State Lead, Private Wealth WA at UniSuper

Perth, Western Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

0.0

Posted On

03 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advice, Wealth Management, Leadership, Stakeholder Management, Retirement Strategies, Superannuation, Taxation, Investments, Centrelink Knowledge, Compliance, Risk Management, Commercial Acumen, Relationship Building, Strategic Planning, Governance, Communication

Industry

Financial Services

Description

About Us We’re all here to deliver great retirement outcomes for our members. We have a long history with the University sector and today we’re a place where future-minded Australians can all come together. We have a track record of success and a culture focussed on being the best place to work in superannuation. We’ll achieve this by bringing our values to life in everything we do - genuine care, being better together and a passion for outcomes. We have a clear plan of what we need to do and want you to help lead that journey. UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration, and better retirement outcomes for members. This is a senior leadership opportunity to shape the advice experience for members across Western Australia while strengthening UniSuper’s brand and presence in the state. The role As State Lead, Private Wealth WA, you are accountable for leading the WA Professional Wealth Management function to deliver high‑quality fee‑for‑service advice and achieve state‑based service, revenue and member outcomes. You lead advisers and local teams, elevate advice quality and governance, and contribute to the national advice strategy. Key accountabilities include: * Leading and developing the WA advice and support teams to deliver service, advice and commercial targets * Strengthening relationships with employers, university partners and key stakeholders to grow advice engagement * Ensuring high standards of advice quality, governance, compliance and risk management * Contributing to commercial performance, operational efficiency and innovation in advice delivery * Representing UniSuper through events, partnerships and thought leadership across WA About you You are a proven leader in financial advice or wealth management with strong commercial and stakeholder acumen. You bring deep technical expertise and the ability to translate complex strategies into clear, member‑focused advice. You will bring: * Relevant tertiary qualifications in financial advice, finance, economics or a related discipline * Demonstrated leadership experience within financial advice, wealth management or superannuation * Strong technical knowledge across retirement strategies, superannuation, taxation, investments and Centrelink * Excellent communication, influencing and relationship‑building capability * The ability to balance advisory excellence with sustainable commercial outcomes What We Offer UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include: * Market‑competitive remuneration and incentives * Generous superannuation contributions * Flexible working arrangements * Health, wellbeing and lifestyle benefits It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements.

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Responsibilities

Lead the Western Australia Professional Wealth Management function to deliver high-quality fee-for-service advice and achieve commercial targets. Manage local advice teams while strengthening relationships with university partners and employers to grow engagement.