Job 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 Integrated Planner, you'll sit at the heart of our Enterprise Transformation Management Office, driving portfolio planning, integration and decision enablement across major transformation initiatives.
You'll lead structured planning cycles across financial year and quarterly horizons, ensuring initiatives are aligned, achievable and sequenced effectively.
Working closely with senior stakeholders across business and technology, you'll facilitate alignment, navigate complexity and shape decisions that deliver meaningful outcomes.
You'll also bring a robust analytical mindset, using scenario modelling and structured thinking to evaluate trade-offs, test assumptions and inform strategic direction.
From big room planning to governance stage gates, you'll play a key role in bringing people together and moving priorities forward with clarity and confidence.
This role is a permanent opportunity and is based in Brisbane or Sydney.
Responsibilities Day to day, you'll: Lead financial year and quarterly portfolio planning cycles, assessing capacity and capability across initiatives.
Facilitate big room planning sessions to align stakeholders, priorities and dependencies.
Maintain integrated portfolio plans, including sequencing, constraints and interdependencies.
Structure prioritisation options and trade-offs to support governance decision-making.
Orchestrate monthly stage gate processes and enable informed decisions across initiatives.
Perform scenario analysis and modelling to inform sequencing and change decisions.
Develop clear, decision-ready materials and support senior stakeholders with portfolio messaging.




Drive cross-functional alignment to ensure initiatives are achievable and strategically aligned.
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 bring experience in portfolio, program or enterprise-level planning within a transformation environment.
Your facilitation skills enable you to lead large, cross-functional planning sessions with confidence.
You'll influence stakeholders effectively and drive outcomes without formal authority.
You're skilled in structured thinking, developing scenarios, options and trade-offs.
You have solid organisational skills, managing multiple priorities and complex initiatives.
Your commercial acumen allows you to assess achievability, constraints and delivery risks.
You'll communicate clearly, producing structured and decision-oriented materials.
You're experienced working within governance or stage gate frameworks.
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.
Awaken your career at Australian Retirement Trust and apply now.
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.

📌 Integrated Planner (Brisbane)
🏢 Australian Retirement Trust
📍 Brisbane