The posting
Job Description
Bring your expertise to an industry with purpose, scale and global impact.
At MUFG Pension & Market Services, your expertise in business analysis, process improvement, product ownership and financial advice technology can translate into meaningful work supporting better retirement outcomes for Australians.
As Senior Business Solutions Lead, you’ll play a key role within Retire360, taking ownership of advice systems, processes and technology-enabled improvements. You’ll work across Advice, Product, Operations and Technology to simplify how work gets done, improve adviser and client experiences, and turn complex business problems into practical, scalable solutions.
You don’t need to be a superannuation specialist. We’re particularly interested in people who understand financial advice technologies and processes and can combine strong business analysis capability with process improvement and product ownership experience.
What you’ll be doing
- Own and help manage advice systems and products, working with business and technology stakeholders to ensure they continue to meet adviser, client and operational needs.
- Lead end-to-end analysis of adviser, client and operational processes, documenting current-state workflows and designing practical future-state solutions.
- Identify opportunities to simplify processes, remove manual activity and improve workflows through automation, AI and technology enablement.
- Translate complex business problems into clear requirements, process designs, business rules and scalable technology-enabled solutions.
- Apply your product ownership mindset to prioritise improvements, shape capability roadmaps and ensure solutions address the underlying business problem.
- Lead discovery sessions and workshops across Advice, Product, Operations, Technology, Risk and Compliance, challenging existing processes and building alignment around future-state solutions.
- Support solutions through the full lifecycle, including discovery, design, requirements, testing, operational readiness, implementation and post-implementation optimisation.
- Define measures of success and track benefits such as improved adviser experience, reduced manual effort, increased capacity, faster turnaround times and reduced operational risk.
What we’re looking for
You’ll bring a combination of business analysis, process improvement and product ownership capability, ideally gained within financial advice, wealth management or a related technology environment.
You will also have:
- Demonstrated experience as a Business Analyst, Product Owner, process improvement specialist or business solutions professional, ideally operating on complex or cross-functional initiatives.
- Experience with financial advice technology, such as Xplan or comparable financial planning, CRM, workflow or case-management platforms.
- Strong capability in process mapping, process documentation, requirements definition, workflow design and current-state/future-state analysis.
- Experience owning or managing business systems or technology-enabled products and working closely with Product, Technology and operational teams.
- A track record of identifying process inefficiencies and delivering practical improvements through simplification, automation or technology.
- Strong stakeholder management and facilitation skills, with the confidence to challenge existing practices and influence senior stakeholders.
- A practical technology mindset and an interest in tools such as Power Platform, Power Automate, AI and generative AI to solve real business problems.
- Experience working in regulated financial services would be advantageous, but previous superannuation experience is not essential.
Some of our Employment Benefits
- Flexible Working – hybrid model enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
- Novated Car Leasing
Culture at MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
How to apply
Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
About Us
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
