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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in strategic planning, business performance monitoring, and governance within the financial services sector. Proficient in translating business strategies into actionable plans, delivering measurable outcomes, and enhancing stakeholder collaboration.
Highest-signal resume keywords
Strategic PlanningBusiness Performance ManagementFinancial PlanningStakeholder ManagementGovernance and Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Strategy TranslationPerformance MonitoringCommercial AnalysisBudgetingForecastingData-Driven InsightsPerformance FrameworksCross-Functional InitiativesManagement ReportingRisk Management
Soft Skills
Stakeholder CollaborationInfluencing SkillsContinuous Improvement MindsetResilienceAdaptability
Tools & Technologies
DashboardsPerformance Reporting ToolsBusiness Planning Software
Certifications & Qualifications
Relevant Tertiary Qualifications in BusinessCommerceFinanceEconomicsStrategy
Industry Keywords
Financial ServicesLife InsuranceWealth ManagementFinancial AdviceCommercial Management
About the role
Key responsibilities & impact- Shape, execute and monitor the AIA Financial Services business strategy and performance agenda
- Translate strategic priorities into practical business plans, measurable outcomes and delivery initiatives
- Partner with senior leaders across Finance, Risk, Technology, People & Culture, Data & Analytics, Marketing and other enterprise functions
- Lead strategic planning, business performance monitoring and governance activities
- Provide data-driven insights and recommendations for executive decision-making
- Drive cross-functional strategic initiatives and business improvement programs from concept through implementation
- Shape performance reporting, business planning and governance frameworks
- Support enhanced customer, adviser and employee experiences through continuous improvement and strategic execution
- Support development, execution and refinement of the AIAFS strategy and business plan
- Coordinate annual strategic and business planning processes aligned to AIA Australia priorities
- Translate objectives into initiatives, delivery plans, milestones and performance measures
- Monitor financial and non-financial performance against plans, budgets, forecasts and strategic objectives
- Identify performance trends, risks, opportunities and required actions with Finance and business leaders
- Develop management reporting, dashboards and performance frameworks
- Coordinate the strategic initiatives roadmap, including dependencies, risks, governance and benefits realisation
- Support business cases, options analysis and implementation plans
- Facilitate stakeholder collaboration and accountability
- Prepare reports, presentations, briefing papers and recommendations for senior leadership forums
- Coordinate governance processes, management meetings, action tracking and decision documentation
- Provide commercial analysis and strategic insights
- Support communication and change initiatives
- Identify opportunities to improve processes, controls, reporting and operational effectiveness
- Build strong partnerships to deliver strategic and commercial outcomes
Requirements
What you’ll need- Significant experience in strategy, business performance, commercial management, business planning, transformation or a related discipline
- Experience within financial services, life insurance, wealth management, financial advice or a related industry highly regarded
- Proven ability to translate business strategy into practical plans, measurable outcomes and successful delivery initiatives
- Strong commercial acumen with a deep understanding of business performance drivers
- Experience in financial planning, budgeting, forecasting and performance management within complex organisations
- Advanced analytical and problem-solving skills
- Demonstrated success coordinating and delivering cross-functional strategic or business improvement initiatives
- Exceptional stakeholder management and influencing skills
- Experience preparing executive-level reports, presentations, business cases and management recommendations
- Strong governance, reporting and performance management capability
- Sound understanding of risk management, compliance and governance requirements within a regulated environment
- Relevant tertiary qualifications in Business, Commerce, Finance, Economics, Strategy or a related discipline
- Collaborative, outcome-focused and values-driven approach, with resilience, adaptability and a continuous improvement mindset
Benefits
Comp & perks- Access our training and development to build on your current skills
- Career development through internal mobility opportunities
- Access additional leave days a year to recharge and refresh yourself
- Health and Wellbeing initiatives
- Supportive and inclusive managers
