The opportunity to join our team
We are at the beginning of a meaningful shift to become an AI-led business. With governance now in place and strong executive support, this role plays a key part in turning curiosity and intent into real, working solutions. In this role you will help shape how intelligent automation is applied across financial advice, improving efficiency, lowering the cost of advice, and ultimately making advice more accessible to more Australians.
This is an opportunity to do practical, high impact work. Starting with intelligent automation and evolving into AI driven solutions as use cases emerge, you will help the business discover where AI genuinely adds value, not where it is used for novelty.
Initially, the focus will be on intelligent automation along with process optimisation, using enterprise grade low code platforms. Over time, you will help identify and shape AI opportunities, contributing to the design and delivery of solutions such as AI assisted testing, decision support, RAG based applications, and emerging AI agent use cases.
What you will do
Working closely with advice SMEs, product teams, and enterprise AI partners, you will play a hands-on role in shaping and delivering automation and AI solutions that address real business problems. You will:
What You Bring to This Role
We are looking for someone grounded in automation, with genuine curiosity and momentum toward AI. You will bring:
Experience in financial services or advice technology is beneficial, but not essential if you are motivated to learn quickly.
Find the better way
What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.
If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.
People-inspired tech
Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.
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To Apply
Read more here about why you should join our team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX 200 company and one of Australia’s leading wealth managers.
Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success.
Our goal is to create financial wellbeing for all Australians. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.