Quick overview
Job description
Bring your expertise to an industry with purpose, scale and global impact.
What you’ll be doing
- Own and help manage advice systems and products, working with business and technology stakeholders to ensure they continue to meet adviser, client and operational needs.
- Lead end-to-end analysis of adviser, client and operational processes, documenting current-state workflows and designing practical future-state solutions.
- Identify opportunities to simplify processes, remove manual activity and improve workflows through automation, AI and technology enablement.
- Translate complex business problems into clear requirements, process designs, business rules and scalable technology-enabled solutions.
- Apply your product ownership mindset to prioritise improvements, shape capability roadmaps and ensure solutions address the underlying business problem.
- Lead discovery sessions and workshops across Advice, Product, Operations, Technology, Risk and Compliance, challenging existing processes and building alignment around future-state solutions.
- Support solutions through the full lifecycle, including discovery, design, requirements, testing, operational readiness, implementation and post-implementation optimisation.
- Define measures of success and track benefits such as improved adviser experience, reduced manual effort, increased capacity, faster turnaround times and reduced operational risk.
What we’re looking for
- Demonstrated experience as a Business Analyst, Product Owner, process improvement specialist or business solutions professional, ideally operating on complex or cross-functional initiatives.
- Experience with financial advice technology, such as Xplan or comparable financial planning, CRM, workflow or case-management platforms.
- Strong capability in process mapping, process documentation, requirements definition, workflow design and current-state/future-state analysis.
- Experience owning or managing business systems or technology-enabled products and working closely with Product, Technology and operational teams.
- A track record of identifying process inefficiencies and delivering practical improvements through simplification, automation or technology.
- Strong stakeholder management and facilitation skills, with the confidence to challenge existing practices and influence senior stakeholders.
- A practical technology mindset and an interest in tools such as Power Platform, Power Automate, AI and generative AI to solve real business problems.
- Experience working in regulated financial services would be advantageous, but previous superannuation experience is not essential.
Some of our Employment Benefits
- Flexible Working – hybrid model enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
- Novated Car Leasing
Culture at MUFG Pension & Market Services
How to apply
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