Head of Investment Operations

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. 

For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

Help people create their tomorrow, while you create yours

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we’ve been doing it for over 170 years. 

If we do our job well, we genuinely add to the prosperity of our country and its people. 

This role is expected to make an impact by leading a high-performing and engaged team of people that oversee the end-to-end investment operations activities for AMP’s North platform. This includes trade execution and settlement, cash management, in-specie transfers, income/distributions, corporation actions, tax, reporting and financial activities that are critical in providing exceptional service to advisers and customers. This role is critical in driving efficiencies through continuous improvement, reducing operational risk and cost, enhancing adviser and client experience, ensuring compliance with relevant regulations and industry standards and supporting scalable growth across the platform.

How you’ll make an impact

• Lead and manage the investment operations team that supports North Platform’s investment proposition (including its market-leading managed portfolio proposition) 
• Foster a high-performance culture within the operations team, driving engagement, accountability, and continuous improvement.
• Oversee teams / managers responsible for the daily investment operations responsibilities for the North Platform that includes trade processing, settlements, transfers, reconciliations, cash management, unit pricing, distributions, fund additions and terminations, tax, reporting, investment governance, investment mandate compliance and corporate actions
• Manage day-to-day external relationships with custodians, brokers, fund managers, and other third-party service providers (and liaise with product about strategic relationship issues)
• Collaborate with key internal stakeholders including product, managed portfolio, technology, tax, legal, risk and compliance teams.
• Contribute to strategic initiatives to support growth and enhancements to North’s offer.
• Drive continuous improvement in operational processes, systems, and controls.
• Ensure compliance with relevant regulations, industry standards, and internal policies related to investment operations
• Support onboarding and operational due diligence for new investment options and offboarding of terminated investment options

What you will bring to the team

Ideally, you will bring the following experiences to this role: 

• Extensive experience, 10+ years, leading an investment operations or similar function within a wealth management, superannuation, or platforms environment and driving a collaborative, high performance culture
• Proven experience in driving a collaborative, high performance culture and delivering results through others via effective leadership and coaching
• Experience in the successful management and implementation of regulatory changes
• Demonstrated ability to implement operational and/or organisational change
• Competent understanding of managed funds, SMAs, ETFs, listed securities and other platform offerings
• Ability to contribute to the development of business plans and present in senior leadership environments 
• Strong experience of managing multiple initiatives and projects successfully
• Competent understanding of the regulatory and compliance regime for financial services 
• Experience in identifying, assessing and addressing operational risk
• Understanding of competitors propositions and industry trends, as they relate to the wealth management, in particular platforms environment
• Ability to coach, motivate, influence and engage team members to build capability in a fast paced, high-volume environment 
• Excellent relationship development and stakeholder management skills that can traverse senior leaders and peers across business unit and the wider AMP business
• Strong ability to coach, motivate, influence and lead teams in a fast-paced environment and/or through period of change.
• The ability to develop and implement initiatives and business processes to drive cultural change and inspire their team to deliver consistent and accurate results for the business.
• Ability to articulate strategic intent and transformational execution to a broad range of direct reports, peers and stakeholders. 
• Ability to manage competing priorities and identify and escalating at risk and/or on watch items
• Ability to use strong analytical skills and significant judgement in managing moderate to complex business problems.
• Excellent written and verbal communication than can support designing and presenting execution plans to leaders and senior stakeholders
• Strong interpersonal and situational awareness with an ability to appropriately adapt their personal styles through this to maximise and influence situations
• Appropriate tertiary qualifications or preparedness to undergo studies in business, finance or investments desirable

You’ll thrive here if…

If you can adapt from BAU to the ambiguous with ease, you’ll do well here. Change is never easy, so bring your commitment, grit and growth mindset.

Because we run lean, you’ll be expected to jump in and deliver across a variety of areas. Meaning, you’ll be closer to the action and executive decisions that influence where we go next.

If you’re someone that can hold their own, you’ll find AMP quite liberating. 

Why we think you’ll love working at AMP

Doing what we’ve always done is not an option, so your clever ideas will get airtime here. You’ll be encouraged to speak up and try new things. If they don’t work, we move on – better for it.

We know there’s no one way of doing things. So, you won’t have to sacrifice who you are or how you work to fit in here. We’re inclusive and flexible in many of the ways you’d expect. And in some of the ways you wouldn’t. As long as your health and wellbeing come first - at home and at work. 

In fact, most of what makes AMP such a welcoming, enjoyable place to work are our people. Wherever you go, you’ll find moments to connect, feel valued and do meaningful work. 

Whether it’s through our first-class leaders who are invested in you and your success. Through year-round opportunities to volunteer, fundraise and give back to the community. Or in the everyday challenges you face as we work together to strengthen this great organisation. Challenges that will stretch you, amplify your potential and compound the impact you have. 

We believe in the power of inclusion and diversity

We’re dedicated to fostering inclusion, diversity, and a warm feeling of belonging at AMP. It sparks creativity, ignites innovation, and turns up the dial on the quality of our decisions and performance. This not only makes our workplace more engaged, but also leads to better connections with our customers. 

We're your allies in the search for the perfect fit - when you apply, let us know how we can support you to put your best self forward during our selection process. 

We're also committed to enhancing employment opportunities for Aboriginal and Torres Strait Islander people, so we enthusiastically encourage candidates from these backgrounds to apply and explore our Reconciliation Plan on our website.

Ready to create your tomorrow?

If you’re someone who sees opportunity where others see challenge, come and work with us in smart, progressive ways as we transform an iconic Australian brand for the future. And, through a series of career-defining moments, create your own tomorrow.

Don’t procrastinate! We review applications when we get them, and if we discover the ideal candidate, we may close the role earlier than the advertised close date.

Looking forward to meeting you.