Balaji Gopal Email & Phone Number

Melbourne, Vic, Au

Australia

Leads the organisation responsible for setting the strategy and delivering on Vanguard Australia’s customer/member experience and digital agenda to drive client and strategic growth, retention and relationship/service to sales across digital and human channels. Responsible for teams comprising Experience design (XD), Digital platforms, Client services (contact center), Digital Distribution, Partnerships and key client propositions (High Net Worth, Retirement – pre,post and Guidance/Advice) for the Retail and Adviser channel across Investments, Superannuation and Retirement offerings.

Melbourne, Victoria, Australia

- Member of Vanguard's Australian executive team- Leadership of Vanguard Australia’s financial adviser, Institutional and key accounts business and leads the teams responsible for the distribution of Vanguard's managed funds, exchange traded funds, superannuation and platform offerings to advisers.- Leading the buildout of the Vanguard Australia's digital Adviser Direct offering to enable access to Investments and Superannuation- Leadership and Advocacy of Financial Advice, Retirement, Superannuation, Investments and Wealth Management.Skills: Business Strategy, Business Development, Sales, Strategic Planning, Execution of large scale complex programs, Board Relations, Media Spokesperson, Leadership of large cross functional teams.

Melbourne, Victoria, Australia

In this role I head up the direct consumer retail business for Vanguard Australia which includes the build out of a digital investment platform. In this role, I've had responsibility for digital, product, technology, operations, marketing, data analytics and client services (contact center)teams. I’m also a member of Vanguard Australia’s executive leadership team.

Melbourne, Australia

In this role, I led the team responsible for long-term product planning, research, development and implementation of Vanguard’s Funds, ETFs and mandates for retail, adviser and institutional client channels. I worked closely with Vanguard’s global teams in the design and launch of new products, agreeing strategic postures for key product trends as well as implementing changes across Vanguard’s suite of investment products.

Melbourne

This role had broad responsibilities for strategy development for the CIO function, development and refinement of the CIO business operating model, providing oversight and delivery of strategic projects and products and program managing significant cross-functional and cross regional investment initiatives across retail, adviser/intermediary and institutional channels across ANZ Global Wealth.

Melbourne

Product development of a range of investment (traditional alternative Investment Products, platforms) and Trustee solutions for the high net worth and ultra high networth segments of the ANZ Private Bank.

As a management consultant at SMS, I primarily consulted to NAB in a variety of roles incorporating Project/Portfolio Management, Strategy, Solution shaping and Senior Stakeholder management

Worked as a Senior Project Manager for Platform and product development strategy in the Private and Institutional Wealth arm of NAB.

Melbourne

Seconded as senior business engagement partner working on portfolios comprising, Business /Retail Bank , Enterprise Functions (Corporate Development, Office of the CIO) covering technology strategy development, investment planning and project portfolio oversight.

Melbourne

I was lead consultant for a year long management consulting assignment in collaboration with DHS Victoria and NHS UK to streamline patient flow and reduce ambulance response and emergency department wait times using six sigma business improvement methodologies.

I worked on a national facilities management (Honeywell)and biomedical management services (GE Bio Medical Services) contract to the largest hospital chain (Mayne/Affinity hospitals). This role involved business and financial analyis, project management, contract management and oversight and leading, implementing identified sigma process improvement initiatives.Certified Six Sigma Greenbelt certification from Honeywell

Masters, Applied Finance

Masters, Applied Science

B.Com, Commerce

Education record