Insignia Financial

Head of Legal, Retail Master Trust & Employer Products

Insignia Financial  •  Sydney, AU (Onsite)  •  2 hours ago
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Job Description

Lead the legal strategy behind one of Australia’s largest superannuation businesses.

At Insignia Financial, we're committed to helping Australians achieve financial wellbeing through trusted superannuation, investment and advice solutions. We're looking for an experienced legal leader to join our team to provide strategic legal leadership across our retail Master Trust and employer superannuation products.

Reporting to the Managing Legal Counsel – Superannuation and Platforms, you'll have end-to-end ownership of legal risk across these products, partnering with Trustee Boards, Executive leaders and business stakeholders to deliver high quality legal support to ensure our products and trustees comply with relevant legal obligations and deliver positive member outcomes.

About the role

This is a senior leadership opportunity responsible for the legal oversight of our retail Master Trust and employer superannuation products. You'll provide commercially focused legal advice across the full product lifecycle while supporting strategic initiatives, regulatory change and governance across one of Australia's leading superannuation businesses.

You'll also lead and develop a team of legal professionals, fostering a high-performing and collaborative culture.

Key responsibilities

In this role, you'll provide strategic legal advice across:

  • Product design, enhancements, successor fund transfers (SFTs), closures and ongoing product initiatives
  • Product Disclosure Statements (PDSs), Significant Event Notices (SENs), disclosure obligations and marketing communications
  • Design and Distribution Obligations (DDO) and Target Market Determinations (TMDs)
  • Regulatory change impacting retail Master Trust and employer superannuation products
  • Incident and breach triage, escalation and legal risk management
  • Default group insurance arrangements, insurer negotiations, contract renewals and administration agreements
  • SPS 250 compliance and insurance governance
  • AFCA matters and member complaints
  • Trust law matters, family law matters and product funding initiatives
  • RSE Licence (RSEL) delegation policies and governance
  • Leading, mentoring and developing a high-performing legal team while driving capability across the function

About you

You're a commercially minded legal leader with deep expertise in superannuation law and a passion for partnering with the business to deliver practical, risk-based solutions.

You'll bring:

  • A Bachelor of Laws and current legal practising qualifications
  • 10+ years' experience in a senior legal role within the superannuation or financial services sector
  • Strong expertise in trust law and the Australian superannuation regulatory framework
  • Extensive experience advising on legal issues affecting retail Master Trust and employer superannuation products
  • Demonstrated ability to influence senior executives and provide commercially pragmatic legal advice
  • Proven leadership experience, with a track record of developing and mentoring legal teams
  • Excellent stakeholder management skills and the ability to build trusted relationships across all levels of the organisation
  • Experience managing external legal advisers and third party stakeholders and negotiating complex commercial outcomes
  • The ability to balance competing priorities and deliver high-quality advice in a fast-paced, highly regulated environment

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-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.

Insignia Financial

About Insignia Financial

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.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Melbourne, AU
Year Founded
Unknown
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