SMSF Manager – Wrap Platforms – MLC & NAB Wealth recruitment
- St Kilda Road location
- Opportunity to shape, lead and inspire
- Specialist Role to drive our growth strategy
At NAB, it's all about people reaching their full potential.
And in MLC that means transforming talent into leadership.
An exciting opportunity for a high performing Senior Manager to work with the Head of Service in overseeing and managing the ongoing MLC Wrap Platforms SMSF service proposition to its customers and their intermediaries. You will have responsibility and ownership for the end to end service delivery to a large portfolio of existing SMSF clients together with the leadership of the SMSF administration and accounting teams.
In this role your responsibilities will include but are not limited to:
- Managing workflows and projects for the ongoing development of the Self Managed Super Fund offering and ensuring delivery and execution
- Effectively executing change management in relation to SMSF
- Ensuring all financial reporting and compliance obligations are met for SMSFs
- Providing technical leadership, coaching general management including day to day operations of the team
- Ensure the wider business is supported with regards to operational and system knowledge related to self managed superannuation funds to ensure accurate and complete business rules and processes
- Act as the escalation point for complex cases and complaints where required
- Managing risk within the business
- Continual review of process, procedures and new technologies to ensure efficiency of operations
- Apply tight expenditure control and financial responsibility
- Ensure compliance with code of practice, legislation, regulatory requirements, compliance and company policy
- Negotiate service and monitor performance of service providers
- Adjust best practice benchmarks as required to ensure that team objectives remain aligned to customer expectations
To be successful in this role you will have:
- Strong relevant experience in administration of SMSFs
- 7-10 years experience in leading multi-functional teams with a track record of success for a financial services entity
- Experience dealing with external service providers such as auditors, tax agents, actuaries and software providers
- Tertiary qualifications in relevant discipline
- Postgraduate qualifications desired
- Membership of the Australian Society of CPA's or Institute of Chartered Accountants and/or Tax Institute preferred
- Relevant industry qualification SMSF Professionals Association of Australia (SPAA)/ASFA highly regarded
You are a born leader and pride yourself on leading a business to success. Your energy and drive will be highly regarded in this role as will your ability to provide strong leadership and drive change and process improvements across the team. You are a strategic thinker, delivery focussed and someone who thrives on working in an evolving and growing business. Your strong relationship and stakeholder management skills will also put you in good stead for this role.
Apply Online Now or call Tass Lambrinos on (03)8634 1849 for a confidential chat.
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