Technology Project Manager - Advice

Desda Group; Melbourne; Presencial; AUD 150 000 - 190 000; Tempo integral

Resumo da oferta

Desda Group is seeking a Lead Technical PM to drive CRM and integration delivery for the advice offer of a top Australian super fund. Melbourne or Sydney.

You will plan, deliver and govern advisory technology projects from business case to BAU, coordinating CRM implementations and integrations while managing vendors and stakeholders. Ideal candidates have delivery experience in the advice sector, with platforms such as Xplan or AdviceOS, strong planning, and a resilient, analytical approach to

Qualificações

• Experience delivering CRM and integration projects in the financial/advice sector.
• Ability to coordinate vendors, architects and developers to milestones.
• Delivery track record in advice platforms such as Xplan or AdviceOS.

Responsabilidades

• Plan and deliver advice technology projects from business case to BAU
• Lead CRM implementations and the integrations around them
• Manage vendors, architects and developers to clear milestones
• Own scope, budget, RAID and steering committee reporting
• Get advisers and frontline teams ready for go-live

Conhecimentos

CRM project management

CRM integrations

Vendor management

Stakeholder reporting

Xplan/AdviceOS

Ferramentas

Xplan

AdviceOS

Descrição da oferta de emprego

Lead CRM and integration delivery for the advice offer of a top super fund. Technical PM with advice platform experience. Melbourne or Sydney.

Our client is one of Australia’s largest super funds. They need a technical PM to deliver the systems behind their advice offer.

You’ll lead CRM and integration projects that connect advice platforms, CRM and member administration. The work is high stakes with real deadlines. Advice reform is changing the rules as you go.

What you’ll do

• Plan and deliver advice technology projects from business case to BAU
• Lead CRM implementations and the integrations around them
• Manage vendors, architects and developers to clear milestones
• Own scope, budget, RAID and steering committee reporting
• Get advisers and frontline teams ready for go-live

What you’ll bring

• Technical project management across CRM systems and integration work
• Delivery experience in the advice sector, ideally with platforms such as Xplan or AdviceOS
• Strong planning that holds up under scrutiny
• A delivery record your references will back
• Resilience and a logical approach to problems. You stay with it when things get hard.

Nice to have

Experience at a profit-to-member fund, exposure to retirement income, and PMP or PRINCE2.