Head of Propositions and Insights

Tribe Group; Auckland; On-site; NZD 180,000 - 240,000; Full time

Benefits offered by this job

L&D

Wellbeing

Birthday leave

Will & PoA assistance

Job summary

Public Trust is evolving into a more customer-led organisation and has created a senior role: Head of Propositions & Insights. You will own the enterprise view of offerings, pricing, and performance measurement, guiding prioritisation and governance across Marketing, Service Delivery, Finance, Risk and Transformation.

You’ll lead a small team and work with the SLT, shaping a disciplined roadmap that aligns with business strategy and customer needs.

Qualifications

• Senior experience in propositions/product, customer strategy/insights, or portfolio leadership in a medium/large organisation.
• Strong segmentation and research capability with a clear impact view.

Responsibilities

• Own propositions and customer insight; influence the enterprise roadmap.
• Lead pricing direction and governance with specialist support.
• Collaborate across Marketing, IT/Transformation, Data/Finance and Service Delivery.
• Manage a small team and partner with SLT to drive change.

Skills

Propositions leadership

Customer insights

Pricing governance

Stakeholder management

People leadership

Job description

About The Opportunity

Public Trust is a purpose-led organisation that helps New Zealanders build and protect their legacies. As the business shifts to become more customer-led, they’ve created a new senior leadership role: Head of Propositions & Insights.

Reporting to the Chief Customer Officer, you’ll lead the enterprise view of what Public Trust offers, who it’s for, how it’s priced, and how performance is measured and improved. This role sits at the centre of major change — working closely with Marketing, Service Delivery, Finance (including Data/ Planning & Performance), Risk, Technology and Transformation to turn customer insight into clear priorities and decision-making.

Leading 2 direct reports (Propositions & Pricing Manager and Consumer Insights & Research Specialist).This role will work across Public Trust’s B2C and B2B offerings working within a well-established and engaged team.

Key focus is Public Trust’s retail customer business (wills, EPAs and related services), with exposure over time to Corporate Trustee Services and partnerships channels

• New, high-impact role created as part of a refreshed customer-led structure
• Own propositions + customer insight, and influence the enterprise roadmap
• Lead pricing direction and governance (with specialist support)
• Highly collaborative role across senior stakeholders and delivery teams
• Based in Auckland, with flexible working (2 days in office minimum)

What You’ll Bring

This is a role for a senior proposition/insights leader who can operate in the grey — balancing evidence, judgement, and delivery reality. You’ll be confident moving stakeholders, creating clarity, and building a disciplined roadmap that the business will use.

• Senior experience in propositions/product, customer strategy/insights, or portfolio leadership in a medium/large complex organisation
• Strong segmentation +research capability, with a clear “so what” lens
• Commercial confidence: able to assess pricing work and guide governance decisions
• Comfortable shaping business requirements for digital/service improvements (not delivering tech). Bonus if you have led digital customer products.
• Exceptional stakeholder management skills, collaborating with the SLT, taking people on a journey.
• A credible influencer with executives; collaborative, resilient and pragmatic through change
• People leadership experience (you’ll lead a small team)
• Proactive, resilient, values led but commercially driven

What’s on Offer

This is a rare opportunity to step into a newly created “shape the future offer” role, with visibility and scope to drive real change — in an organisation doing work that matters to New Zealanders.

• Competitive base salary
• Build the propositions + insights function and ways of working
• A purpose-led organisation with a strong transformation agenda
• Senior partnership across Marketing, IT/Transformation, Data/Finance and Service Delivery
• Flexible working and a supportive senior leadership environment
• L&D, wellbeing, birthday leave, get your will and enduring power of attorney sorted for free

Eligibility

To apply for this vacancy, you MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.