Senior Manager, Member Delivery & Governance

Insignia Financial; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

Insignia Financial is seeking an experienced financial services professional to join our Member Office in Sydney, providing strategic and technically informed advice to Trustee Boards, Committees and senior leaders.

This pivotal role sits at the intersection of superannuation, investments, product, advice and governance, delivering sustainable outcomes for members across our Master Trust and Wrap businesses.

Qualifications

• 10+ years’ experience across superannuation, wealth, platforms, investments, financial advice, Trustee governance, regulation or professional services.
• Deep expertise in investment and/or advice governance.
• Strong knowledge of SIS Act, Corporations Act, APRA and ASIC requirements.
• Ability to engage with Boards, committees, executives and senior stakeholders.
• Independent, curious mindset with focus on members’ best financial interests.

Responsibilities

• Provide strategic and technical advice to Trustee Boards and senior leaders on investment, product and advice governance.
• Review major proposals and Board papers through fiduciary, regulatory, risk and governance lenses.
• Oversee investment governance including menus, performance, risk, liquidity and due diligence.
• Support Trustee oversight of superannuation product initiatives and regulatory changes.
• Assess and challenge service provider performance against Trustee expectations.
• Translate regulatory developments into practical advice and priorities.
• Lead Member Office initiatives focused on members’ best financial interests.
• Utilize AI and digital tools to enhance research, analysis and governance practices.

Skills

Strategic advisory

Trustee governance

Stakeholder engagement

Regulatory literacy

AI & digital literacy

Job description

Insignia Financial is seeking an experienced financial services professional to join our Member Office in Sydney, providing strategic and technically informed advice to Trustee Boards, Committees and senior leaders.

This pivotal role sits at the intersection of superannuation, investments, product, advice and governance, delivering sustainable outcomes for members across our Master Trust and Wrap businesses.