Head of Advice and Client Lifetime ValueThe Executive Chair Pty Ltd - Melbourne VICYou will lead a newly established, enterprise-wide growth capability, defining the Guidance and Decision Support strategy and translating the organisation's expertise, education and behavioural insight into scalable experiences that help people take positive action at every stage, from first enquiry through to long-term loyalty.
You will own the approach to Client Lifetime Value - identifying the drivers of long-term value and shaping the lifecycle segmentation, next-best-action, trigger-based engagement and contact strategy that lift engagement, product adoption, cross-sell and retention.Key responsibilitiesLead a dedicated team to build Guidance and Decision Support at scaleDefine the Guidance and Decision Support strategyTranslate the organisation's expertise, education and behavioural insight into scalable experiencesOwn the approach to Client Lifetime Value and identify drivers of long-term valueShape lifecycle segmentation, next-best-action,



trigger-based engagement and contact strategyDesign prompts and choice architecture that move people past hesitationTest what genuinely changes behaviourExplore how AI and automation can take guidance furtherPartner with digital, marketing, communications and policy teams to embed guidance across every journeyGrow Client Lifetime Value across the full client lifecycleAbout youSignificant leadership experience within financial services across customer growth, lifecycle, engagement, guidance or adviceTrack record of strategies that improved both client and commercial outcomesExperience designing and scaling lifecycle, personalisation or lifetime value programsUnderstanding of how people really make decisions and how to apply behavioural principles to influence themData, digital and experimentation as everyday toolsLead through influence, partnering confidently across product, technology, marketing, service, risk and compliance
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📌 Head Of Advice And Client Lifetime Value (Melbourne)
🏢 The Executive Chair
📍 Melbourne