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About the Role

As a Manager, Markets Money in the Insto Money Markets team, you will be the primary front-office contact for Suncorp migrated Treasury clients for Money Markets. Your role involves coordinating client onboarding, establishing dealing and trading infrastructure, supporting product implementation and digital channel adoption, and facilitating a smooth handover to sales and dealing teams. The objective is to deliver an efficient, end-to-end client migration experience while maintaining high standards of customer service, operational readiness, and risk management.

Responsibilities

Serve as the ANZ front-office point of contact for migrated Suncorp Treasury Money Market clients.
Manage client engagement throughout the migration and onboarding lifecycle.
Act as a liaison between clients and internal stakeholders to resolve onboarding, documentation, and system-related queries.
Provide proactive communication and support to ensure a positive client transition experience.
Coordinate onboarding across Markets products including Money Market Deposit and short-dated securities.
Partner with Operations, Client Services, Technology, and Product teams to ensure onboarding requirements are completed.
Monitor onboarding progress and escalate issues impacting client readiness.
Ensure all required client profiles and permissions are established across relevant front-office and trading platforms.
Coordinate with support teams to validate system access, trading authorities, and dealing permissions.
Deliver client demonstrations and training sessions for electronic platforms.
Support clients in understanding platform functionality, dealing processes, and self-service capabilities.
Promote digital adoption and utilization of ANZ Markets channels.
Facilitate the transition of clients to the appropriate ongoing coverage model.
Conduct structured handovers to Money Market Dealers and Relationship and Sales teams.
Ensure all relevant client information, onboarding outcomes, and future opportunities are communicated effectively.
Ensure all client onboarding activities comply with ANZ policies, regulatory obligations, and Markets risk frameworks.
Maintain accurate records of onboarding status, system setup, and client interactions.
Identify and escalate operational, conduct, or client risks.

Requirements

Strong knowledge of Markets products desirable, particularly Money Markets Products.
Understanding of client onboarding and customer migration processes.
Experience with Markets trading and sales platforms.
Excellent stakeholder management and client relationship skills.
Strong organisational skills and ability to coordinate multiple onboarding activities concurrently.
Proven ability to work across front office, operations, technology, and product teams.

Skills

Money Markets Products
Client onboarding
Customer migration processes
Markets trading platforms
Markets sales platforms
Stakeholder management
Client relationship management
Organisational skills
Coordination
Cross-functional collaboration

Location

Sydney
Brisbane

Work Type

Hybrid
Full-time

Experience Level

Manager

Benefits

Access to health and wellbeing services
Discounts on selected products and services from ANZ

About the Company

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers.
Our Institutional bank helps our largest customers move trade and capital around the region, providing our people with great opportunities to build their technical expertise and their careers.
Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow.
Whatever your role at ANZ, you’ll be building your future, while helping to build ours.
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
At ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things.
That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'.
At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated.
We're committed to building a workplace that reflects the diversity of the communities we serve.
To find out more about working at ANZ, visit https://www.anz.com.au/careers.

Equal Opportunity

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.
If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.