Consultant Gig #986–Sydney–Retail Advisory Tech Platform Optimisation

Client

A long standing client has asked ICG to identify a leading technology solution manager to work in the retail wealth space. The client has inherited a combination of legacy and leading edge technology and wishes to identify an ICG professional with deep expertise in the Australian retail wealth advisory business.

• Support the blueprinting and baselining of current technology use in the advice channel.
  
• Analyse the advice strategy for IT-driven imperatives for technology adoption and adaption to drive advice channel goals
  
• Encapsulate specific initiatives or further analysis and blueprinting and provide required business case input 
  
• Prioritise and batch opportunities for implementation under a client-governed change umbrella
  

Skills and experience required:

• Deep demonstrated knowledge of the Australian advice channel
  
• Substantial (10 years +) experience helping clients adapt and implement technology solutions to drive a better advice experience
  
• Ability to seamlessly interface with executives and managers at all levels as well as be hands-on with technology demonstrations and training with individual advisors and their respective umbrella organisations.
  

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