Date: 30 Jun 2026
Location:
SYDNEY, NSW, AU, 2000
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Employment Type: Permanent Full Time
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Lead the direction. Influence the outcome. Leave your mark.
Put your fingerprints on the future to progress your career
Make a difference, make it meaningful
The opportunity to join our team
We are seeking a highly skilled Senior Manager – Platform Design to lead the design and delivery of service efficiency initiatives across our Wrap Development Platform. This role will focus on identifying opportunities to simplify processes, improve operational productivity, reduce friction for teams and customers, and enable scalable AI and automation solutions. You will work closely with business, technology, operations, risk and product stakeholders to translate service challenges into practical, future-ready solutions that improve adviser, client and internal team experiences. This is an opportunity to influence how we modernise service delivery, embed intelligent ways of working, and deliver measurable efficiency outcomes across the platform.
Key Responsibilities:
Lead the design and delivery of service efficiency initiatives that simplify processes, remove operational friction, and improve productivity across the Wrap platform
Identify, assess and prioritise opportunities for AI, automation, workflow optimisation and digital enablement to improve service outcomes
Define future-state service journeys, operating models, workflows, data requirements and integration points that support scalable and efficient delivery
Partner with technology, operations, product, risk and compliance teams to ensure AI and automation solutions are practical, governed, safe and fit for purpose
Facilitate discovery and design workshops to align stakeholders on pain points, opportunities, scope, priorities and trade-offs
Provide oversight and challenge to ensure proposed solutions are customer-centred, operationally viable, compliant and aligned to business strategy
Influence senior decision-making through clear articulation of benefits, risks, dependencies, delivery pathways and expected efficiency outcomes
Support business readiness, change impact assessment, adoption planning and benefits tracking for new service efficiency and AI-enabled capabilities
What you will bring:
Proven experience designing and delivering service efficiency, process improvement, automation, AI-enabled or platform solutions, within Wealth Management platforms, Superannuation, IDPS or the Financial Services sector
Strong understanding of service and operations, workflow design, data flows, process optimisation, platform capability and technology-enabled change
Practical understanding of AI, automation, intelligent workflow or decision-support solutions
Ability to work across business, product, technology, operations, risk and compliance functions to shape solutions that are scalable, governed and fit for purpose
Experience in agile delivery environments, including discovery, backlog shaping, prioritisation and delivery planning
Excellent stakeholder engagement, communication and influencing skills across senior audiences
Strong facilitation skills with the ability to lead workshops, resolve ambiguity and align stakeholders around measurable outcomes
Ability to balance strategic thinking with practical delivery, adoption and benefits realisation
Experience establishing service design standards, operating frameworks, governance practices or continuous improvement methods
Growth mindset with a passion for service excellence, continuous improvement, innovation and responsible use of AI
To Apply
Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-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.
