Mark Peterie Email & Phone Number

Sydney, New South Wales, Australia

Manage project deliverables for the Investment Products team. Own and resolve issues. Meet project deadlines and requirements. Collaborate with the broader business on behalf of the investment team to achieve positive client and business outcomes.

Sydney, New South Wales, Australia

Provide a customer voice, ensuring customers are heard, understood and treated fairly. Insights and trends are used to continuously improve the customer experience. Operational responsibility for voice of customer, complaints and quality assurance as well as providing strategic leadership to drive customer advocacy.

Sydney, New South Wales, Australia

Contracted to assess digital advice customer experiences that would enhance the engagement and retention of Resolution Life customers. Interim Product Owner for the Engage and Retain squad who, in an agile way of working, collectively deliver initiatives and campaigns to existing customers in Australia and New Zealand.

Sydney, New South Wales, Australia

People and operational leadership for the client engagement functions in AMP’s direct to client business. These phone-based teams are Wealth Retention, Wealth Direct Sales, Wealth Campaigns, and Advice Concierge. There are more than 50 staff across these teams with four people leaders managing day to day activity. This role also managed the retention and.

Sydney, Australia

Drive the customer strategy for AMP's direct to customer business, AMP Assist. Deploy effective customer experiences through telephone and digital means. Implement efficient practice management to scale AMP's scoped advice capability. Establish an industrialised lead generation campaign engine to support the expansion of this channel. Underpin this.

Sydney, Australia

Responsible for development and execution of the Enterprise Retention strategy to drive benefit for customers, advisers and shareholders. Lead a high performing team to achieve outflow and lapse targets. Ensure the operating rhythms, people management disciplines and learning loops drive continuous improvement and accountability. Engage across the.

Sydney, Australia

Responsible for the strategy and implementation of all wealth management initiatives in the Enterprise Retention plan. Took ownership of insurance related initiatives from June 2016.Implemented a program of work to achieve retention targets in AMP strategic plans. Developed and implemented the role of Retention Specialist to support adviser channel.

Sydney, Australia

Apply strategic thought to develp an enterprise wide response to customer retention. Incorporates the development and use of analytical tools such as propensity modelling, strategies to drive best practice approaches across the organisation; application of customer segmentation to effectively target activity, implementation of reactive and proactive.

Communications and marketing professional with intimate knowledge of the financial services industry specialising in the advice and funds management segments. Proven capability to deliver thought leadership, strategic marketing and communication strategies, and media relations expertise. Critical to my current role at ipac is the development and.