Head of Advice Technology Strategy

Overview

Lead the strategic design of a next-generation advice technology ecosystem

Shape and execute a bold, connected vision that integrates advice, data, and AI to unlock scale, efficiency, and exceptional client experiences

Drive change at the highest level, with full executive sponsorship and the mandate to challenge legacy systems and thinking

The opportunity to join our team

You know leading financial services and advice businesses MLC, Shadforth, and Bridges right? That’s us! And right now, we’re building something new: a smarter, simpler, and more connected advice ecosystem that redefines how advisers and clients experience financial advice. This is your opportunity to take the reins of a new advice technology strategy, with executive sponsorship, clear ambition, and the freedom to challenge legacy thinking.

As Head of Advice Technology Strategy, you’ll define and drive the vision for a fit‑for‑purpose ecosystem that enables advice efficiency, scalability, and growth. You’ll look across the end‑to‑end advice journey, from adviser tools and client platforms to back‑office systems, and design a roadmap that brings it all together.

You’ll partner closely with senior executives and business leaders to translate strategy into action, guiding the design of solutions that deliver measurable business outcomes. This means leveraging modern technology, data, and AI to reduce complexity, automate processes, and unlock adviser capacity, all while enhancing the client experience.

This is a role for a hands‑on strategic leader who thrives in ambiguity, connects the dots across business lines, and knows how to turn ideas into execution. You’ll lead and develop a team of product owners and business analysts, fostering a high‑performance culture built on collaboration, innovation, and delivery.

What You’ll Do

Define and deliver the Advice Technology Strategy, ensuring it drives efficiency, scalability, and measurable outcomes

Engage deeply with executives and stakeholders to align technology direction to business priorities

Shape the “continuum of advice” across digital, intrafund, and comprehensive channels, using data and AI to connect experiences across a client’s lifetime

Develop frameworks, roadmaps, and business cases that translate strategic goals into delivery outcomes

Partner across the enterprise with Advice Enablement, Technology, Architecture, CX, and Product teams to ensure alignment and adoption

Champion a culture of modernisation, straight‑through processing, and seamless advice implementation

Build and inspire a high‑performing team of product owners and BAs focused on execution and impact

What You Bring To This Role

Proven leadership in strategy, transformation, or delivery within financial advice, superannuation, or wealth management

Hands‑on experience implementing modern technologies that drive advice efficiency and scale

Deep understanding of advice processes, compliance, and regulatory frameworks

Experience developing and executing AI‑led strategies for transformational change

Strong stakeholder and executive engagement skills, with the ability to influence, simplify, and deliver at pace

Strategic and commercial acumen, coupled with a customer‑first mindset

A start‑up mentality within an enterprise setting: pragmatic, collaborative, and outcome‑driven

This is more than just a strategy role. It’s a chance to lead the next evolution of advice technology at scale, backed by a business that’s ready to do things differently.

Find the better way What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.

People‑inspired tech Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

To Apply Read more here about why you should join our team.

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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