Bill Drakopoulos Email & Phone Number

Melbourne, Vic, Au

Melbourne, Australia

• Co-ordinate the development and delivery of Praemium’s Managed Accounts product roadmap.• Working closely with the Product, Sales and IT teams in an agile environment to identify and scope product improvement opportunities, and the Marketing and Sales teams to launch and promote new products and features.• Define a vision for the product through developing a product roadmap that responds to the needs of our key clients, regulatory and technology changes and establishes Praemium as the leading managed accounts provider in the market• Research competitor products (in terms of pricing, feature and functionality gaps) and quantify the market potential, including completion of financial analysis of the product's cost and margin• Identify and evaluate suppliers of financial product custody, execution and data services that are used as part of the overall product offer • Work with the distribution partners, the sales team, suppliers and other stakeholders to document user stories, research user behaviour and needs, evaluate features based on analysis of primary and side use cases, and make recommendations re features and their priority for delivery• Challenge traditional approaches to customer problems by proposing alternative approaches to meet customer needs that leverage and extend the unique advantages of Praemium's platform • Coordinate the design and development of a compelling product with the right product market fit using lean/agile methodology• Work closely with cross-functional agile teams of developers, business analysts, testers, UI designers, Marketing and Sales to find best solutions for building the product, taking it to market and enhancing it on an ongoing basis

Melbourne, Australia

• Managing the financial services product insurance portfolio• Oversee end to end product lifecycles to ensure expected commercial and customer outcomes are achieved• Developing and executing short to mid-term product strategies using agile development methodologies to deliver key customer and financial objectives• Manage issues, maintain policies, support service standards and observe business rules relating to product development• Partner with Sales and Marketing teams to make product-related decisions and identify sales opportunities• Enhance existing product and service offerings• Product P&L accountability - Provide financial forecasting, budget management and reporting for respective products• Utilise and leverage existing assets and resources to extract maximum value from existing product and service offerings• Lead the development and presentation of commercial business cases to both extend current product capability as well as for innovative solutions within changing market dynamics• Accountable for margin and cash flow analysis relating to existing and new product and service offerings• Experience in business development – including customer negotiations, bids, contracts and joint business reviews• Knowledge of the industry, trends and competitive landscape• Deep understanding of the product levers that drive profitability and cost structure

Melbourne, Australia

- Responsible for designing, developing and manufacturing new direct-to-consumer products for AMP- Responsible for setting the strategy for the direct to consumer market and ensuring I have support from the head of product and GM- New direct to consumer life insurance product launched from idea, business case to implementation- New direct to consumer Funeral product launched from idea, business case to implementation with third party- Managing relationships with external organisations including CGU, SWANN Insurance, Australia Post- Developing the sales strategy for the channel direct-to-consumer channel

Melbourne, Australia

- Personally delivered the wholesale strategy for the Navigator platform including pricing and positioning in the market the executive team- Developed the Navigator SMSF strategy and partnered with industry specialists to position the Navigator platform as the core investment platform for our SMSF offer to the market- Conducted training for BDMs to bring them up to speed with the new strategy and how to identify opportunities for both wholesale platforms (Badges) and SMSF advisers- Headed up discussions with 3 dealer groups regarding wholesale badging opportunities

Melbourne, Australia

Distribution Development New Accounts- Personally introduced and worked with over 80 new dealer groups for Aviva- Worked with each dealer group on various initiatives ranging from, sponsorships, marketing, strategies, preferred provider arrangements (rebates), badging/wholesale deals, strategic equity stakes.- Deals with over 40 dealer groups including 2 equity stakes- Exceeded sales targets two years running achieving 140% and 153% of inflow targets- Negotiated sponsorship agreements and volume bonus deals- Worked closely with key advisers and practice principals to achieve sales targets- Provided support to BDMs on new initiatives and presentations- Provided support for 20 major dealer groups which involved attending conferences, preparing presentations and presenting on various topics including product enhancements and future trends- Worked on and implemented strategy for the National Account Development team- Personally handled all stock-broker relationships with Aviva, including supplier relationships and new market opportunitiesNew Channels- Championing new initiatives through the business including SMA’s and IMA’s.- Managing both internal and external relationships. Ensuring things keep moving forward.- Worked closely with advisers from a Brisbane based dealer group to personally deliver an online low-doc insurance product within Aviva- Delivered this project in 4 months in an environment of limited resources and other priorities. Worked as the Sales lead, Project Manager, assisted the Product Manager, Business Analyst, UAT Manager and Marketing Manager to deliver this project.- Worked on all Risk and Platform tenders for Aviva, including, responding to all request for information documents; delivering presentations to board members; negotiating deal with external groups; handling legal agreements; executing agreements and servicing the dealer groups.

Melbourne, Australia

- Managing the investment products of State Trustees including, Preparing performance reports for the board; Direct contact for all investment fund managers; Regular meetings with heads of the investment managers to negotiate agreements and manage the approved product list- Managing a team of 2 analysts- Quarterly Board Papers- Delivery of the quarterly Investment Committee papers to the Board- Projects- Establishing a project team for the Investment Strategy Review project- Transitioning the RE of 7 Management Investment Schemes- Reviewing internal operational functions with a view to outsourcing- Moving from passive management of the funds to active management-- Issuing a Request for tender to relevant third party supplies for both Asset Consultant services and Operational services.- Service Level Agreements reviewed- PDS including rollovers and updates

Melbourne, Australia

Achievements - Product Investment Options - Direct Equities- Introduced direct equities onto the Navigator investment platform including investment and superannuation products- Designed the front end trading screens for customers (advisers)- Personally introduced instalment warrants and other security types onto the investment platform- Expanded the list of shares on the retirement platform from the ASX200 to the ASX300- Delivered SMSF offer to clients on the investment platform- Partnered with 3 external organisations to build a SMSF offer & introduced trading functionality to Trustees of SMSF- Designed Navigator’s Multi Broker System- Designed new multi broker system (leading edge electronic interface)- Managed relationships with the key stock broking firms in the countrySuccessful Business Cases- New Separately Managed Account (SMA) initiative- Multi broker business case signed off- Working through solutions with senior executivesProduct Manager Responsibilities- Managing Navigator’s Investment & Retirement Products including the Navigator Personal Investment Plan (IDPS) and Navigator Personal Retirement Plan- Managing Investment options including bundled Pre-Select Multi Manager products- Responsible for the Navigator Share Service / Navigator Cash Service / Navigator Income Trust- Responsible for the direct product management of direct equities on the platform – superannuation and investment including Corporate Actions- Responsible for the Self Managed Superannuation Fund strategy- Annual rollovers and issuing supplementary PDS documents- Adhering to the due diligence process - Cost Centre Management Team Management- Managing an effective team of Assistant Product Managers - Ensuring Performance KRAs are completed - Mid-year and Annual reviews are completed External Parties- Managing agreements with external parties - Managing key relationships with external parties - Negotiating agreements, terms and conditions & SLA's

Bachelor Of Economics

Financial Planning And Services

Activities and Societies: Diploma of Financial Services (Financial Planning)