Supports client and prospect education programs across Australia and New Zealand, primarily through conferences, events, and webcasts. Responsibilities include managing conference themes, agendas, presenters, webcast topics, speaker presentations, and communications with marketing and events teams. The role is a six-month fixed-term contract requiring strong organization, project management, communication, prioritization, and adaptability.

Supports Regional Directors in developing business opportunities and servicing Australian financial institution clients. Responsibilities include explaining investment principles, educating advisors, coordinating complex client responses, mentoring associates, conducting portfolio analyses, presenting findings, delivering investment webinars, and building client relationships. The role requires strong financial services experience, analytical and communication skills, and travel with Regional Directors.

Provide operational compliance capacity during organizational transition: review promotional material, coordinate regulatory lodgements, implement process automation and workflow improvements, maintain compliance monitoring and controls, oversee front-office mandate monitoring via CRIMS, review business initiatives for compliance, and track regulatory reforms with policy and training updates.