Strategic Leader for Member Outcomes & Governance

Insignia Financial Ltd; Sydney; Sur place; AUD 180 000 - 260 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Investment governance

Board governance

Regulatory frameworks

Strategic advisory

AI/digital literacy

Stakeholder engagement

Description du poste

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