Nacole Lorschy Email and Phone Number
Nacole Lorschy work email
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Nacole Lorschy personal email
I am passionate about driving business transformation and leading projects that create lasting, positive change. With over 15 years of experience in financial services my expertise spans program management, project delivery, change management and communications.I thrive on building meaningful relationships and collaborating with stakeholders at all levels to achieve common goals. My logical and objective approach allows me to quickly understand stakeholder needs and deliver effective solutions. I bring a high energy level when creating and leading cross-functional teams where every member is valued, and together we achieve success.I excel at translating intricate projects into clear, actionable plans, emphasizing benefits, timelines, and resource requirements. Whether tackling customer strategy, business improvement initiatives, or regulatory compliance, I approach each challenge with transparency, integrity, and a collaborative spirit. I have delivered results aligned to key organisational goals in enhanced customer engagement scores, improved advice efficiency, increased revenue generation, and stronger business risk mitigation and I look forward to continuing to deliver impactful outcomes.
Rhombus Advisory Pty Ltd
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Project Delivery ManagerRhombus Advisory Pty Ltd Oct 2024 - PresentSydney, New South Wales, Australia -
Senior Program Manager, Initiative DeliveryInsignia Financial Jun 2021 - Jul 2024Sydney, New South Wales, AustraliaResponsible for the strategy and success of multiple connected projects to ensure they benefit one another and meet business goals. This required embedding a program management framework to effectively raise and prioritise new projects, a process to trade-off projects and regular business planning to ensure the delivery plan is aligned to the key business objectives.Lead project manager in key projects ensuring they are delivered on time and meet the business objectives.Work examples of Project and Change Management:- Embedded new advice processes using proprietary advice software across multiple licensees - Implemented new advice payment processes and technology across multiple licensees- Executed the change plan for a new paraplanning process with the introduction of offshore outsourcing. -
Project And Change Manager, Initiative DeliveryMlc Australia Dec 2019 - Jun 2021SydneyLeading a team to execute on prioritised advice initiatives ensuring delivery is delivered in a timely, risk approved and consistent approach to optimise outcomes.The focus is advice business transformation and includes the effective design of solutions with a clear understanding of the business benefits, risks, timeframes and cost. This is applied to enhance existing processes and to create new business opportunities and processes.Project examples:- Creation of a pilot program to deliver phone based intra-fund advice- Developed the strategic plan to deliver Advice to Super members with a multi-channel approach- Managed digital advice remediation programs across 35,000 members -
Senior Consultant, Advice EnablementMlc Australia Mar 2018 - Dec 2019Sydney, AustraliaWorking with the Group Strategy & Development function to develop a 3 year business plan for a demerged MLC. Responsible for advising on strategic decisions to support advice efficiency and client engagement. Dedicated focus on creating an Intra-fund Advice model across delivery channels for corporate super members. Required project management across a large cross-functional team and gaining endorsement from key GMs and the trustee board. Work examples:-Utilising adviser insights and in depth knowledge of advice business models to create efficient digitised advice processes for Face to Face and Phone advice. - Creating a Digital Advice roadmap – understanding what’s required to deliver on the strategic goals to increase customer engagement and advice take-up.- Delivering effective, lasting change and process optimisation as demonstrated in my work creating & implementing an ongoing engagement model for direct clients. -
Head Of Mlc Advice Networks/Strategic Growth Manager(Sgm)Mlc Limited Mar 2015 - Mar 2018Sydney, AustraliaResponsible for the MLC Advice value proposition and strategic operations of the MLC Advice centres as the branded self-employed licensee proposition. This includes the rollout of advice centres, setting and implementing advice licensee standards, best practice advice policies and business growth. Key Achievements:- Increasing adviser engagement as demonstrated with high NPS scores and involved managing advice risk, adviser retention strategies and input to new adviser appointments ensuring the right fit.- Creating a strong licensee risk management framework by ensuring consistent implementation of our standards for MLC Advice. This is demonstrated by licensee best practice processes, advice compliance outcomes and effectively managing change.- Managing the licensee economics with experience in the adviser and store payment processes within a franchise model. -
Mlc Direct Manager, Customer SolutionsMlc Limited Mar 2011 - Oct 2014SydneyResponsible for the MLC Digital Advice offer available to corporate members. This includes both insurance and retirement adequacy advice for super members.Key achievements:- Strategic development of the digital advice offer for MLC including the delivery of digital transition to retirement advice to support the advice offer.- Driving improvements in the member experience across the digital channels to increase opportunities to provide personal advice to members. -
Manager, Client GrowthNab Nov 2008 - Mar 2011Managed a Sales/Relationship Management team which supports financial advisers grow their client bases. -
Manager, Investor SoutionsMlc Australia Nov 2002 - Aug 2008Mange a team of Relationship Managers with a focus on Corporate Super customers to increase Superannuation balances, Insurance amounts and additional advice opportunities. -
Relationship ManagerBt Financial Group Jan 1998 - Nov 2002Provide employers and members super solutions that meets their needs to grow existing plans, retain members for the group and introduce new financial relationships.Create employer networks to share learnings and identify new opportunities
Nacole Lorschy Skills
Nacole Lorschy Education Details
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University Of Western SydneyEconomics And Finance -
Securities Institute AustraliaApplied Finance And Investment
Frequently Asked Questions about Nacole Lorschy
What company does Nacole Lorschy work for?
Nacole Lorschy works for Rhombus Advisory Pty Ltd
What is Nacole Lorschy's role at the current company?
Nacole Lorschy's current role is Program Management | Project Delivery | Change Management & Communication.
What is Nacole Lorschy's email address?
Nacole Lorschy's email address is na****@****.com.au
What schools did Nacole Lorschy attend?
Nacole Lorschy attended University Of Western Sydney, Securities Institute Australia.
What are some of Nacole Lorschy's interests?
Nacole Lorschy has interest in Children, Education, Health.
What skills is Nacole Lorschy known for?
Nacole Lorschy has skills like Financial Advisory, Wealth Management, Superannuation, Financial Services, Management, Finance, Relationship Management, Customer Acquisition, Risk Management, Investments, Investment Strategies, Financial Risk.
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