Balaji Gopal Email and Phone Number
Balaji Gopal work email
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Balaji Gopal personal email
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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.
Vanguard Australia
View- Website:
- vanguard.com.au
- Employees:
- 681
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Head Of Customer Experience, Digital And PartnershipsVanguard AustraliaMelbourne, Vic, Au -
Head Of Customer Experience And DigitalVanguard Australia Mar 2024 - PresentAustraliaLeads 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. -
Head Of Distribution & Financial Adviser ServicesVanguard Australia Feb 2023 - Mar 2024Melbourne, 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. -
Head Of Personal Investor (Retail)Vanguard Australia Jul 2020 - Sep 2023Melbourne, Victoria, AustraliaIn 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. -
Head Of Product StrategyVanguard Australia Apr 2017 - Jun 2020Melbourne, AustraliaIn 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. -
Senior Manager - Strategic Enablement And Delivery - Anz Wealth Chief Investment OfficeAnz Oct 2013 - Apr 2017MelbourneThis 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. -
Product Development Manager - Investment Products And Platforms, Anz Private BankAnz May 2009 - Sep 2013MelbourneProduct 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. -
Snr Management ConsultantSms Management And Technology Jan 2006 - May 2009As 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
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Senior Project Manager - Private And Institutional WealthNab Sep 2008 - Mar 2009Worked as a Senior Project Manager for Platform and product development strategy in the Private and Institutional Wealth arm of NAB. -
Business Engagement Partner (Technology)Nab 2006 - 2008MelbourneSeconded 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. -
Lead Consultant (Business Analyst / Project Manager)Emergency Services (Ambulance & Emergency Dept Interface)) Dec 2004 - Jan 2006MelbourneI 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. -
Business Analyst / Project ManagerHoneywell Nov 2001 - Dec 2004I 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
Balaji Gopal Education Details
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Applied Finance -
Applied Science -
Osmania UniversityCommerce -
St Patrick High School
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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Balaji Gopal
London Area, United Kingdom -
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