The successful consultant will have 10+ years experience working in the financial planning industry in technical roles
They will have a keen understanding of the major platforms in the marketplace based on previous RFIs and RFPs
Key Deliverables:
- Development of a technology strategy pack (current-state, baseline, target-state, roadmaps and blueprints)
- Development of business engagement, stakeholder management and process improvement packs
- Work with an audio-visual team to develop a series of video presentations of the material for external stakeholders
Skills and experience required:
- Deep and broad expertise in financial planning technology in Australia
- Highly proficient presentation and communication skills
- Stakeholder engagement skills at CEO-1 level and below
- Multiple and recent RFI and RFP experience or other work which exposed you to the current supplier landscape and installed base
- Experience gained through similar engagements with large financial services organisations in Australia
- Skilled at keeping pace with new technology developments and working with various FinTechs
Logistics:
Start: Immediate, duration expected to be 3-4 weeks
Location: Sydney based client but can work remotely
Rates: The daily rate to the consultant will be negotiable but up to NET $2,000 + GST and any pre-approved expenses for the right professional
Close date: No later than Monday 7 February 2022, 5pm AEST