Take hold of a monster opportunity and join Australian Retirement Trust as our Senior Manager - Investment Strategic Planning.
In this influential leadership role, you'll partner with the Investments Leadership Team to lead multi-year strategic planning for the Investments business and help translate strategic priorities into organisational outcomes that support better outcomes for our members.
Description
We're all about helping our members make the most of their money.
And while they go after their goals, you can too.
As a Senior Manager - Investment Strategic Planning (known internally as Senior Portfolio Manager - Strategic Planning), you'll play a pivotal role in shaping the future direction of our Investments business.
Partnering closely with the Investments Leadership Team, you'll lead the development and evolution of the Investments strategic plan, ensuring alignment with enterprise priorities, long-term objectives and member outcomes.
You'll bring strategic insight, commercial thinking and influencing skills to help identify emerging risks, opportunities, challenge assumptions and assess progress against agreed objectives.
Working across a broad stakeholder network, you'll provide analysis, advice and recommendations that support informed decision-making and organisational outcomes.
You'll guide the evolution of the Investments target operating model, strategic workforce planning as well as engagement with strategic industry partnerships.
This is an prospect to make a meaningful contribution to the future of the Investments business by connecting strategy, organisational capability and enterprise delivery.
This role is a
permanent
opportunity and is based in
Brisbane
or
Sydney
.
Responsibilities
Lead the development, implementation and periodic review of the Investments multi-year strategic plan aligned with enterprise priorities and member outcomes.




Partner with the Investments Leadership Team to identify priorities, risks and opportunities and provide strategic insight and challenge.
Monitor delivery of the strategic plan including progress, outcomes, dependencies and risks, supported by effective reporting and governance.
Establish reporting and governance processes that support accountability and informed decision-making.
Lead the evolution of the Investments target operating model and strategic workforce planning in partnership with key stakeholders.
Provide advice and recommendations to senior leaders and governance forums, ensuring strategic activities meet governance, risk and compliance requirements.
Qualifications
It goes without saying you'll be a great communicator with top notch interpersonal skills.
We'll also expect you to pick up problems and come up with quick, creative ways to solve them.
It's quite likely you tick some of the following boxes too:
You hold relevant tertiary qualifications in finance, investments, commerce, economics, engineering, science or a related discipline.
Your postgraduate qualifications in business, strategy or an MBA are highly regarded.
You'll bring significant experience within the investments industry and strong knowledge of market trends, regulations and investment strategies.
You're experienced in developing and delivering enterprise or business unit strategy within a complex environment.
You possess exceptional research, analysis and problem-solving capabilities supported by data-driven thinking.




Your stakeholder management and influencing skills enable you to build trusted executive-level relationships.
You'll demonstrate outstanding written and verbal communication skills, including presenting to senior leaders and governance forums.
You can successfully manage competing priorities while maintaining high standards of delivery.
About us
Our 2.4 million members trust us to take care of around $375 billion in retirement savings.
And we help them take charge of their finances and face the future with confidence.
Our inclusive culture means you'll be valued and heard in a respectful workplace.
We've created an environment where you can be yourself and do amazing work.
It's that simple.
Everyone is welcome to apply.
We value diverse thinking, cultures, perspectives, backgrounds, and abilities.
Applications close Sunday, 20 September ****.
We don't want to leave you with a monstrous wait.
So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not.
Being fair and up-front is important to us - and recruitment is no different.
Why join us
You'll get 14% super as standard, to help your future come alive.
Build a career to be proud of through excellent training and development opportunities.
Balance your work between in-person days at our purpose-built hubs and working from home.
In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.
We use technology, including artificial intelligence (AI), to support parts of our recruitment process - such as reviewing applications, supporting screening interviews, reference checking, and matching skills to roles.
All final hiring decisions are made by people.
By applying, you agree to the use of these technologies as part of the recruitment process.
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📌 Senior Manager - Investment Strategic Planning (Sydney)
🏢 Australian Retirement Trust
📍 Sydney