Head of Managed Accounts at Westpac Group

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Jul, 26

Salary

0.0

Posted On

24 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Managed accounts, Investment strategy, Product governance, Trading and settlement, Stakeholder management, Regulatory compliance, People leadership, Commercial acumen, Risk management, Portfolio solutions, Platform management, Financial services, Strategic planning, Vendor management

Industry

Financial Services

Description

Join Us as Head of Managed Accounts What’s the Role The Head of Managed Accounts is a senior leadership role within BT’s Chief Product Office. This role is accountable for defining and executing BT’s Managed Accounts and Trading & Settlement strategy across platform‑based solutions, including managed portfolios and equity investment options. You will hold end‑to‑end accountability for the performance of BT’s Managed Accounts, Trading and Settlement propositions — spanning product strategy, governance, regulatory compliance, distribution alignment and commercial outcomes, including revenue growth, margins and pricing strategy. Working closely with the BT Leadership Team and senior stakeholders across Distribution, Product Management, Investments, Technology, Risk and Compliance, you will ensure BT’s Managed Accounts offering remains competitive, scalable, compliant and aligned to adviser and client needs, supporting sustainable growth across BT platforms. Key Responsibilities Managed Accounts Strategy * Define and execute the strategic direction for BT’s Managed Accounts proposition, aligned with BT’s broader business strategy, platform roadmap and adviser value proposition. * Identify and drive evolution of managed account solutions in response to market trends, regulatory change and adviser and client demand. Trading, Settlement & Market Operations * Accountable for end‑to‑end trading and settlement capability across Managed Accounts and the broader Panorama platform, covering listed securities and managed funds. * Provide strategic oversight of market execution, settlement, asset servicing and corporate actions. * Oversee broker, custodian and vendor relationships supporting Panorama, with a strong focus on scalability, resilience and compliance. Product & Proposition Ownership * End‑to‑end accountability for Managed Accounts product performance, including design, pricing, lifecycle management and ongoing enhancements. * Own commercial outcomes, including contribution to platform revenues, margins and long‑term sustainability. * Ensure trading and settlement capabilities are aligned to platform design, with clear ownership of operational risk, incidents and controls. Product Governance & Oversight * Lead product governance frameworks for Managed Accounts and Trading & Settlement. * Ensure strong investment oversight, portfolio monitoring and compliance with mandates and regulatory obligations, in partnership with internal governance, risk and compliance teams, external managers and vendors. Distribution & Adviser Engagement * Partner closely with Distribution, Dealer Groups and Advisers to drive adoption, education and effective use of BT Managed Accounts solutions. * Act as a senior subject matter expert for Managed Accounts and Trading & Settlement in adviser and intermediary engagement. Risk, Compliance & Regulatory Alignment * Ensure all products and operations meet regulatory, licence and trustee obligations. * Build strong, effective working relationships with Risk, Compliance, Legal and Trustee teams to maintain a robust governance and risk culture. Stakeholder Management * Build and maintain trusted relationships with senior stakeholders across BT and the Westpac Group, including Executives, Trustees, Regulators and key external partners. Leadership * Lead, inspire and develop a high‑performing team with strong product, investment and commercial capability. * Foster a culture of accountability, collaboration and continuous improvement. What do I need? * Extensive experience in wealth management, investments or platform‑based products, with strong exposure to managed accounts or portfolio solutions * Proven experience defining and executing product or investment strategies in complex financial services environments * Strong understanding of investment governance, regulatory requirements and trustee obligations * Demonstrated senior stakeholder management experience, including engagement with Executives, Boards and Regulators * Outstanding people leadership capability, with a track record of building and leading high‑performing teams * Strong commercial acumen with experience driving growth, adoption and sustainable business outcomes * Experience working within large, integrated financial services organisations * Tertiary qualifications in business, finance, economics or a related discipline * RG146 preferred but not mandatory Why join us? We’re obsessed with becoming our customers' #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return, we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that: * Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates! * Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave. * Tailored learning and development opportunities to help your grow your career within the bank. * Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives. Create your future today To get started, simply click on the APPLY or APPLY NOW button We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community. If you need any adjustments during the recruitment process, you can find more information and contact details on our FAQs and how to contact us page [https://aus01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.westpac.com.au%2Fabout-westpac%2Fcareers%2Ffaq-contact-us%2F&data=05%7C02%7Cdakotah.bishop%40westpac.com.au%7Cd15ccf34ab1e42eba8b108de7044f492%7C57c64fd466ca49f5ab382e67ef58e724%7C0%7C0%7C639071638622937325%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=CVu4NaILh3E9bnppTkmFikGV3MAwuAh5JuFwMi%2FFj5o%3D&reserved=0], under the ‘Diversity, sustainability and flexibility’ section.

Responsibilities

The Head of Managed Accounts is responsible for defining and executing the strategic direction for managed portfolios and trading and settlement propositions. This role ensures the platform remains competitive, compliant, and aligned with adviser and client needs while driving commercial growth.