Consulting and contracting to organisations in financial services, health and NFPs to align marketing, product and proposition strategies and initiatives to business purpose, vision and objectives.

Ttavelling in Europe prior to relocating from the UK back to Melbourne end March 2024

Contract with Coutts/NatWest Wealth as Business Lead in Transformation collaborating across the group to deliver strategic integrated plans for key business areas. Prior to this, as a Programme Manager, I supported the successful transfer of clients under a Part VII arrangement managing 7 workstreams and a significant budget.

As an Independent Consultant, I worked with the Boards and Executive of a healthcare provider and member owned bank to reset customer, marketing and proposition strategies and align overall business strategy and objectives. I also provided pro-bono support to organisations focusing on climate change and mental health. Additional information regarding my projects is available upon request.

Here, I played a key role in defining proposition requirements utilising client research and prototyping to ensure Minimum Marketable Product Day 1 is grounded in client insights whilst working closely with Client Insights, Marketing, and external agencies. I drove requirements for new digital/hybrid offerings across lending, everyday banking and investments underpinned by education and advice working closely with internal IT and external vendors to ensure customer needs are met and CX/UX design was incorporated into solutions, managing £million budgets. I also recruited a small, focused, high-performing Proposition team to ensure delivery and future-focused enhancements were appropriately prioritised and executed.

During this time, I worked across financial services, energy and healthcare industries to support large, complex organisations to deliver a more customer-focused and commercial approach to proposition strategy and execution. I worked at Lloyds Banking group on an interim basis, leading a team to deliver innovative branch propositions across Home Lending, Business Banking and Wealth. I also led the development of B2B customer value propositions at AGL Energy collaborating across all areas of the organisation delivering a program of work and construction of market share/profitability impact for an energy company. Additionally, I was recognised for successfully brokering the introduction between a European start-up provider and Bupa to pilot an innovative telehealth solution to a large existing customer base.

In this role, I collaborated with my team and service areas to establish a 5-year marketing, fundraising and communications strategy aligning to overall MCM and service line needs whilst maintaining a strong team culture whilst delivering projects at pace and managing a $million budget. During this time, my team significantly exceeded targets for revenue and net contribution for Tax and Christmas fundraising campaigns and record levels of participation and doubled net contribution for Sleep at the ‘G, MCM’s flagship event.

I reported to the Head of Customer Value Proposition, driving, developing and implementing Bupa Australia’s Corporate and 3rd Party business product suites, which supported the provision of compelling value propositions. I led the implementation of a new Corporate Value Proposition with Health Insurance products at its core, supplemented by digital health solutions. As part of this role, I played a key role in developing a health and wellbeing strategy for all of Bupa Australia utilising data, insights and an innovative digital platform to uncover behavioural insights around people's barriers to make lifestyle changes to improve their health. Most recognisably, I constructed an RFP process and selected a vendor to commence work on an innovative digital/hybrid health and wellbeing platform to enhance the value proposition provided to all Bupa members. I also invited to participate in a Global Workplace Health Working Group to work on a global workplace strategy and develop and design health and wellbeing services for rollout out to corporate customers in multiple Bupa regions.

My roles here saw me lead the recruitment of mid-level to executive roles across financial and professional services sectors within Australia, ensuring that organisational objectives were met and achieved.

Throughout this role, I reported to the Head of Institutional Marketing, Segmentation, Analytics and Research with responsibility for developing an effective Marketing, Analytics & Segmentation team.

Led a team of investment specialists located in Singapore and Hong Kong with responsibility for the ongoing development and refinement of the investment proposition that ANZ Private Bank delivered to clients.

Responsible for the development and prioritisation of new products for UBS HNW clients as well as increasing efficiencies to enhance the advisor and client experience

With P&L responsibility, led and developed the Esanda Online Saver (High Interest Savings Account) business unit comprising a a multi-layered medium sized team of 20 and developed a strategy for a range of customer focussed, easy to use online banking products.Directed all marketing, customer advocacy, operational, IT and reporting requirements.

Led a newly formed marketing team to develop and implement a targeted marketing and product strategy focusing on the specific needs of Private clients. This incorporated a new marketing strategy, implementing a range of new product initiatives, internal and external communications (ATL and BTL), client campaigns, event management, sponsorships, PR, product development and community involvement.