JobMesh

Head of Managed Accounts

Westpac · Sydney, New South Wales, AU

Join Us as Head of Managed Accounts What’s the Role The Head of Managed Accounts is a senior leadership role within BT’s Chief Product Office.

Job description

Join Us as Head of Managed Accounts What’s the Role: The Head of Managed Accounts is a senior leadership role within BT’s Chief Product Office. This role is accountable for defining and executing BT’s Managed Accounts and Trading & Settlement strategy across platform‑based solutions, including managed portfolios and equity investment options. You will hold end‑to‑end accountability for the performance of BT’s 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 BT’s 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 BT’s Managed Accounts proposition, aligned with BT’s broader business strategy, platform roadmap and adviser value proposition. Identi...