significant proposals and Board papers through a member, fiduciary, regulatory, risk and governance lens.
• Provide oversight and constructive challenge across investment governance, including investment menus, performance, risk, liquidity, valuation and due diligence.
• Support Trustee oversight of superannuation product initiatives, including successor fund transfers and broader strategic change.
• Review advice governance arrangements, including advice fee oversight, assurance, monitoring and escalation frameworks.
• Assess service provider performance, capability, controls, conflicts and delivery against Trustee expectations.
• Translate regulatory and prudential developments into clear, practical advice and oversight priorities.
• Lead and contribute to strategic Member Office initiatives focused on members’ best financial interests, fairness and sustainable member outcomes.
• Use approved AI and digital tools to enhance research, analysis, monitoring and the effectiveness of Member Office practices.

Skills

Investment governance

Board governance

Regulatory frameworks

Strategic advisory

AI/digital literacy

Stakeholder engagement

Job description

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Shape Trustee strategy. Influence governance. Advocate for better member outcomes.

We’re looking for an experienced financial services professional to join our Member Office, providing strategic and technically informed advice to our Trustee Boards, Board Committees and senior leaders.

This is a highly influential role sitting at the intersection of superannuation, investments, product, advice and governance. You’ll bring independent judgement and deep industry expertise to help ensure key decisions, initiatives and frameworks deliver sustainable outcomes for members across our Master Trust and Wrap businesses.

What you’ll do

• Provide strategic and technical advice to Trustee Boards, Committees and senior leaders on investment, product and advice governance.
• Review significant proposals and Board papers through a member, fiduciary, regulatory, risk and governance lens.
• Provide oversight and constructive challenge across investment governance, including investment menus, performance, risk, liquidity, valuation and due diligence.
• Support Trustee oversight of superannuation product initiatives, including successor fund transfers and broader strategic change.
• Review advice governance arrangements, including advice fee oversight, assurance, monitoring and escalation frameworks.
• Assess service provider performance, capability, controls, conflicts and delivery against Trustee expectations.
• Translate regulatory and prudential developments into clear, practical advice and oversight priorities.
• Lead and contribute to strategic Member Office initiatives focused on members’ best financial interests, fairness and sustainable member outcomes.
• Use approved AI and digital tools to enhance research, analysis, monitoring and the effectiveness of Member Office practices.

What you’ll bring

• 10+ years’ relevant experience across superannuation, wealth, platforms, investments, financial advice, Trustee governance, regulation or professional services.
• Deep expertise in investment and/or advice governance, with a strong understanding of the Australian superannuation environment.
• Strong knowledge of relevant regulatory frameworks, including the SIS Act, Corporations Act and APRA and ASIC requirements.
• The confidence and credibility to engage with and constructively challenge Boards, Committees, executives and senior stakeholders.
• Strong commercial judgement, technical capability and an ability to navigate complexity and ambiguity.
• An independent, curious mindset with a genuine commitment to acting in members’ best financial interests.
• Strong influencing, relationship-building and problem-solving capability.
• AI and digital literacy, with the ability to critically assess opportunities, limitations and governance risks.

Why this role?

This is an opportunity to have an empowered voice in how Trustee decisions are made and how member interests are represented. You’ll work across some of the most important strategic, regulatory and governance matters affecting our superannuation businesses, with the opportunity to influence outcomes at Board and executive level.

If you bring deep industry expertise, strong judgement and the confidence to respectfully challenge the status quo, we’d love to hear from you.

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.