Investment Strategy Lead

About the role

ANZ Business & Private Bank is looking for an Investment Strategy Lead (Req ID 125770) in its Private Investment division, based in Melbourne or Sydney. The role leads Investment Strategy, Investment Solutions and Investment Relations, setting the strategic direction for proposition development, key partnerships, adviser enablement and investment communications, and supports the end-to-end Private Investment Value Chain for HNW and UHNW clients. It is a permanent, full-time position (40 hours per week).

Key responsibilities

• Lead Investment Solutions and Investment Relations, setting mandates, priorities, performance measures and accountability frameworks, with strong performance, risk management and client outcomes.
• Manage key strategic partnerships with investment partners, providing direction, prioritisation and governance.
• Support the end-to-end Private Investment Value Chain, including proposition governance, communications, adviser enablement, partner management, operational effectiveness and risk.
• Build a strategic partnership with ANZ Private Advice leadership so propositions, communications and adviser enablement deliver a consistent client experience.
• Act as the senior Investment Office representative across Private Banking, Advice, Risk, Product, Wealth Platforms, Marketing and external partners.
• Use client, adviser and market insight to continuously improve investment propositions and communications.
• Own the outcome through clear accountability, transparent reporting and early escalation of risk.
• Develop future leaders through coaching, feedback, succession planning and targeted development.

Required profile

• 8-10 years' relevant industry experience with deep knowledge of investment solutions for HNW and UHNW clients.
• Tertiary or postgraduate qualification in business, finance, economics or a related discipline; relevant advice qualifications desirable.
• Demonstrated leadership of senior specialists across investment propositions, strategy, communications or partnerships.
• Strong commercial judgement linking investment capability to wealth penetration, retention, FUM and fee-based revenue growth.

Required skills

• Stakeholder management and influencing, including strategic partnership with ANZ Private Advice leadership.
• Ability to set priorities, delegate and hold teams accountable for end-to-end delivery.
• Strong risk mindset with experience owning value-chain governance and escalating material risks early.
• Outstanding written and verbal communication, confident engaging senior leaders, frontline teams, clients and external partners.

Flexible working arrangements are available, and the application closes on 11 November 2026.