Balaji Gopal

Balaji Gopal Email and Phone Number

Head of Customer Experience, Digital and Partnerships @ Vanguard Australia
Melbourne, VIC, AU
Balaji Gopal's Location
Greater Melbourne Area, Australia
Balaji Gopal's Contact Details

Balaji Gopal work email

Balaji Gopal personal email

About Balaji Gopal

Balaji Gopal is a Head of Customer Experience, Digital and Partnerships at Vanguard Australia. He possess expertise in financial services, strategy, business process improvement, investments, stakeholder management and 34 more skills.

Balaji Gopal's Current Company Details
Vanguard Australia

Vanguard Australia

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Head of Customer Experience, Digital and Partnerships
Melbourne, VIC, AU
Website:
vanguard.com.au
Employees:
681
Balaji Gopal Work Experience Details
  • Vanguard Australia
    Head Of Customer Experience, Digital And Partnerships
    Vanguard Australia
    Melbourne, Vic, Au
  • Vanguard Australia
    Head Of Customer Experience And Digital
    Vanguard Australia Mar 2024 - Present
    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.
  • Vanguard Australia
    Head Of Distribution & Financial Adviser Services
    Vanguard Australia Feb 2023 - Mar 2024
    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.
  • Vanguard Australia
    Head Of Personal Investor (Retail)
    Vanguard Australia Jul 2020 - Sep 2023
    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.
  • Vanguard Australia
    Head Of Product Strategy
    Vanguard Australia Apr 2017 - Jun 2020
    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.
  • Anz
    Senior Manager - Strategic Enablement And Delivery - Anz Wealth Chief Investment Office
    Anz Oct 2013 - Apr 2017
    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.
  • Anz
    Product Development Manager - Investment Products And Platforms, Anz Private Bank
    Anz May 2009 - Sep 2013
    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.
  • Sms Management And Technology
    Snr Management Consultant
    Sms Management And Technology Jan 2006 - May 2009
    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
  • Nab
    Senior Project Manager - Private And Institutional Wealth
    Nab Sep 2008 - Mar 2009
    Worked as a Senior Project Manager for Platform and product development strategy in the Private and Institutional Wealth arm of NAB.
  • Nab
    Business Engagement Partner (Technology)
    Nab 2006 - 2008
    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.
  • Emergency Services (Ambulance & Emergency Dept Interface))
    Lead Consultant (Business Analyst / Project Manager)
    Emergency Services (Ambulance & Emergency Dept Interface)) Dec 2004 - Jan 2006
    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.
  • Honeywell
    Business Analyst / Project Manager
    Honeywell Nov 2001 - Dec 2004
    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

Balaji Gopal Skills

Financial Services Strategy Business Process Improvement Investments Stakeholder Management Business Analysis Equities Risk Management Investment Management Financial Markets Management Wealth Management Portfolio Management Financial Risk Derivatives Governance Banking Relationship Management Private Banking Asset Management Project Delivery Alternative Investments Operational Risk Financial Modeling Wealth Hedge Funds Private Equity Credit Risk Fixed Income Loans Structured Products Business Relationship Management Retail Banking Fx Options Commercial Banking Capital Markets Project Portfolio Management Investment Banking Program Management

Balaji Gopal Education Details

Frequently Asked Questions about Balaji Gopal

What company does Balaji Gopal work for?

Balaji Gopal works for Vanguard Australia

What is Balaji Gopal's role at the current company?

Balaji Gopal's current role is Head of Customer Experience, Digital and Partnerships.

What is Balaji Gopal's email address?

Balaji Gopal's email address is go****@****ail.com

What schools did Balaji Gopal attend?

Balaji Gopal attended Macquarie University, Rmit University, Osmania University, St Patrick High School.

What skills is Balaji Gopal known for?

Balaji Gopal has skills like Financial Services, Strategy, Business Process Improvement, Investments, Stakeholder Management, Business Analysis, Equities, Risk Management, Investment Management, Financial Markets, Management, Wealth Management.

Who are Balaji Gopal's colleagues?

Balaji Gopal's colleagues are Wilson Tai, Alan Belton, Asher Winn, Viknesh K., Neha Agarwal, Naly Chu, Jennifer Dunstan.

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