2 Wealth Manager jobs in Australia
Client Relationship Manager - Insurance
Sydney, New South Wales
Cognizant
Posted 26 days ago
Job Viewed
Job Description
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked on the Fortune 500 and is consistently listed among the most admired companies in the world.
In Asia Pacific (APAC), Cognizant has strong presence in key growth markets like Australia, Singapore, India, Japan, China, Hong Kong, UAE, Saudi, etc. It has grown rapidly in these regions and is now poised for exponential growth. We are now growing our Sales execs with trail blazing track record of growth to fuel this growth story.
If you want to be part of this growth story, seize the moment and join us in ANZ!
**Overview**
Client Relationship Managers (CRMs) are key contributors to grow business and manage customers of Cognizant. They support the Client Partners and act as business owners for assigned accounts, managing the day -to-day activities and P&L of these accounts. They proactively identify new and expansion opportunities on accounts and plan for and close the extension of existing agreements. The CRM works with delivery teams to maximize renewal business, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience through delivery excellence. This role is a highly visible and challenging opportunity and requires high amount of commitment, business acumen, insurance industry domain experience, leadership qualities and motivated attitude to perform well.
**Key Responsibilities**
- The CRM will be accountable for managing, retaining and developing Insurance accounts / portfolio and driving growth.
- Serving as the primary management contact and client liaison, develop 'Trusted Advisor' relationships with CxOs and other key stakeholders.
- Manage client expectations, provide updates to the senior management, and participate in steering review meetings.
- Identify strategic initiatives that help client's business achieve their goals and drive transformational programs.
- Provide thought leadership / innovation in managing strategic customers.
- Strategize and create a blueprint for increased mindshare and wallet share in respective market segment/portfolio.
- Drive growth and customer satisfaction in the accounts / portfolio.
- Drive account mining / penetration strategies and actively manage pipeline for growth and development of the account / portfolio.
- Negotiate commercial terms of engagement.
- Responsible for managing the P&L of portfolio, business planning / budgeting.
- Work with the delivery team and third-party vendors to ensure that project risks are minimized, and project goals are met.
**Measures**
A CRM's shared measures are margin, revenue, client satisfaction, & employee retention. CRM role specific measures are renewal win rates, & client experience.
**Preferred Qualifications**
- 12+ years of experience in account management, insurance domain, Superannuation domain, business development activities in IT service industry with proven track record in managing global and local insurance clients.
- Seasoned business development professional with an excellent track record in managing, retaining and developing businesses.
- Strong knowledge of technology and business segments within the financial services sector.
- Strong connects to the senior business and technology leadership in the Insurance accounts.
- Thorough domain knowledge with awareness / expertise in latest digital innovations in the insurance industry.
- Knowledge of leading Insurance IT Products in the market and ability to build partnership ecosystem with vendors and Insurtech will be an added advantage.
- Experience working on onsite / offshore model.
- Experience in large IT project implementations with a good awareness of the tools and technologies used in large scale business.
- Practitioner mindset towards engaging senior level executives in transformation solutions.
- Strategic thinking, confident and the ability to plan ahead and stay the course.
- Proven track record of improving business performance and winning deals.
- Must be able to navigate a large organization, work in a multi -dimensional matrix and have the power of persuasion through content and confidence.
- Ability to work with multi-cultural and geographically distributed teams. Should be a team person and able to lead different teams to a common goal.
- Strong negotiation, communication and facilitation skills.
**Next steps:**
If you feel this opportunity suits you, or Cognizant is the type of organization you would like to join, we want to have a conversation with you! Please apply directly with us. For a complete list of open opportunities with Cognizant, visit is committed to providing Equal Employment Opportunities. Successful candidates will be required to undergo a background check.
Salary >100,000 AUD
Salary: 100,000 and above
Posting Date: 20 May 2025
#LI-ADITIJAIN
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
In Asia Pacific (APAC), Cognizant has strong presence in key growth markets like Australia, Singapore, India, Japan, China, Hong Kong, UAE, Saudi, etc. It has grown rapidly in these regions and is now poised for exponential growth. We are now growing our Sales execs with trail blazing track record of growth to fuel this growth story.
If you want to be part of this growth story, seize the moment and join us in ANZ!
**Overview**
Client Relationship Managers (CRMs) are key contributors to grow business and manage customers of Cognizant. They support the Client Partners and act as business owners for assigned accounts, managing the day -to-day activities and P&L of these accounts. They proactively identify new and expansion opportunities on accounts and plan for and close the extension of existing agreements. The CRM works with delivery teams to maximize renewal business, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience through delivery excellence. This role is a highly visible and challenging opportunity and requires high amount of commitment, business acumen, insurance industry domain experience, leadership qualities and motivated attitude to perform well.
**Key Responsibilities**
- The CRM will be accountable for managing, retaining and developing Insurance accounts / portfolio and driving growth.
- Serving as the primary management contact and client liaison, develop 'Trusted Advisor' relationships with CxOs and other key stakeholders.
- Manage client expectations, provide updates to the senior management, and participate in steering review meetings.
- Identify strategic initiatives that help client's business achieve their goals and drive transformational programs.
- Provide thought leadership / innovation in managing strategic customers.
- Strategize and create a blueprint for increased mindshare and wallet share in respective market segment/portfolio.
- Drive growth and customer satisfaction in the accounts / portfolio.
- Drive account mining / penetration strategies and actively manage pipeline for growth and development of the account / portfolio.
- Negotiate commercial terms of engagement.
- Responsible for managing the P&L of portfolio, business planning / budgeting.
- Work with the delivery team and third-party vendors to ensure that project risks are minimized, and project goals are met.
**Measures**
A CRM's shared measures are margin, revenue, client satisfaction, & employee retention. CRM role specific measures are renewal win rates, & client experience.
**Preferred Qualifications**
- 12+ years of experience in account management, insurance domain, Superannuation domain, business development activities in IT service industry with proven track record in managing global and local insurance clients.
- Seasoned business development professional with an excellent track record in managing, retaining and developing businesses.
- Strong knowledge of technology and business segments within the financial services sector.
- Strong connects to the senior business and technology leadership in the Insurance accounts.
- Thorough domain knowledge with awareness / expertise in latest digital innovations in the insurance industry.
- Knowledge of leading Insurance IT Products in the market and ability to build partnership ecosystem with vendors and Insurtech will be an added advantage.
- Experience working on onsite / offshore model.
- Experience in large IT project implementations with a good awareness of the tools and technologies used in large scale business.
- Practitioner mindset towards engaging senior level executives in transformation solutions.
- Strategic thinking, confident and the ability to plan ahead and stay the course.
- Proven track record of improving business performance and winning deals.
- Must be able to navigate a large organization, work in a multi -dimensional matrix and have the power of persuasion through content and confidence.
- Ability to work with multi-cultural and geographically distributed teams. Should be a team person and able to lead different teams to a common goal.
- Strong negotiation, communication and facilitation skills.
**Next steps:**
If you feel this opportunity suits you, or Cognizant is the type of organization you would like to join, we want to have a conversation with you! Please apply directly with us. For a complete list of open opportunities with Cognizant, visit is committed to providing Equal Employment Opportunities. Successful candidates will be required to undergo a background check.
Salary >100,000 AUD
Salary: 100,000 and above
Posting Date: 20 May 2025
#LI-ADITIJAIN
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
This advertiser has chosen not to accept applicants from your region.
0
Financial Planning & Accounting Analyst
Mawson Lakes, South Australia
RTX Corporation
Posted 26 days ago
Job Viewed
Job Description
**Date Posted:**
**Country:**
Australia
**Location:**
AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, Australia
**Position Role Type:**
Unspecified
+ Fast Paced Dynamic Work Environment
+ Career Development Opportunities
+ High calibre team with great benefits and professional development
Raytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects.
Raytheon Australia is seeking smart and energised professionals with suitable skills that can join our financial planning team. At Raytheon Australia, we draw the brightest minds and give them opportunity, growth and work that excites them while continuously developing an environment for learning to maintain a highly skilled, world-class workforce.
The Financial Planning & Accounting (FP&A) Analyst is responsible for supporting the business through the coordination, preparation, reporting and provision of accurate and concise analysis of the company's budgets and forecasts. The role supports the development of the company's long-range financial plans and annual operations plans, functional overhead budgets (indirect and direct), preparation of the monthly financial reports for each business unit, coordination and explanation of monthly and year to date variances and insightful analysis of drivers of business performance.
You will join a local team and be backed with global expertise as well as a tailored professional development program to ensure you and your work are successful.
**Key Responsibilities:**
+ Produce monthly management reporting for the company (monthly financial reports, monthly operations review packs, Leadership Team finance reports and functional overhead reports).
+ Prepare financial metrics and analysis for management reviews and analysis of financial performance of the company business including forecasting and analysis of full year forecast against the budget and prior forecast.
+ Meet reporting deadlines monthly/quarterly/annually in accordance with the financial calendar.
+ Process enhancements by effectively leveraging the potential of core financial systems.
+ Support the development of the Long-Range Financial Plan and Annual Operating Plan.
+ Prepare ad hoc reports and other analysis as requested.
+ Understanding and knowledge of AUS Generally Accepted Accounting Principles (GAAP)/Accounting
+ Uses foundational understanding of key financial metrics and financial analyses to actively participate in planning and forecasting.
**Skills, Experience and Qualifications:**
+ Requires a University Degree in Finance, Accounting, or equivalent experience.
+ Minimum of 2 years prior relevant experience required.
+ Requires theoretical to advanced knowledge of Finance or Accounting.
+ Requires practical knowledge of projects, programs, or systems relevant to the business with the ability to make enhancements and leverage knowledge in daily work.
+ Strong analytical and problem-solving skills with an ability to facilitate a decision-making process.
+ Desirable - Professional qualifications, e.g. CPA, CA, or equivalent.
+ Desirable - Experience with enterprise planning software such as IBM Cognos TM1 (including TM1 Web).
This is your chance to belong to an inspiring team and build your career at a company that invests in your future.
Successful candidates must be an Australian citizen and/or able to obtain and maintain Australian Defence security clearance. Eligibility can be found at you are looking for a challenging and rewarding career access your next mission now by clicking on the "Apply" button below or contact us at
_RTX adheres to the principles of equal employment. All qualified applications will be given careful consideration without regard to ethnicity, color, religion, gender, sexual orientation or identity, national origin, age, disability, protected veteran status or any other characteristic protected by law._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
**Country:**
Australia
**Location:**
AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, Australia
**Position Role Type:**
Unspecified
+ Fast Paced Dynamic Work Environment
+ Career Development Opportunities
+ High calibre team with great benefits and professional development
Raytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects.
Raytheon Australia is seeking smart and energised professionals with suitable skills that can join our financial planning team. At Raytheon Australia, we draw the brightest minds and give them opportunity, growth and work that excites them while continuously developing an environment for learning to maintain a highly skilled, world-class workforce.
The Financial Planning & Accounting (FP&A) Analyst is responsible for supporting the business through the coordination, preparation, reporting and provision of accurate and concise analysis of the company's budgets and forecasts. The role supports the development of the company's long-range financial plans and annual operations plans, functional overhead budgets (indirect and direct), preparation of the monthly financial reports for each business unit, coordination and explanation of monthly and year to date variances and insightful analysis of drivers of business performance.
You will join a local team and be backed with global expertise as well as a tailored professional development program to ensure you and your work are successful.
**Key Responsibilities:**
+ Produce monthly management reporting for the company (monthly financial reports, monthly operations review packs, Leadership Team finance reports and functional overhead reports).
+ Prepare financial metrics and analysis for management reviews and analysis of financial performance of the company business including forecasting and analysis of full year forecast against the budget and prior forecast.
+ Meet reporting deadlines monthly/quarterly/annually in accordance with the financial calendar.
+ Process enhancements by effectively leveraging the potential of core financial systems.
+ Support the development of the Long-Range Financial Plan and Annual Operating Plan.
+ Prepare ad hoc reports and other analysis as requested.
+ Understanding and knowledge of AUS Generally Accepted Accounting Principles (GAAP)/Accounting
+ Uses foundational understanding of key financial metrics and financial analyses to actively participate in planning and forecasting.
**Skills, Experience and Qualifications:**
+ Requires a University Degree in Finance, Accounting, or equivalent experience.
+ Minimum of 2 years prior relevant experience required.
+ Requires theoretical to advanced knowledge of Finance or Accounting.
+ Requires practical knowledge of projects, programs, or systems relevant to the business with the ability to make enhancements and leverage knowledge in daily work.
+ Strong analytical and problem-solving skills with an ability to facilitate a decision-making process.
+ Desirable - Professional qualifications, e.g. CPA, CA, or equivalent.
+ Desirable - Experience with enterprise planning software such as IBM Cognos TM1 (including TM1 Web).
This is your chance to belong to an inspiring team and build your career at a company that invests in your future.
Successful candidates must be an Australian citizen and/or able to obtain and maintain Australian Defence security clearance. Eligibility can be found at you are looking for a challenging and rewarding career access your next mission now by clicking on the "Apply" button below or contact us at
_RTX adheres to the principles of equal employment. All qualified applications will be given careful consideration without regard to ethnicity, color, religion, gender, sexual orientation or identity, national origin, age, disability, protected veteran status or any other characteristic protected by law._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
This advertiser has chosen not to accept applicants from your region.
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