Practice & Adviser Integration Consultant - Operations

Transcription

1 Practice & Adviser Integration Consultant - Operations Leadership level Job family Division / department Reports to manager job title Number of direct reports Financial Accountabilities Key relationships Location of role Leading Self Sales & Distribution Support AMP Advice & Banking, Advice Recruitment & Professional Development, Practice & Adviser Integration Practice & Adviser Integration Manager Nil Nil AMP Advice & Banking Centres of Excellence teams, licensees, Legal, Adtech, Channel Marketing, AMP Bank, financial advisers and accredited mortgage consultants (AMCs) Sydney The AMP Promise & Our Strategy to Help AMP s vision is to be Australia s and New Zealand s favourite financial services company by Our company was founded in 1849 on a simple promise - to provide financial security so people could live with dignity. Our promise is to help people own tomorrow. Helping people: it s why we began more than 160 years ago, and why we continue. Helping people own tomorrow is a powerful purpose. It has the capacity to make us the company that so many people trust and recommend that we become Australia s and New Zealand s favourite financial services company. That s what we are aiming for by AMP s Culture Bringing our Promise to life Our Promise is help people own tomorrow, and our Practices bring our Promise and customer experience to life. AMP s six simple practices were formed from really listening to our customers, and they define the way we work together to help our customers. They inform our thinking, actions and decisions; the design of every offer, process and system; and every customer experience.

2 Together, the six AMP practices describe how we work at AMP to deliver the experience our customers want: Our customers are at the core of AMP s culture. We believe that what s best for our customer is what is best for our business. We have profound empathy for our customers. We deeply understand their needs, goals, challenges and hopes. We re obsessed with helping our customers live their best life, because that s how we define our own success. AMP employees understand how their work contributes to the strategy and creates customer value. Professionalism and integrity are core to the way we work, we collaborate across the business in service of our customer. We eliminate non-value work that doesen t align and quickly learn and adapt to achieve better outcomes.

3 Description of department/division Advice Recruitment & Professional Development is the centre of excellence responsible for the recruitment, onboarding and professional development of AMP s network of financial advisers. Practice & Adviser Integration is one of the 6 teams in this CoE. Purpose of the role The primary purpose of the Practice & Adviser Integration Consultant-Operations is to Transition and establish financial advisers and practices to the AMP licensee network Manage internal mergers and acquisition transactions (also known as business growth activities undertaken by financial planning practices within our network) which include sale and acquisition of client registers and practices and the merger of practices) Provide guidance to new advisers on their transition to AMP journey Contribute to the overall operations of the P&AI team, including reporting and participation in initiatives and projects Main focus areas Case management of New practice/adviser and mortgage consultant transitions to AMP Advice licensees Complex merger and acquisition transitions within the AMP Network Develop and evolve the P&AI framework and process for the case management of adviser appointments and adviser merger and acquisition transactions Key deliverables Apply both project and case management principles and practice to Coordinate the transition (onboarding and establishment) of new advisers and financial planning practices to AMP licensees Coordinate complex practice mergers and acquisitions activities Work closely with, and provide guidance and support to financial advisers and practices on their transition to AMP Understand and apply policy to ensure compliant onboarding process is consistently followed Ensure the onboarding framework is being adhered to throughout each adviser transition and operates consistently across licensees Resolve or escalate case related transition issues in a timely manner to ensure cases continue to plan Meet agreed service / satisfaction targets and measures (adviser numbers, adviser experience) Develop and maintain framework tools and templates Contribute to the development and continuous improvement of onboarding tools including adviser facing materials Onboarding tools and templates Central repository of framework tools

4 Reporting: Produce a range of reports to provide consistent, factual reporting for P&AI and business partners. These include onboarding pipeline and performance reporting. Develop and maintain onboarding experience surveys; gather, analyse and report on adviser onboarding and business partner experience feedback. Encourage consistency and best practice within the P&AI team in relation to shared tools, reporting process interfaces with other AMP teams including AMP Bank, Recruitment, Advice Mergers & Acquisitions, Client Registers, Research and Licensee teams. Support PAI capability development initiatives including program setup, content collation and SME support Support Advice Recruitment & Professional Development and other AMP teams with projects and initiatives to drive a sustainable best practice model, including change management Role specific capabilities Business planning and project management skills with proven ability in effective implementation Analytical skills with ability to highlight and solve problems and or identify improvement actions to ensure successful practice transitions now and in the future Demonstrated relationship management skills with ability to engage business partners and manage relationships effectively to achieve business outcomes Effective verbal and written communication skills (including preparing and delivering presentations, chairing team meetings, sharing information, building change communications, creating planner facing tools) Ability to coach business partners in the Practice & Adviser Integration framework Focus on innovation and end to end process improvement Demonstrate: drive and achievement focus, with commitment to deliver and enhance the new practice/adviser experience ownership and accountability for tasks and delivery of results effective time management attention to detail sound decision making capability commitment to positive team culture commitment to learning Technical / Systems skills Intermediate to Advanced Excel skills including the use of pivot tables and manipulation of large data sets Proficient with Powerpoint and Word including Forms design and creation SharePoint site administration and workflow systems management. AMP Enterprise reporting systems end user experience including MyBi

5 Experience required Sound understanding of financial planning industry with 5 years experience working with or supporting financial advisers and practices Experience in delivering project outcomes in agreed timeframes Demonstrated ability to work independently as well as with cross-functional teams Strong interpersonal skills and situational awareness with ability to appropriately adapt personal and leadership styles Experience working in partnership with key stakeholders to deliver valued business outcomes Participation in an end to end process improvement initiative/s highly desirable Experience using workflow systems Understanding of AMP systems and processes, adviser network and distribution highly desirable Qualification/s required Tertiary qualifications in a relevant business discipline preferred (eg business, commerce, financial planning, project management)