Advice Strategy & Change Lead

Bank of New Zealand

Auckland

On-site

NZD 120,000 - 160,000

Full time

4 days ago

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Job summary

Bank of New Zealand seeks an experienced Advice Manager to join our Wealth & Advice team in the Auckland CBD. You will shape and transform advice processes, customer journeys and operating models across banking, wealth and insurance products, driving change that improves adviser and customer outcomes.

This role requires 5+ years in financial advice development, strong stakeholder management, and a Level 5 Certificate in Financial Services.

Qualifications

Minimum of 5 years’ experience in financial advice development, advisory support or a similar role.
Proven experience designing and implementing customer-focused advice processes, journeys and operating models.
Strong understanding of New Zealand financial services, financial advice regulation, and wealth/insurance products.
Excellent stakeholder management, influencing and communication skills.
Experience leading or supporting change initiatives across complex environments.
Growth mindset with a passion for improving customer outcomes through creative problem solving.

Responsibilities

Leading advice process design, implementation and continuous improvement initiatives.
Supporting the delivery of advice-related programmes.
Maintaining and enhancing quality assurance frameworks and reporting.
Managing advice knowledge content to ensure it remains accurate, current and compliant.
Identifying opportunities to improve adviser experience, operational efficiency and customer outcomes.
Collaborating with stakeholders across BNZ to support customer proposition development and delivery.
Supporting the Head of Advice and acting as a delegate when required.