Head of Marketing Governance & Risk

About Pengana & TermPlus

Pengana combines the strengths of an established investment management business with an entrepreneurial approach to growth and innovation. With a diverse range of investment capabilities and a strong track record serving Australian investors, the Group continues to evolve its product offering and customer reach.

At the center of this growth is TermPlus, a rapidly expanding digital platform helping Australians access a competitive term account solution through a simple, transparent and customer-focused experience. This role provides the opportunity to help shape the governance framework supporting that growth while working closely with senior leaders across Marketing, Operations and Legal.

About the Role

The Head of Marketing Governance & Risk is responsible for leading the governance, risk management and oversight framework supporting marketing, customer acquisition, distribution and customer communications across the Group, with particular emphasis on TermPlus.

Reporting to the Chief Operating Officer, the role acts as a strategic business partner working closely with the Executive Director, Marketing to ensure governance, regulatory and customer outcome considerations are effectively incorporated into business decision-making.

The role sits at the intersection of growth, customer experience, marketing, risk and governance. It supports the business in achieving its commercial objectives while maintaining robust customer outcomes, effective governance and appropriate risk management.

This is not a traditional compliance role.



The focus is on designing and maintaining scalable governance frameworks that support sustainable growth, innovation and customer acquisition across the Group, while maintaining a high standard of regulatory compliance and customer protection.

Key Responsibilities

- Act as the primary governance and risk partner to Marketing, supporting customer acquisition, distribution and customer communications activities across the Group, with particular emphasis on TermPlus;

- Lead the development and continuous improvement of governance frameworks, controls and oversight arrangements that support scalable business growth;

- Provide practical, commercially focused advice on growth initiatives, customer journeys, distribution arrangements and marketing strategies;

- Partner with the Executive Director, Marketing, Chief Operating Officer and General Counsel on marketing governance, risk and regulatory matters;

- Monitor and assess emerging risks, industry developments and regulatory change, and support appropriate business responses;

- Oversee monitoring, issue management and reporting activities supporting the effectiveness of the marketing governance framework.

Skills & Experience

Essential

- Significant experience in governance, risk,



compliance, legal or related disciplines within financial services;

- Strong understanding of retail customer acquisition, digital marketing, customer communications and distribution models;

- Experience partnering with marketing, growth or customer acquisition teams in a commercial environment;

- Experience designing governance frameworks and controls that support business growth while managing risk;

- Strong commercial judgement, stakeholder management and communication skills.

Highly Regarded

- Experience within direct-to-consumer financial services businesses;

- Experience in fintech, wealth management, banking, superannuation and particularly funds management;

- Relevant professional qualifications.

Personal Attributes

- Commercially minded, pragmatic and solutions-focused;

- Solid judgement and ability to influence outcomes;

- Collaborative, relationship focused and comfortable operating in a fast-moving environment;

- Passionate about supporting sustainable growth and positive customer outcomes.

Success in the Role

Success will be measured by:

- The effectiveness and scalability of the Group's marketing governance framework;

- Strong customer, governance and regulatory outcomes;

- Effective partnership with Marketing, Legal and operational stakeholders;

- Support for business growth without unnecessary complexity or bureaucracy;

- The successful governance of growing customer acquisition, distribution and marketing activities across the Group, particularly TermPlus.

📌 Head of Governance & Risk - Marketing (Sydney)
🏢 TermPlus
📍 Sydney