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About the Role
This role involves shaping the future of adviser platform experiences and driving platform growth through innovation, data, and customer insight. You will lead the next phase of growth for the Expand platform business by shaping and executing innovative marketing strategies to strengthen adviser engagement, accelerate platform adoption, and deliver commercial outcomes.
Responsibilities
- Develop and execute the Expand growth marketing strategy to drive adviser acquisition, engagement, and retention.
- Create compelling adviser propositions, campaigns, and messaging based on customer insights and market trends.
- Deliver integrated marketing programs across digital, CRM, content, events, webinars, and sales channels.
- Build personalized customer journeys using segmentation, automation, and data-driven insights.
- Partner with product, distribution, digital, and technology teams to identify and unlock growth opportunities.
- Drive awareness, adoption, and utilization of Expand platform solutions and capabilities.
- Monitor campaign performance and optimize activity using analytics, insights, and ROI measures.
- Champion a test-and-learn approach to improve customer experiences and commercial outcomes.
- Manage agency and delivery partners to ensure high-quality execution and brand consistency.
- Stay ahead of industry trends and competitor activity to identify opportunities for growth.
Requirements
- Extensive experience in financial services, platforms, superannuation, wealth management, or B2B marketing.
- Proven success delivering growth strategies that drive measurable commercial outcomes.
- Strong understanding of adviser platforms, retirement solutions, and advice business needs.
- Expertise in customer segmentation, CRM, marketing automation, and customer journey design.
- Experience leading integrated, multi-channel marketing campaigns across digital and traditional channels.
- Strong analytical skills with the ability to translate data and insights into action.
- Ability to simplify complex platform and technology propositions into engaging customer communications.
- Excellent stakeholder management skills, with the ability to influence across diverse business areas.
- Strong understanding of marketing governance, privacy obligations, and regulatory requirements.
- A customer-centric, commercially focused mindset with a passion for innovation and growth.
- Eligibility to work in Australia.
- Willingness to undertake police and basic credit checks.
Skills
- Marketing strategy
- Customer insight
- Data analysis
- Marketing technology
- Customer segmentation
- CRM
- Marketing automation
- Customer journey design
- Integrated marketing
- Multi-channel campaigns
- Digital marketing
- Content marketing
- Event marketing
- Webinar management
- Sales channel integration
- Stakeholder management
- Data translation
- Communication
- Innovation
- Growth strategies
Location
- Sydney
Work Type
- Permanent
- Full-time
About the Company
- Insignia Financial Careers
Equal Opportunity
- 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.