Jonathan Green Email and Phone Number
australia
Jonathan Green's Location
Greater Sydney Area, Australia
Jonathan Green's Contact Details
Jonathan Green work email
- Valid
Jonathan Green personal email
n/a
About Jonathan Green
Jonathan Green has over 35years’ experience, within the Australian financial services industry, having worked in the private, not for profit and public sectors.He is Fiducian's General Manager Superannuation and is responsible for all aspects of the successful operation of Fiducian’s flagship superannuation offering, the Fiducian Superannuation Service (FSS). The General Manager Superannuation is intrinsic to the operation of the group corporate Trustee, Fiducian Portfolio Services Limited (FPS), in delivering on members best financial interest, supporting the Trustees and meeting regulatory obligations.Jonathan was most recently responsible for strategic relationship management and service delivery for NAB Asset Servicing (NAS) Clients whose businesses span: insurance, superannuation, asset and wealth management. Managing a team of Account managers (Sydney\Melbourne) this position encompassed strategic growth Clients within the segment including responsibility for Client satisfaction, Client retention, engagement, project delivery, commercial outcomes and operational risk measures. NAS announced it was winding down in 2022.Previously to this as General Manager Investment Implementation and Operations at TCorp Jonathan was responsible for the operational activities that supported TCorp’s A$90bn FUM. He was the TCorp executive sponsor of the largest custody consolidation project in the Australian markets history to date.Prior to this, Jonathan was General Manager Investments, leading TCorp’s Investment Function, which comprised of the Multi Manager TCorpIM Funds (A15bn) and Cash & Fixed Income team (A10bn). Jonathan was a key figure in the establishment of AMP’s Custody business (acquired by BNP Paribas Securities Services) including the concept for establishment of this business, preparation of the foundation business case and product specifications, the marketing of the business to potential Clients, and implementation of operational infrastructure, operating model as well as relationship management.
Jonathan Green's Current Company Details
Jonathan Green Work Experience Details
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General Manager SuperannuationFiducian Group Limited Nov 2024 - PresentSydney, New South Wales, Australia
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Head Of Account Management (Superannuation And Asset Owners) - Nab Asset ServicingNational Australia Bank Sep 2018 - Dec 2023Sydney, AustraliaThis position is responsible for strategic relationship management and service delivery for key NAB Asset Servicing (NAS) Clients whose businesses span: general insurance, superannuation, life insurance, asset management and wealth management. It encapsulates delivering investment operating model design, capability uplift identification, operational optimisation frameworks and efficiency payoff pathways for NAS Clients are also core elements of this role. This role is included in the extended… Show more This position is responsible for strategic relationship management and service delivery for key NAB Asset Servicing (NAS) Clients whose businesses span: general insurance, superannuation, life insurance, asset management and wealth management. It encapsulates delivering investment operating model design, capability uplift identification, operational optimisation frameworks and efficiency payoff pathways for NAS Clients are also core elements of this role. This role is included in the extended leadership team as well as the sales and relationship leadership team and has client satisfaction, product, revenue targets, cost budget and operational risk accountabilities. The position also had accountability for the Melbourne based Client Services team including engagement outcomes and service delivery metrics. Show less -
Jonathan Green - General Manager, Investment Implementation And OperationsNsw Treasury Corporation Jun 2015 - Jul 2018This role was created as a result of the NSW Government’s funds management amalgamation initiative in 2015. The General Manager of TCorp’s Investment Implementation and Operations team is responsible for the investment implementation and operational activities that support TCorp’s A$90bn funds management activities and is a peer of the Chief Investment Officer. The General Manager Investment Implementation and Operations and the Chief Investment Officer are accountable for the majority of… Show more This role was created as a result of the NSW Government’s funds management amalgamation initiative in 2015. The General Manager of TCorp’s Investment Implementation and Operations team is responsible for the investment implementation and operational activities that support TCorp’s A$90bn funds management activities and is a peer of the Chief Investment Officer. The General Manager Investment Implementation and Operations and the Chief Investment Officer are accountable for the majority of TCorp’s funds management outcomes.Core accountabilities of this role include maintaining contemporary investment operations best practice and architecture, managing the deployment of capital to investment strategies, risk analytics, performance reporting, data integrity, mandate monitoring, fund operations, unit pricing oversight, investment client reporting, fund manager operational due diligence and compliance. The role is also responsible for Master custody relationship and the incumbent was the executive sponsor of the largest custody consolidation project in the Australian markets history, to date (2016).This daily operating rhythm of the team includes oversight of in excess of 200 portfolios, 43 managed funds, 63 unit prices and a range of client contractual deliverables. Show less -
General Manager InvestmentsNsw Treasury Corporation Apr 2013 - Jun 2015The General Manager Investments was accountable for the Investment outcomes and Investment function at TCorp which incorporates both In-house Cash and Fixed Income portfolio activities/management as well as the TCorpIM Multi-Manager outcomes. These services are undertaken by TCorp on behalf of 150 clients with $22 billion FUM across a diverse range of asset classes. The role had investment return generation and performance outcomes against benchmarks as a key performance indicator. … Show more The General Manager Investments was accountable for the Investment outcomes and Investment function at TCorp which incorporates both In-house Cash and Fixed Income portfolio activities/management as well as the TCorpIM Multi-Manager outcomes. These services are undertaken by TCorp on behalf of 150 clients with $22 billion FUM across a diverse range of asset classes. The role had investment return generation and performance outcomes against benchmarks as a key performance indicator. The General Manager Investments was also one of the TCorp leads for the integration of the NSW Government’s funds management amalgamation initiative, which included accountabilities for the associated contract negotiations, team functional design, implementation strategy, capability proving and benefits realisation identification. This role was also accountable for the migration of activities from other government agencies (inclusive of people, processes and technology) to TCorp. Show less
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Head Of Investment ManagementNsw Treasury Corporation Oct 2005 - Apr 2013The Head of Investment Management was responsible for the $12 bn multi- manager TCorpIM products and team. This was a Business Group manager role with key accountabilities including: strategy, product profitability, investment performance, custody and investment manager relationships, investment manager appointment and termination, transition management, asset consultant relationship, supporting client servicing and sales team, investment committee member and accountability for all team… Show more The Head of Investment Management was responsible for the $12 bn multi- manager TCorpIM products and team. This was a Business Group manager role with key accountabilities including: strategy, product profitability, investment performance, custody and investment manager relationships, investment manager appointment and termination, transition management, asset consultant relationship, supporting client servicing and sales team, investment committee member and accountability for all team operations inclusive of unit pricing integrity and product compliance. The role had investment return generation and performance outcomes against benchmarks as a key performance indicator. Show less
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Manager Member ServicesAustralian Catholic Superannuation Oct 2004 - Oct 2005The Manager Member Services was responsible for Fund marketing, digital presence, product competitiveness, member communications and member education. This role also included responsibility for implementing member retention and growth programs as well as accountability for key operational and budgeting functions associated with self administration. The incumbent formulated and drove the implementation of a Fund financial planning solution together with a multiple State member seminar programme.… Show more The Manager Member Services was responsible for Fund marketing, digital presence, product competitiveness, member communications and member education. This role also included responsibility for implementing member retention and growth programs as well as accountability for key operational and budgeting functions associated with self administration. The incumbent formulated and drove the implementation of a Fund financial planning solution together with a multiple State member seminar programme. The position reported to the Chief Executive, was a key contributor to Fund strategy and member of the executive committee. Show less -
Head Of Sales And Relationship ManagementBnp Paribas Securities Services (Acquired Cogent Investment Operations ) Sep 2003 - Aug 2004The Head of Sales and Relationship Management was responsible for all sales and relationship management activities in Australia and New Zealand as well as marketing, product positioning, servicing of consultants and targeted media relationships. The role was accountable for the revenue budget, Client growth targets and client experience outcomes of the associated master custody business. The Incumbent was a member of the executive team, reporting to the Managing Director and key… Show more The Head of Sales and Relationship Management was responsible for all sales and relationship management activities in Australia and New Zealand as well as marketing, product positioning, servicing of consultants and targeted media relationships. The role was accountable for the revenue budget, Client growth targets and client experience outcomes of the associated master custody business. The Incumbent was a member of the executive team, reporting to the Managing Director and key contributor to the organisation’s strategic direction. Transversal reporting line to the Global Head of Sales and Relationship Management (UK). Show less
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Head Of Client ServicesCogent Investment Operations (An Amp Group Company) Feb 2001 - Sep 2003The Head of Client Services was responsible for all master custody relationship management activities as well as the service delivery to third party clients and AMP Life/ AMP Capital. Key service delivery accountabilities encapsulated unit pricing, investment taxation, investment accounting, investment performance, valuation preparation and mandate compliance services to clients and their stakeholders e.g. consultants, auditors, etc. A key deal team participant in the divestment by AMP of… Show more The Head of Client Services was responsible for all master custody relationship management activities as well as the service delivery to third party clients and AMP Life/ AMP Capital. Key service delivery accountabilities encapsulated unit pricing, investment taxation, investment accounting, investment performance, valuation preparation and mandate compliance services to clients and their stakeholders e.g. consultants, auditors, etc. A key deal team participant in the divestment by AMP of the business to BNP Paribas Securities Services.The incumbent was a member of the executive team, reporting to the Managing Director and contributor to the organisation’s strategic direction. Director of a number of AMP Group subsidiaries and Responsible Officer. Show less
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Interim Managing DirectorAmp Investment Administration Sep 2000 - Feb 2001The Interim Managing Director was required to ensure business continuity and momentum upon the departure of the Managing Director of AMP Investment Administration. Accountable for the entire Australian and New Zealand operations, business metrics, service delivery to AMP Life/AMP Capital and external Clients as well as new business growth targets. A key component of this role was to integrate the Australian and New Zealand business units into a global operating framework. This role… Show more The Interim Managing Director was required to ensure business continuity and momentum upon the departure of the Managing Director of AMP Investment Administration. Accountable for the entire Australian and New Zealand operations, business metrics, service delivery to AMP Life/AMP Capital and external Clients as well as new business growth targets. A key component of this role was to integrate the Australian and New Zealand business units into a global operating framework. This role reported to the Global Head (UK). Responsible Officer and Director. Show less
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Head Of Client Services/ Manager Client ServicesAmp Investment Administration May 1995 - Sep 2000These roles were created with the introduction of AMP Investment Administration’s Master Custody business. It involved significant participation in the establishment of this business, preparation of the foundation business case and product specifications, the marketing of the business to potential clients, completion of tender documentation and implementation of operational infrastructure as well as relationship management responsibility.The breadth of these roles also encapsulated the… Show more These roles were created with the introduction of AMP Investment Administration’s Master Custody business. It involved significant participation in the establishment of this business, preparation of the foundation business case and product specifications, the marketing of the business to potential clients, completion of tender documentation and implementation of operational infrastructure as well as relationship management responsibility.The breadth of these roles also encapsulated the delivery of unit pricing, investment taxation, investment accounting, investment performance, portfolio valuations and mandate compliance services to third party Clients. Show less
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Investment Operations / Fund Accounting / Fund And Product AdministrationAmp May 1987 - May 1995Positions during this period included multiple senior accounting and operational roles supporting service delivery to clients of accurate accounting, taxation, performance and reporting data for separately managed portfolios, managed funds and life funds. This included responsibility for liaising with fund managers and clients.
Frequently Asked Questions about Jonathan Green
What company does Jonathan Green work for?
Jonathan Green works for Fiducian Group Limited
What is Jonathan Green's role at the current company?
Jonathan Green's current role is General Manager Superannuation at Fiducian.
What is Jonathan Green's email address?
Jonathan Green's email address is jo****@****.com.au
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Jonathan Green
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Jonathan Green
Strategic Growth Consultant | Workplace Advisory & Research | Dfx < Circular Systems In The Built EnvironmentRichmond, Vic3outlook.com, mmoser.com, collectiveconvergence.onmicrosoft.com2 +614035XXXXX
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4ilc.gov.au, wfa.org.au, tri-ed.com, ilsc.gov.au
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