Total 8 relationship manager job vacancies in Others category in Australia

We have a newly created opportunity available in our Retirement and Wealth business as a Retirement Growth Manager. Reporting to the General Manager, Retirement and Wealth you will be responsible for developing deep relationships with new and existing partners to TAL as well as consultants and other market participants.

This is a client facing role with key stakeholder management and relationship building accountabilities. You will play a critical role in proactively and effectively managing the delivery of high-quality engagement to our prospects and other market players.

In this role you will: 

• Deeply understand TAL’s strategy and retirement proposition in the industry
• Tailor and showcase TAL capabilities, proposition, and people to audiences/funds depending on their needs and objectives
• Proactively identify and build relationships with new retirement and investment opportunities in the industry fund and retail/platforms segments
• Gather and document market intel on an ongoing basis and provide reporting on this and pipeline activity
• Devise the retirement partnerships strategy for approval by the senior leadership team
• Document and execute a structured 12-month calendar of business development activity to be updated on an ongoing basis
• Understand market challenges and represent TAL as a market leader in thought leadership and solution development
• Support the ongoing development and implementation of initiatives and projects to enhance service delivery for our partners
• Lead new business tender responses, using the intel obtained through engagement to develop the win themes and ensure a leading submission is provided
• Take full accountability for delivery of the tender response on time, building a bid team across the TAL business

This role is ideally suited for that candidate who is looking to take the next step in their career and has Head of Tax in their sights. Senior Tax Manager roles in TAL are required to be able to work across all portfolios and tax subject areas and should expect to work across various of these from time to time. However, each role will have a key point of focus and provide back up to other areas.

The Senior Tax Manager - Indirect Tax, in TAL acts as a trusted partner to leaders across the TAL business, accountable for providing accurate, complete and timely advice that deliver commercially sound, and compliant, solutions which focus on Indirect tax matters. This role is key in driving compliant outcomes with our key stakeholders and influencing commercial initiatives. The role requires the individual to take accountability for setting compliant requirements that other areas maybe required to meets these requirements. The role then requires the individual to take accountability for auditing compliance against the requirements and influencing areas outside of the tax function to take accountability for the execution of the requirements.

Incumbents in this role use their professional knowledge to deliver high impact advice across Finance, and TAL more broadly, and are expected to provide advice on the achievement of key commercial objectives, providing advice that influences commercial decisions that TAL needs to address which focus on Indirect tax matters.

The Senior Tax Manager -Indirect Tax role ensures:

• All Indirect tax matters relating to the TDA Tax group are dealt with in accordance with the law and are accurately recorded and reported,
• Indirect tax impacts upon customers and policyholders are accurate and correct,
• Implications of new tax laws and other compliance requirements are understood, planned for and implemented and business leaders are aware of their obligations in relation to these
• TAL is well represented in relevant external bodies and with associated regulatory and other compliance bodies.

The Senior Tax Manager - Indirect tax, is also accountable for ensuring the implementation of policies, processes, calculations, models, procedures, and compliance obligations, especially in respect of governance, risk management and documentation relevant to all TAL Business Units. The role ensures the provision of accurate and timely advice to the business and developing and enhancing relationships with stakeholders throughout TAL and with external parties, such as the ATO and State Revenue Authorities. The Senior Tax Manager - Indirect tax is accountable for enhancing existing processes and continually improving the level of support provided to the TAL business with a particular focus on various strategic programs focusing on Indirect tax matters. This role is expected to oversee the work of the Tax Analysts, and other junior staff who may support Tax from time to time, who support the deliverables of the Tax Team, providing coaching and training as required to ensure the capability development of all team members.

Key Accountabilities:

Business (revenue) related tax accountabilities:

• Manage tax risk end to end throughout the Business in accordance with the TAL Risk Governance Framework as it relates to Indirect tax.
• Be responsible for and accountable for setting requirements for the business to execute that are designed to ensure compliance against tax law. This means not providing interpretations of the law but rather gain an understanding commercial and operational process and based on these facts provide the business with purpose-built requirements that when executed will ensure compliance with the law. The role is then required to update these requirements as regulations change
• Ensure the TAL Group has robust systems, processes and controls in place to meet all regulatory and customer tax compliance obligations
• Advise and partner with TAL Business Unit leaders on matters such as:
  • Goods & Services Tax
  • Stamp Duty
  • Fringe Benefits Tax
  • Advisory support in relation to various Payroll initiatives including but not limited to State Tax changes and global mobility proposals.
  • New product set up and ensuring efficient and compliance tax outcomes are considered.
• Drive indirect tax outcomes, particularly in relation to duty, when it comes to new products strategic developments. You will be seen as a key stakeholder that is capable of having discussions and leading implementation efforts in this regard. You will be able to work autonomously and escalate where required.
• Active engagement with key Regulators to ensure TAL is compliant and is operating within its Tax Risk Governance Framework. You will be able to drive audit engagements and feel confident to have hold such discussions independently.
• Explain the tax position to internal and external stakeholders, at all levels, and show a clear means of substantiating the position. Your advice will be able to be easily understood and implemented.
• Manage internal and external audit reviews where applicable.
• Provide accurate, complete and timely tax advice and services on a range of topics in support of commercial decisions with a focus on Indirect taxes
• Implement news systems and processes and manage the integration of a new tax function for newly acquired businesses as required

Corporate related tax accountabilities:

• Manage tax risk end to end throughout the Business in accordance with the TAL Risk Governance Framework
• Provide expert advice on matters related to Indirect tax (incl., GST, FBT, Stamp Duty)
• Ensure the accurate provision of a range of compliance deliverables for the TDA group
• Ensure the TAL Group has robust systems, processes and controls in place to meet all regulatory and customer tax compliance obligations
• Ensure that current tax models and calculators are fit for purpose
• Management of relevant returns, compliance and reporting requirements ensuring the engagement of internal and external stakeholders (incl GST, FBT, Payroll Tax support, Stamp Duty, and others where required)
• Manage the external auditors in relation to their tax reviews

Lead a team of Claims Consultants and Service Officers to deliver exceptional claims handling and a market-leading customer experience. This role focuses on:

• Ensuring strong operational disciplines, portfolio management, and stakeholder engagement while managing risk and compliance.
• Driving a culture of process improvement and embedding best practices in claims handling.
• Resolving escalated issues and delivering outcomes aligned with TAL’s Claims Philosophy.
• Contributing to key projects and maintaining up-to-date knowledge of industry guidelines, processes, and policies.

Make a real impact by leading with excellence and fostering continuous improvement.

As part of the Line 2 Risk Office, you will work in a diverse and varied capacity to continue to uplift risk management capabilities at TAL.

This role is responsible for the oversight of TAL’s financial risks including the management of the Risk Appetite Statement, ICAAP Summary Statement, Recovery Plan and other risk policies and frameworks. You will work closely with business and actuarial teams to
provide advice and oversight to strengthen financial and insurance risk governance and play a key role in overseeing product sustainability for TAL’s existing and new businesses.

• Provide risk and compliance advice, insights and challenge to support the embedment of the Risk Management Framework with a focus on financial risks.
• Lead the design, implementation and maintenance of the Risk Appetite Statement and the Recovery Plan.
• Partner with the Capital team to enhance and challenge the Internal Capital Adequacy Assessment Process (ICAAP) framework.
• Provide insights and coordinate the development of stress scenarios.
• Establish strong relationships with business stakeholders to embed and increase awareness of the Risk Management Framework.
• Provide risk advice on projects relating to the financial risk portfolio.
• Conduct reviews on emerging risks and other focus areas.
• Present the outcomes of reviews to senior management and at Board or committee meetings.
• Provide guidance and support to direct report and other members of the broader Risk Office.

This role is pivotal in leading a team of Claims Consultants, Claims Service Consultants, and Officers to deliver an outstanding claims experience, in line with TAL's claims philosophy, procedures, and risk management framework.

You will focus on delivering a market-leading customer experience while effectively managing risk and ensuring regulatory compliance. This will be achieved through strong operational discipline, portfolio management, stakeholder engagement, and building capability within the team. Additionally, you will handle escalated issues and customer complaints, ensuring outcomes that align with TAL's claims philosophy.

Key Responsibilities:

• Champion Process Improvement: Drive localized process enhancements and lead effective change management initiatives to embed improvements within the team, ensuring best practices in claims handling.
• Contribute to Strategic Projects: Support departmental and company-wide projects as required, ensuring alignment with TAL’s goals.
• Stay Informed: Keep up-to-date with life insurance guidelines, processes, and policy changes, ensuring our claims handling and service approach reflects industry best practices and TAL’s standards.
• Ad-hoc Duties: Perform other tasks as required to support the team and the business.

The role is responsible for leading a team that delivers end-to-end remediations as a result of risk related incidents along with supporting
projects across the business as a result of remediation incidents.

You will work closely with key stakeholders to ensure remediation
incidents are progressing with appropriate input and oversight. You will ensure that remediations are managed in a timely manner aligning
with TAL’s Customer philosophies within the risk management framework and Enterprise Remediation Guiding Principles.

In this role you will: 

• Ensuring delivery of remediation incidents in line with TAL’s Enterprise Remediation Guiding principles and risk framework.
• Defining roadmap of Remediation activities in consultation with impacted teams and stakeholders which requires effective prioritisation, resourcing requirements and understanding of customer impact.
• Building strong relationships with leaders across the business to ensure that support can be provided when required.
• Developing and leading Remediation direct reports.
• Ensuring root cause analysis of incidents is completed effectively and appropriate strategic and tactical solutions are implemented with key stakeholders.
• Working with Line 1 Risk team to ensure adequate visibility of all items identified requiring remediation and due dates for any assigned actions met.

The TAL Partnerships team is a team focused on ensuring our superannuation partners receive excellent service across their relationship with TAL. We have a permanent opportunity available as a Partnership Manager working within the Major Accounts Portfolio.

Reporting to the General Manager, Partnerships, and Industry Funds, you will support the relationship with Tier 1 clients, manage operational and strategic account plans while maintaining strong stakeholder relationships across peers at TAL.

In this role you will: 

• Deliver high quality services to clients in accordance with our administration agreements, other contractual or stated commitments
• Maintain strong and effective stakeholder relationships across peers at TAL to ensure that the enterprise is able to deliver on our client commitments
• Understand TAL’s strategy at an Enterprise level and awareness of relevant matters in other Life Insurance Channels
• Maintain operational and strategic account management plans
• Respond to queries where answer is clearly stated within existing policy documentation
• Respond to queries where basic interpretation is required or precedent is available to draw upon, otherwise refer to a more senior member of staff where interpretation is required
• Provide/review initial drafting of Policy Document Changes
• Work with clients and internal peers in relevant operational areas to design and implement required changes to operational process

We have an opportunity to join TAL as a Partnership Manager. Reporting to the Head of AMP Partnership, this is a client facing role that has the responsibility for managing TAL’s partner insurance arrangements and relationships. You will play a critical role in proactively and effectively delivering high-quality services in line with our administration agreements, other contractual or stated commitments and value add offerings.

In this role you will: 

• Be responsible for the delivery of high-quality services to clients in accordance with our administration agreements, other contractual or stated commitments
• Maintain strong and effective stakeholder relationships across peers at TAL to ensure that the enterprise can deliver on our client commitments
• Maintain operational and strategic account management plans
• Report and monitor on adherence to Service Level Agreements
• Respond to queries where answer is clearly stated within existing policy documentation
• Respond where basic interpretation is required or precedent is available to draw upon, otherwise refer to a more senior member of staff where interpretation is required
• Provide/review initial drafting of Policy Document Changes
• Work with clients and internal peers in relevant operational areas to design and implement required changes to operational process