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Head of Operations and Partnerships

Insignia Financial
Full-time
On-site
Sydney, New South Wales, Australia
🌐 Digital Marketing

πŸ“Œ Core Information

πŸ”Ή Job Title: Head of Operations and Partnerships

πŸ”Ή Company: Insignia Financial

πŸ”Ή Location: Sydney, Brisbane

πŸ”Ή Job Type: Permanent

πŸ”Ή Category: Financial Services

πŸ”Ή Date Posted: 2025-07-01

πŸ”Ή Experience Level: 10+ years

πŸ”Ή Remote Status: On-site (Sydney, Brisbane)

πŸš€ Job Overview

Key aspects of this role include:

  • Managing the end-to-end claims experience
  • Overseeing the SS&C partnership
  • Ensuring compliance with relevant regulations
  • Enhancing digital claims services
  • Leading and coaching team members

ASSUMPTION: This role requires a strategic mindset, excellent leadership skills, and a deep understanding of claims management and partnership management.

πŸ“‹ Key Responsibilities

βœ… Drive the uplift of the end-to-end claims experience

βœ… Manage the complex Insignia Master Trust claims portfolio

βœ… Enhance the digital claims experience

βœ… Lead the Claims Trustee teams

βœ… Engage with regulatory bodies and external insurance providers

βœ… Manage the operational monitoring of SS&C

βœ… Identify growth and retention opportunities within the portfolio

βœ… Assess opportunities to streamline and simplify business processes

βœ… Consult and collaborate with key functional areas and stakeholders

βœ… Support the Oversight & Monitoring function

βœ… Support other partnership requirements as they arise

ASSUMPION: This role involves a mix of strategic planning, operational management, and stakeholder engagement. Strong leadership and communication skills are essential.

🎯 Required Qualifications

Education: Bachelor's degree in business, MBA, or equivalent experience

Experience: 10+ years of experience overseeing external partnerships, with at least 5 years in claims management within the superannuation environment

Required Skills:

  • Proven experience in claims management and partnership management
  • Excellent leadership and coaching skills
  • Strong stakeholder engagement and communication skills
  • Ability to manage complex portfolios and drive continuous improvement
  • Experience in presenting to various stakeholders
  • Familiarity with SS&C and the superannuation industry

Preferred Skills:

  • Experience in managing incidents and issues
  • Knowledge of data analysis and reporting tools
  • Fluency in additional languages

ASSUMPTION: Candidates with relevant industry experience and a proven track record in managing partnerships and claims portfolios are strongly encouraged to apply.

πŸ’° Compensation & Benefits

Salary Range: $200,000 - $250,000 AUD per annum (based on industry standards for similar roles)

Benefits:

  • Competitive salary package
  • Performance-based bonuses
  • Generous superannuation contributions
  • Flexible working arrangements
  • Learning and development opportunities
  • Employee assistance programs

Working Hours: Full-time (40 hours per week)

ASSUMPTION: The salary range is an estimate based on industry standards for similar roles. The actual salary may vary depending on the candidate's experience and qualifications.

πŸ“Œ Applicant Insights

πŸ” Company Context

Industry: Financial Services. Insignia Financial is one of Australia's leading wealth managers, offering a wide range of wealth management products and services.

Company Size: Large (5,001-10,000 employees). As a large organization, Insignia Financial offers extensive resources and opportunities for career growth.

Founded: 1846. Insignia Financial has a long history and a strong reputation in the Australian financial services industry.

Company Description:

  • Founded to protect working families, Insignia Financial has evolved into a leading wealth manager
  • Offers a wide range of wealth management products and services
  • Committed to creating financial wellbeing for all Australians
  • Uses scale and expertise to offer affordable and engaging financial solutions

Company Specialties:

  • Wealth management
  • Superannuation
  • Investment management
  • Financial planning
  • Retirement solutions

Company Website: http://insigniafinancial.com.au

ASSUMPTION: Insignia Financial's large size and extensive resources provide ample opportunities for career growth and development.

πŸ“Š Role Analysis

Career Level: Senior leadership. This role involves strategic decision-making and leading teams to achieve specific goals.

Reporting Structure: The Head of Operations and Partnerships reports directly to the GM Operations and Partnerships.

Work Arrangement: On-site (Sydney, Brisbane). This role requires regular on-site presence for effective collaboration and communication.

Growth Opportunities:

  • Potential progression to GM or other senior leadership roles
  • Expansion of responsibilities based on successful performance
  • Learning and development opportunities

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand responsibilities and advance to senior leadership positions.

🌍 Location & Work Environment

Office Type: Modern, professional offices in Sydney and Brisbane CBDs.

Office Location(s): 347 Kent St, Sydney NSW 2000; 300 George St, Brisbane QLD 4000

Geographic Context:

  • Sydney and Brisbane are major Australian cities with vibrant financial services industries
  • Both cities offer a high standard of living and extensive cultural and recreational opportunities
  • Sydney and Brisbane have competitive job markets for financial services professionals

Work Schedule: Full-time (40 hours per week), with flexible working arrangements available.

ASSUMPTION: The modern, professional office environments and flexible working arrangements contribute to a positive work-life balance.

πŸ’Ό Interview & Application Insights

Typical Process:

  • Online application and resume screening
  • Phone or video screening
  • On-site or virtual interview with hiring manager and team members
  • Final round interview with senior leadership
  • Background and reference checks

Key Assessment Areas:

  • Claims management expertise
  • Partnership management experience
  • Leadership and coaching skills
  • Strategic thinking and problem-solving abilities
  • Communication and stakeholder engagement skills

Application Tips:

  • Tailor your resume to highlight relevant claims management and partnership management experience
  • Prepare for behavioral and situational interview questions related to claims management and partnership management
  • Research Insignia Financial's company culture and values to demonstrate alignment
  • Prepare questions to ask the interviewer about the role, team, and company

ATS Keywords: Claims management, partnership management, superannuation, financial services, leadership, coaching, stakeholder engagement, strategic planning, operational management

ASSUMPTION: Insignia Financial's application process is thorough and competitive, with a focus on finding the best fit for the role and the company culture.

πŸ› οΈ Tools & Technologies

  • Microsoft Office Suite
  • Data analysis and reporting tools (e.g., Excel, Power BI)
  • Project management tools (e.g., Asana, Trello)
  • Customer relationship management (CRM) software (e.g., Salesforce, Microsoft Dynamics)
  • Claims management software (e.g., claims systems, workflow management tools)

ASSUMPTION: Familiarity with relevant tools and technologies is essential for success in this role.

πŸ‘” Cultural Fit Considerations

Company Values:

  • Putting our clients first
  • Working together
  • Striving for excellence
  • Taking ownership
  • Fostering innovation

Work Style:

  • Collaborative and team-oriented
  • Results-driven and focused on continuous improvement
  • Adaptable and responsive to change
  • Customer-centric and committed to exceptional service
  • Supportive and inclusive work environment

Self-Assessment Questions:

  • How do you demonstrate Insignia Financial's value of 'putting our clients first' in your daily work?
  • Can you provide an example of a time when you worked collaboratively to achieve a significant outcome?
  • How do you approach continuous improvement and driving results in your current role?

ASSUMPTION: Insignia Financial's company culture emphasizes collaboration, continuous improvement, and exceptional client service.

⚠️ Potential Challenges

  • Managing a complex claims portfolio and driving continuous improvement
  • Navigating the partnership with SS&C and ensuring successful outcomes
  • Balancing strategic planning and day-to-day operational management
  • Adapting to changes in the financial services industry and regulatory environment
  • Managing team dynamics and fostering a high-performing culture

ASSUMPTION: These challenges require strong leadership, strategic thinking, and adaptability to succeed in this role.

πŸ“ˆ Similar Roles Comparison

  • Unlike other senior claims management roles, this position involves significant partnership management responsibilities
  • Insignia Financial's large size and extensive resources provide more opportunities for career growth and development compared to smaller organizations
  • Career progression in this role could lead to senior leadership positions within Insignia Financial or other large financial services organizations

ASSUMPTION: This role offers unique opportunities and challenges compared to similar roles in the industry.

πŸ“ Sample Projects

  • Implementing a new digital claims service to enhance the customer experience
  • Conducting a comprehensive review of the claims portfolio to identify opportunities for improvement
  • Developing and implementing a strategic plan to expand the partnership with SS&C

ASSUMPTION: These sample projects reflect the strategic and operational aspects of the Head of Operations and Partnerships role.

❓ Key Questions to Ask During Interview

  • What are the key priorities for this role in the first 90 days?
  • How does this role fit into the broader organizational structure and strategy?
  • What are the most significant challenges facing the claims portfolio, and how can this role address them?
  • How does Insignia Financial support the professional development and growth of its employees?
  • What are the key performance indicators (KPIs) for this role, and how are they measured?

ASSUMPTION: Asking insightful questions demonstrates your interest in the role and helps you make an informed decision about your fit with the company.

πŸ“Œ Next Steps for Applicants

To apply for this position:

  • Submit your application through this link
  • Tailor your resume to highlight relevant claims management and partnership management experience
  • Prepare a cover letter explaining your interest in the role and how your skills and experience make you a strong fit
  • Prepare for behavioral and situational interview questions related to claims management and partnership management
  • Research Insignia Financial's company culture and values to demonstrate alignment
  • Prepare questions to ask the interviewer about the role, team, and company
  • Follow up with the hiring manager one week after submitting your application to express your continued interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.