Jonathan Green Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

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.

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.

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.

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.

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.

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.

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.

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.

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.

Positions 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.