A long-standing client has asked ICG to identify a leading technology solution manager to work in the retail wealth space. The client has inherited a combination of legacy and leading-edge technology and wishes to identify an ICG professional with deep expertise in the Australian retail wealth advisory business.
The client has a newly revised advice strategy (which includes the application of AI) so a working knowledge of and recent exposure to AI applications is also highly valued.
The successful applicant will guide the adaptation of their technology stack to bet realise their advice strategy and highlight gaps which require more significant investment.
- Support the blueprinting and baselining of current technology use in the advice channel.
- Analyse the advice strategy for IT-driven imperatives for technology adoption and adaption to drive advice channel goals
- Encapsulate specific initiatives or further analysis and blueprinting and provide required business case input
- Prioritise and batch opportunities for implementation under a client-governed change umbrella
Skills and experience required:
- Deep demonstrated knowledge of the Australian advice channel
- Substantial (10 years +) experience helping clients adapt and implement technology solutions to drive a better advice experience
- Ability to seamlessly interface with executives and managers at all levels as well as be hands-on with technology demonstrations and training with individual advisors and their respective umbrella organisations.
Start: starting before the holidays, Duration: 3-4 months full-time
Rate: The daily rate to the consultant will be AUD$1750 per day for an appropriate skilled consulting professional
APT’s must be lodged within 48 hours. We will review all APT’s and select the best 3 for the client. The client will then conduct interviews. Please note that the net rate quoted is an ICG Affiliate rates available for ICG Members only. Any previously agreed and documented rates for candidates introduced to ICG via approved 3rd parties will be honoured.