Monica Ryan Email & Phone Number

Melbourne, Victoria, Australia

Maternity Leave and study break

Melbourne, Victoria, Australia

During the 5-month tenure at Centric (start up Super platform), I was entrusted with a pivotal role that demanded significant contributions within a constrained time frame.Key Responsibilities:* Development of a strategic engagement blueprint to bolster communication and collaboration between Centric and Findex financial advisers.* Implementation of the engagement plan across Centric's extensive adviser network.* Orchestrating a change management and communication strategy… Show more During the 5-month tenure at Centric (start up Super platform), I was entrusted with a pivotal role that demanded significant contributions within a constrained time frame.Key Responsibilities:* Development of a strategic engagement blueprint to bolster communication and collaboration between Centric and Findex financial advisers.* Implementation of the engagement plan across Centric's extensive adviser network.* Orchestrating a change management and communication strategy for a pivotal client migration project.Achievements:* Design and Delivery of 'Centric News' – A monthly newsletter that maintained an impressive >97% readership rate.* The genesis of the 'Centric Advisory Council' to prioritize customer-centric advancements between Centric and Findex advisers* Creation of comprehensive support sites offering instructive Centric guides and videos for both advisers and clients* Collaborative development of the instructive guides and video materials.* Introduction of live updates from Centric's executive team and organiSation of nationwide roadshows.* Supervision of an online aid tool for the Centric platform, alongside coordinating with external vendors.* Development of a robust change and comms management strategy for a significant client migration project. Show less

Maternity Leave

Melbourne, Australia

I drove the implementation of the change management program for a substantial digital enhancement initiative as well as a product re-pricing project both within a broader transformation program.Key Responsibilities:* Change Strategy and Leadership: Led the development and execution of the change management strategy for the program, overseeing the coordination of critical change-related activities.* Business Impact and Transition Planning: Played a pivotal role in identifying… Show more I drove the implementation of the change management program for a substantial digital enhancement initiative as well as a product re-pricing project both within a broader transformation program.Key Responsibilities:* Change Strategy and Leadership: Led the development and execution of the change management strategy for the program, overseeing the coordination of critical change-related activities.* Business Impact and Transition Planning: Played a pivotal role in identifying and evaluating the program's impact on the business, ensuring readiness for the changes.* Stakeholder Management: Strategically identified and engaged all stakeholders affected by the program, facilitated forums and working groups for diverse stakeholder segments.* Communication: Developed a comprehensive communication approach, encompassing Take to Market (TTM) and Take to Business (TTB) communication strategies, and skillfully executed these plans across divisional and targeted channels* Training and Support Materials: Conducted a thorough training needs analysis, devised effective training strategies, produced supporting materials and facilitated training sessions.* Measured and reported on change adoption.* Experience in Agile FrameworksAchievements:* Successfully implemented change for a 5,000-strong adviser base.* Successfully introduced 85 digital enhancements to the platform.* Achieved a 94% readiness rating from the business.* Witnessed substantial adoption of the digital enhancements among advisers. Show less

Maternity Leave

Melbourne, Australia

I led multiple administration and specialist teams (~70 ppl) within MLC's Wrap and Plum divisions, pursuing the delivery of a best in class client experience and effective management of client experience. My focus extended to challenging existing processes, managing risk, and providing strong leadership through coaching and empowerment.Achievements:* Pioneered various efficiency initiatives, resulting in significant financial savings.* Achieved an impressive 34% increase in… Show more I led multiple administration and specialist teams (~70 ppl) within MLC's Wrap and Plum divisions, pursuing the delivery of a best in class client experience and effective management of client experience. My focus extended to challenging existing processes, managing risk, and providing strong leadership through coaching and empowerment.Achievements:* Pioneered various efficiency initiatives, resulting in significant financial savings.* Achieved an impressive 34% increase in employee engagement.* Delivered a Target Operating Model (TOM) for three teams, leading to enhanced efficiency and team morale through meticulous project and change management.* Fostered collaboration between service and tech teams, leading to improved outcomes for clients and advisers* Honored with the 'Active Operations Management (AOM) Senior Leader' achievement award. Show less

Melbourne, Australia

I led and empowered a team of 12 Account Managers, driving collaboration across stakeholder teams to ensure the delivery of MLC's Premium Platinum service to our tier 1 Financial Adviser partners.Achievements:* Designed and successfully implemented the Platinum Value Proposition, presenting it to over 300 Financial Advisers.* Developed and implemented a proactive tool enabling the capture of Go-To-Market (GTM) campaigns.* Increased the Net Promoter Score (NPS) from our… Show more I led and empowered a team of 12 Account Managers, driving collaboration across stakeholder teams to ensure the delivery of MLC's Premium Platinum service to our tier 1 Financial Adviser partners.Achievements:* Designed and successfully implemented the Platinum Value Proposition, presenting it to over 300 Financial Advisers.* Developed and implemented a proactive tool enabling the capture of Go-To-Market (GTM) campaigns.* Increased the Net Promoter Score (NPS) from our Financial Adviser partners for three consecutive years.* Achieved consecutive increases in employee engagement scores over two years.* Orchestrated the strategic design and implementation of a new Target Operating Model (TOM).* Led an Indigenous secondment initiative in Kununurra, working alongside local Indigenous leaders to design a leadership program strategy, which was subsequently endorsed by the board and implemented in the community.* Delivered and facilitated the Emberin Courage in Leadership program to Wealth Operations leaders. Show less

Melbourne, Australia

In the role of PSM, I ensured the delivery of top-tier service to MLC's high-tier 1 Financial Advisers, overseeing the workflow of Platinum Service Officers, collaborating with Business Development Managers (BDMs), and identifying opportunities for continuous improvement within financial advisers' offices.Achievements:* Strengthened relationships between multiple Adviser groups and MLC.* Achieved an increase in Adviser digital submissions versus paper.* Coordinated… Show more In the role of PSM, I ensured the delivery of top-tier service to MLC's high-tier 1 Financial Advisers, overseeing the workflow of Platinum Service Officers, collaborating with Business Development Managers (BDMs), and identifying opportunities for continuous improvement within financial advisers' offices.Achievements:* Strengthened relationships between multiple Adviser groups and MLC.* Achieved an increase in Adviser digital submissions versus paper.* Coordinated multiple proactive campaigns across the team to enhance service delivery. Show less

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Melbourne, Australia

Bachelor'S Degree, Economics And Finance

Advanced Diploma, Financial Planning And Services