JOB DETAILS

Senior Manager, Trustee Operational Governance & Insurance

CompanyInsignia Financial
LocationMelbourne
Work ModeOn Site
PostedMay 17, 2026
About The Company
Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX 200 company and one of Australia’s leading wealth managers. Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success. Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.
About the Role

Shape better outcomes for members at the heart of Trustee decision-making.

This role sits within the Member Office, supporting the RSEL Boards and senior leadership in overseeing service providers and delivering key insurance initiatives, enabling decisions to be made in the best financial interests of members.

 

What you’ll be responsible for

  • Support Board oversight of service providers, including performance, risk exposure and strategic alignment
  • Deliver high-quality reporting and insights to the RSEL Boards, including quarterly and annual assessments
  • Identify and escalate performance issues, providing constructive challenge to service providers
  • Contribute to contract negotiations with related parties alongside Legal
  • Coordinate independent reviews and benchmarking activities across service providers
  • Support oversight of insurance-related initiatives, including transformation and regulatory change
  • Partner with the business to assess impacts of technology, data and operations on member outcomes
  • Engage and manage external advisors to ensure quality insurance advice to Trustees
  • Draft Board papers, committee materials and regulatory responses to a high standard
  • Contribute to frameworks, policies and broader Member Office priorities

 

What you bring

  • Significant experience in financial services / superannuation / wealth, with strong understanding of products, administration and insurance
  • Strong executive communication skills, with the ability to influence senior stakeholders and Boards
  • Commercial acumen with experience in service provider oversight and contract management
  • Strong analytical capability, able to translate data into insight and challenge constructively
  • Understanding of the regulatory environment and its impact on Trustee obligations and member outcomes
  • Proven ability to operate across complex environments, working with risk, legal, technology and business teams
  • Experience preparing high-quality Board and committee materials
  • Curiosity and a strategic mindset, with the ability to connect strategy, operations and member outcomes
  • Strong relationship-building skills and ability to influence without authority
  • Highly organised, adaptable and comfortable managing competing priorities


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.

Key Skills
Service Provider OversightContract ManagementExecutive CommunicationFinancial Services KnowledgeStakeholder ManagementAnalytical CapabilityRegulatory ComplianceBoard ReportingInsurance InitiativesStrategic AlignmentRisk Exposure ManagementCommercial Acumen
Categories
Finance & AccountingManagement & LeadershipLegalConsulting
Job Information
📋Core Responsibilities
Support Board oversight of service providers and deliver high-quality reporting and insights to the RSEL Boards. Manage insurance-related initiatives and partner with business teams to ensure member outcomes are optimized.
📋Job Type
full time
📊Experience Level
5-10
💼Company Size
4267
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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