David Wallace Email & Phone Number

Auckland, New Zealand

The New Zealand Anglican Church Pension Board operates superannuation schemes for clergy and employees of the Anglican Church and other religious charitable organisations and a KiwiSaver scheme aimed at people associated with Christian organisations. The Board is Corporate Trustee, Administrator and Investment Manager of the schemes.The Board is the Trustee of various trust funds available to assist Anglican clergy and their surviving spouses in times of need and for other specified purposes (e.g. health costs).

Every year Scouts NZ helps 16,000 young people in New Zealand enjoy new adventures; to experience the outdoors; interact with others, gain confidence and have the opportunity to reach their full potential.Working alongside our youth members are thousands of adult volunteers, with a huge variety of roles and opportunities available.There are four key cornerstones in the SCOUTS Movement, which are all realised through an outdoor experience including; outdoors, community, personal development and new experiences. There is no other organisation quite like SCOUTS in New Zealand.The programmes that we offer cater to the boys and girls development in the physical, emotional, spiritual and mental aspects of their lives in an appropriately safe environment where they are encouraged to be themselves, work together and thrive.Our Purpose and VisionWe empower youth through adventurous experiences to lead lives that make a positive difference.Our vision is that in 2025, more than 25,000 youth will enjoy scouting adventures. They will come from every background with a place for all, shape their own experiences and make a positive difference for New Zealand.

Auckland, New Zealand

Auckland, New Zealand

A senior financial services leader with over 15 years of experience across all aspects of financial services. A broad range of experiences across many business areas including leading strategic business change and cornerstone client management provides a blend of relationship management, strategic leadership along with focussed and pragmatic application of industry knowledge. A focus on building and leveraging strong relationships, leading with an effective and engaging style and the commitment, drive and energy to deliver practical and valued customer outcomes. A strong contributor to the financial service industry with roles across Workplace Savings and the Financial Services Council including as Deputy Chair (WPS) and Strategic Research Committee Chair (FSC). More broadly holds board roles for the Anglican Church Pension Board, Scout Association of NZ (Deputy Chair) and Broadway Dreams (Chair). Specialties:Strategic Relationship and Stakeholder ManagementLeadership & CollaborationWealth Management including KiwiSaver and Workplace Savings

Auckland

David oversees the management, development and cash flow activities of the AMP Contemporary Wealth management products including;- the ongoing product management activities for KiwiSaver, NZRT and e-invest products and the Wealthview platform- managing cashflow and P&L outcomes from products to ensure that, through the distribution channels, financial and market share targets can be met- ensuring that the strategic, legislative and operational risks to the contemporary wealth management business are fully understood and mitigated- supporting the delivery of thr FMCA regime for products and leveraging opportunities from market disruption. Key achievements to date:- Delivery of Discretionary Investment Management Service (DIMS) proposition- Transition of product set into FMCA regime

Auckland

As Head of Wealth Management Transformation David was responsible for managing the strategic transformation of the Wealth Management Business through ownership of a business transformation programme to ensure the delivery of a streamlined Wealth Management proposition and developing an understanding of market trends and customer future needs to develop a future state customer proposition for the Wealth Management businessKey achievements included:- AMP reappointed as a KiwiSaver default provider and repositioned value proposition relative to key competitors- Led first merger of two default KiwiSaver schemes including managing regulator interaction and client engagement activities- Merger of AMP corporate superannuation propositions including enhancement of go forward product offering

Auckland

Auckland

Responsibilities:• Lead, inspire, coach and develop the Corporate Superannuation team • Cashflow and P&L performance of the Corporate Superannuation business• Oversee the Corporate Superannuation relationships, mandate and tender processes• Identifying and acting on Corporate Superannuation growth opportunities• Build and leverage cross functional relationships to ensure delivery of AMP’s products and services• Understand and manage strategic and operational risks to the businessAchievements:• Top quartile employee engagement and leadership ratings • Implementation of KiwiSaver customer contact strategy resulting in increased engagement• Exceeded Cashflow targets • Presenter and facilitator for Industry forums

Auckland

Responsibilities:• Manage existing client relationships and implement strategy to grow customer base• Lead, inspire, coach and develop the Workplace Savings team• Provide support to distribution partners to increase cashflow and customer retentionAchievements:• Retention and growth of all major client• New organisation design implementation• Development and delivery of training and development programme for key distributors

Wellington/Auckland

Auckland

Workplace Savings NZ Incorporated (Workplace Savings) is "the Voice of Workplace Savings" in New Zealand. Workplace Savings is a national, not-for-profit, apolitical membership organisation that represents the interests of employers who offer workplace retirement savings schemes, their trustees & members, as well as superannuation industry service providers including KiwiSaver, and professional advisers.Our membership embraces all types of workplace superannuation schemes (public & corporate, union-sponsored & industry-based), and KiwiSaver, as well as employers and service providers to the workplace savings industry.

Wellington

Wellington

Responsible for various Accounting and Unit Pricing processes including:- wealth management product unit pricing- reconciliations- inter-company acocunting- key supplier relationships and consolidated invoicing

Mba, Business Adminstration

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