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Location: SYDNEY, NSW, AU, ****
Employment Type: Permanent Full Time
Help shape the future of adviser platform experiences
Drive platform growth through innovation, data and customer insight
Permanent full-time position, based in Sydney
The prospect to join our team
We're looking for a strategic and commercially minded marketing leader to drive the next phase of growth for our Expand platform business.
In this high-impact role, you'll shape and execute innovative marketing strategies that strengthen adviser engagement, accelerate platform adoption and deliver measurable commercial outcomes.
Leveraging customer insights, data and marketing technology, you'll create compelling experiences that connect advisers with the solutions they need to grow their businesses.
Working closely with product, distribution, digital and technology teams, you'll play a key role in influencing business strategy, driving customer value and helping position Expand as a leading platform in the market.
Key Responsibilities
Develop and execute the Expand growth marketing strategy to drive adviser acquisition, engagement and retention
Create compelling adviser propositions, campaigns and messaging based on customer insights and market trends
Deliver integrated marketing programs across digital, CRM, content, events, webinars and sales channels
Build personalised customer journeys using segmentation, automation and data-driven insights
Partner with product, distribution, digital and technology teams to identify and unlock growth opportunities
Drive awareness, adoption and utilisation of Expand platform solutions and capabilitiesMonitor campaign performance and optimise activity using analytics, insights and ROI measures




Champion a test-and-learn approach to improve customer experiences and commercial outcomes
Manage agency and delivery partners to ensure high-quality execution and brand consistency
Stay ahead of industry trends and competitor activity to identify opportunities for growth
What you will bring
Extensive experience in financial services, platforms, superannuation, wealth management or B2B marketing
Proven success delivering growth strategies that drive measurable commercial outcomes
Strong understanding of adviser platforms, retirement solutions and advice business needs
Expertise in customer segmentation, CRM, marketing automation and customer journey design
Experience leading integrated, multi-channel marketing campaigns across digital and traditional channels
Strong analytical skills with the ability to translate data and insights into action
Ability to simplify complex platform and technology propositions into engaging customer communications
Excellent stakeholder management skills, with the ability to influence across diverse business areas
Strong understanding of marketing governance, privacy obligations and regulatory requirements
A customer-centric, commercially focused mindset with a passion for innovation and growth
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team.
If you need assistance or an adjustment during the application process, please reach out and let us know.
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📌 Senior Marketing Strategy & Growth Lead - Expand (Sydney)
🏢 IOOF Holdings
📍 Sydney