Head of Managed Accounts

Join Us as Head of Managed Accounts

Whats the Role

The Head of Managed Accounts is a senior leadership role within BTs Chief Product Office. This role is accountable for defining and executing BTs Managed Accounts and Trading & Settlement strategy across platformbased solutions including managed portfolios and equity investment options.

You will hold endtoend accountability for the performance of BTs Managed Accounts Trading and Settlement propositions spanning product strategy governance regulatory compliance distribution alignment and commercial outcomes including revenue growth margins and pricing strategy.

Working closely with the BT Leadership Team and senior stakeholders across Distribution Product Management Investments Technology Risk and Compliance you will ensure BTs Managed Accounts offering remains competitive scalable compliant and aligned to adviser and client needs supporting sustainable growth across BT platforms.

Key Responsibilities

Managed Accounts Strategy

• Define and execute the strategic direction for BTs Managed Accounts proposition aligned with BTs broader business strategy platform roadmap and adviser value proposition.

• Identify and drive evolution of managed account solutions in response to market trends regulatory change and adviser and client demand.

Trading Settlement & Market Operations

• Accountable for endtoend trading and settlement capability across Managed Accounts and the broader Panorama platform covering listed securities and managed funds.

• Provide strategic oversight of market execution settlement asset servicing and corporate actions.

• Oversee broker custodian and vendor relationships supporting Panorama with a strong focus on scalability resilience and compliance.

Product & Proposition Ownership

• Endtoend accountability for Managed Accounts product performance including design pricing lifecycle management and ongoing enhancements.

• Own commercial outcomes including contribution to platform revenues margins and longterm sustainability.

• Ensure trading and settlement capabilities are aligned to platform design with clear ownership of operational risk incidents and controls.

Product Governance & Oversight

• Lead product governance frameworks for Managed Accounts and Trading & Settlement.

• Ensure strong investment oversight portfolio monitoring and compliance with mandates and regulatory obligations in partnership with internal governance risk and compliance teams external managers and vendors.

Distribution & Adviser Engagement

• Partner closely with Distribution Dealer Groups and Advisers to drive adoption education and effective use of BT Managed Accounts solutions.

• Act as a senior subject matter expert for Managed Accounts and Trading & Settlement in adviser and intermediary engagement.

Risk Compliance & Regulatory Alignment

• Ensure all products and operations meet regulatory licence and trustee obligations.

• Build strong effective working relationships with Risk Compliance Legal and Trustee teams to maintain a robust governance and risk culture.

Stakeholder Management

• Build and maintain trusted relationships with senior stakeholders across BT and the Westpac Group including Executives Trustees Regulators and key external partners.

Leadership

• Lead inspire and develop a highperforming team with strong product investment and commercial capability.

• Foster a culture of accountability collaboration and continuous improvement.

What do I need

• Extensive experience in wealth management investments or platformbased products with strong exposure to managed accounts or portfolio solutions

• Proven experience defining and executing product or investment strategies in complex financial services environments

• Strong understanding of investment governance regulatory requirements and trustee obligations

• Demonstrated senior stakeholder management experience including engagement with Executives Boards and Regulators

• Outstanding people leadership capability with a track record of building and leading highperforming teams

• Strong commercial acumen with experience driving growth adoption and sustainable business outcomes

• Experience working within large integrated financial services organisations

• Tertiary qualifications in business finance economics or a related discipline

• RG146 preferred but not mandatory