Full time

Hybrid

2mo ago , from Marsh & McLennan Companies MMC

We are seeking a talented individual to join our Mercer Super team. This role will be based in Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Head of Advice is responsible for Mercer Super's advice proposition and strategy, adviser and member advice service experience, and advice delivery. The role operates as a strategic integrator within the Mercer Super distribution function, ensuring all advice-related activities align to deliver meaningful value to Mercer Super and its members.

We will count on you to:

- Lead the development and annual review of the advice strategy aligned with Mercer Super's strategy
- Oversee and optimise intrafund advice provision and adviser service experience
- Drive initiatives to support member confidence, retention, growth, and better outcomes through advice services
- Manage supplier relationships, service levels, reporting, risks, and controls related to advice functions
- Monitor and manage metrics relating to advice initiatives and advice proposition on member outcomes
- Ensure risk and control frameworks comply with regulations, while optimising the advice service proposition and experience
- Oversee projects and delivery related to advice strategy, including regulatory, product or experience changes
- Represent Mercer Super at external conferences and events to promote the advice proposition and enhance collaboration across the broader Marsh business

What you need to have:

- RG146 compliance mandatory
- At least 10 years of relevant industry experience, including managing intrafund advice businesses and teams
- Experience managing external financial advisers and licensees, including representation on Approved Product Lists (APLs)
- Strong knowledge of super fund and super fund advice operations, flows, retention, and growth drivers
- Senior stakeholder management experience, including Executive, Board and regulators

What makes you stand out:

- Deep domain knowledge of the retail advice market and how advice businesses operate
- Experience in cross-functional project delivery within superannuation involving multiple related parties
- Strong commercial and analytical acumen with strategic thinking and collaborative skills

Why join our team:

- We help you be your best through professional development opportunities, interesting work and supportive leaders




- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Applications can be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a criminal & bankruptcy check prior to commencement of employment.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Company:
Mercer
Description:

We are seeking a talented individual to join our Mercer Super team. This role will be based in Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Head of Advice is responsible for Mercer Super's advice proposition and strategy, adviser and member advice service experience, and advice delivery. The role operates as a strategic integrator within the Mercer Super distribution function, ensuring all advice-related activities align to deliver meaningful value to Mercer Super and its members.

We will count on you to:

- Lead the development and annual review of the advice strategy aligned with Mercer Super's strategy
- Oversee and optimise intrafund advice provision and adviser service experience
- Drive initiatives to support member confidence, retention, growth, and better outcomes through advice services
- Manage supplier relationships, service levels, reporting, risks, and controls related to advice functions
- Monitor and manage metrics relating to advice initiatives and advice proposition on member outcomes
- Ensure risk and control frameworks comply with regulations, while optimising the advice service proposition and experience




- Oversee projects and delivery related to advice strategy, including regulatory, product or experience changes
- Represent Mercer Super at external conferences and events to promote the advice proposition and enhance collaboration across the broader Marsh business

What you need to have:

- Relevant undergraduate qualification essential; postgraduate and/or professional qualification highly desirable
- RG146 compliance mandatory
- At least 10 years of relevant industry experience, including managing intrafund advice businesses and teams
- Experience managing external financial advisers and licensees, including representation on Approved Product Lists (APLs)
- Solid knowledge of super fund and super fund advice operations, flows, retention, and growth drivers
- Senior stakeholder management experience, including Executive, Board and regulators

What makes you stand out:

- Deep domain knowledge of the retail advice market and how advice businesses operate
- Experience in cross-functional project delivery within superannuation involving multiple related parties
- Robust commercial and analytical acumen with strategic thinking and collaborative skills

Why join our team:

- We help you be your best through professional development opportunities, interesting work and supportive leaders
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create recent solutions and have impact for colleagues, clients and communities
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Applications can be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a criminal & bankruptcy check prior to commencement of employment.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation

#J-18808-Ljbffr

📌 Head of Advice (New South Wales)
🏢 AU014 Mercer (Australia
📍 New South Wales