Geoff Jordan

Experience

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  AMP

  Apr 1988 - Jan 1992

  Team leadership and operations

  Various operations and team leader roles

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  Australian Administration Services

  Jan 1992 - Apr 1999

  Operations management, project and team leadership

  Various roles (AAS was a subsidiary of AMP) including:* Manager Benefit PaymentsManaged an operations team of 11 staff responsible for benefit payments and insurance claims. This role also had oversight of business planning and budget for the business unit of 65 people.* Manager Client ServicesManaged an operations team of 30 staff responsible for call centre (1,000 average calls per day), customer correspondence and complaints, benefit payments and death / TPD claims.* Manager ProjectsManaged up to 3 specialist staff responsible for all projects associated with product line, included:- management and trustee reporting- building relocation of 65 staff from Box Hill to CBD- AMP Olympic sponsorship rollout to printed marketing and disclosure material- AMP demutualisation proceeds allocation to superannuation members- employer education materials- annual benefit statement production for members (250,000+)- launch member investment choice to industry superannuation administration- implementation of new superannuation laws for product & operations - Superannuation Industry (Supervision) Act & Regulations (1994), Superannuation Guarantee (1992)- centralisation of administration to Melbourne, with closure of offices in other states Show less

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  AMP Financial Services

  Apr 1999 - Aug 2000

  Operations management and project leadership - Superannuation & Insurance

  Managed a business unit within the Customer Service function consisting of 6 operational teams and 1 project team totalling 150 staff located across Melbourne and Sydney, that was responsible for superannuation and insurance benefit payments, and the rectification of tax related matters identified from prior period investigations.Transferred from AAS to AMP in 1999, after 7 years at AAS (which was an AMP subsidiary).

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  HSBC Asset Management

  Aug 2000 - Aug 2001

  Product Management Consultant - Superannuation & Investment

  Responsible for supporting and contributing to the development and marketing of HSBC's investment, superannuation and retirement product range. During this time, I also acted as Client Investment Services Manager for the international equities funds and liaised with fund managers in London, New York, Hong Kong and Tokyo to manage investment portfolios and obtain market and portfolio commentary. I was responsible for superannuation technical and trustee matters, and providing portfolio information to platform providers, dealer groups and researchers. Show less

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  MELLON AUSTRALIA PTY LIMITED

  Aug 2001 - May 2005

  Product Manager - Superannuation & Investment

  2003 to 2005 - Product Support ManagerThis position was accountable for managing the resources of the Product Support Team (3 direct reports), supporting the superannuation, retirement and investment products business and managing development and ongoing oversight activity to ensure products met the needs of corporates and superannuation members, were compliant, profitable, met the agreed service standards and adhered to Mellon's US corporate governance requirements. In this role I was also responsible for managing outsourced relationships and engaging with third party providers including custodian, operations, auditor, tax advisers, insurers, lawyers and investment managers. My team also managed the legal, investment, insurance and communication aspects of corporate superannuation plan transitions from external sources.2001 to 2003 - Product ManagerResponsible for product development and managing NSP Buck's product suite, including the corporate superannuation (defined contribution and defined benefit) and multi-manager investment products. This included preparing board proposals, overseeing financials, client pricing, compliance, external provider relationships, sales and marketing support, tender preparation and presentation and liaison with third party consultants.Mellon US acquired the business formerly known as NSP Buck in 2001, and sold the products business to SMF Funds Management in 2005. Show less

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  Phoenix Consulting Pty Ltd

  May 2005 - Oct 2006

  Head of Financial Services Compliance (Senior Consulting Manager) - Superannuation & Investment

  This position provided project management and specialist strategy consulting services within the financial services / wealth management industry, predominantly in relation to managed investment (unit trust) and superannuation products.During 2005 and 2006, the following assignments were undertaken:* LUCRF Super - Product Improvement InitiativesIdentify, recommend and implement product improvements to enhance the proposition for existing and new customers within this superannuation fund. During this period, the fund launched financial planning, new investment options, financial education materials, income protection insurance benefits, allocated pensions and a program to reunite members with lost superannuation.* LUCRF Super - Client Servicing & Business GrowthMember of the Senior Management Team reporting to the CEO, with operational responsibility for leading the Service Manager team (11 staff) together with revenue growth, new business and product development initiatives for the superannuation fund. During this time, the fund launched an engagement program to improve the rates of superannuation rollover and personal contribution, and the first employer survey.* AAS/REST - Strategic Positioning / Benchmarking ReviewProvided targeted consulting service to identify the market position and customer proposition of the operational aspects of this superannuation fund (REST) and presented comparative analysis against local and global peers.* SMF Funds Management - Product Amalgamation / TransitionConsolidation and rationalisation projects that involved formulation of strategy for products acquired by SMF and the management of transition and closure. Specifically responsible for stakeholder and project management of multiple investment transitions totalling in excess $1b involving several investment managers, custodians and administrators, and the subsequent wind-up activities undertaken by financial accountants and auditors. Show less

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  AXA

  Oct 2006 - Mar 2011

  Senior Product Manager - Superannuation & Insurance

  2009 to 2011 - Senior Product Manager, Mature ProductsMy mandate was to successfully deliver the management, maintenance, profitability and retention activities of the personal superannuation, corporate superannuation and personal savings (insurance bonds) portfolio of 33 wealth management products that held investments in the National Mutual life office statutory funds - Funds Under Management $9b and over 600,000 clients. At the time, these products generated over 30% of AXA's Australian profits. During my time in this role I achieved 2 significant Successor Fund Transfers, rewrite of insurance policies, product innovations in the area of insurance and investment, and product simplification.This role was an extension of the role below, with a doubling of the responsible products following a corporate restructure in 2008/09.2006 to 2009 - Senior Product Manager, Personal SuperI was accountable for the ongoing management, maintenance and retention activities of the personal superannuation suite of 14 products within AXA that held investments through the National Mutual life office statutory funds. These products included on-sale and complex off-sale legacy business, and included responsibility for rationalisation opportunities. In this role I achieved significant turnaround in employee culture and risk minimisation for the mature personal super product suite avoiding the potential for substantial losses for the business. Show less

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  AMP

  Mar 2011 - Oct 2014

  2014 (May to Oct) - Head of Corporate (Group) InsuranceLed the group insurance product proposition team of 12 across Melbourne and Sydney, accountable for the product management, distribution (sales) and client relationship functions with overall ownership of the insurance KPIs including sales, retention and profit and loss relating to $400m of annual premium inflow. Responsible for insurance provided for superannuation funds and employer plans.2012 to 2014 - Head of Product, Group InsuranceLed the development and management of the overall insurance product propositions and the combined Melbourne / Sydney product team that was responsible for AMP's group insurance offers. This included ensuring that the insurance within the AMP corporate superannuation range enhanced the attractiveness of those products whilst remaining compliant with regulatory and corporate guidelines. I held product responsibility for developing the insurance strategy for MySuper and responding to the APRA Prudential Standards for insurance as adviser to the trustee. Show less 2011 to 2012 - Product Future State Integration ManagerThe Product Future State program provided a blueprint for future product strategy development, identifying emerging product opportunities and challenges in the medium to longer term, utilising and building on the capabilities of the merged organisation (AMP/AXA) and reviewing adjacent product opportunities in superannuation, retirement, insurance, investment platform and banking. During this time I was a leader within the team responsible for the integration program for the AXA and AMP wealth management product business, and also achieved trustee and business approvals for the Successor Fund Transfer of AXA's Eligible Rollover fund into AMP's equivalent product.Transferred from AXA to AMP upon the merger of the organisations in April 2011. Show less

  • Head of Product - Group Insurance

    May 2012 - Oct 2014

  • Product Integration Manager - Future State Strategy

    Mar 2011 - May 2012
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  Guild Group

  Jun 2015 - Dec 2015

  Product Manager, Guild Super

  Led a review of the product proposition for the fund with a view to improving customer satisfaction, growth, retention and market positioning. Areas of focus included investment proposition and options, pricing, insurance, pension / retirement income products and ancillary benefits.

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  MLC Australia

  Dec 2015 - Oct 2021

  Lead product and platform strategy for MLC wealth products including retail wrap and MasterKey super, pension and investment,IDPS and managed accounts (SMA and MDA), and workplace super. Strategic response to regulatory change. Pricing and customer value proposition. Product owner for MLC’s enterprise wide Design & Distribution Obligations program across advice, platforms and funds management. Member outcomes oversight. Responsible manager for NULIS and Navigator. Investment committee member for IDPS entities. Show less Senior product development consultant for NAB Wealth retail platforms including MLC's MasterKey and Wrap platforms, responsible for initiating and leading strategic and tactical development enhancements. Responsible also for MLC's cash deposit portfolio held with NAB. Key achievements include expansion of the separately managed account portfolio in 2017 both for Australian equities and multi-asset, and the strategic review of cash products and implementation of APS210 NSFR to maintain customer deposit rates. Show less

  • Head of Platform Strategy and Development

    Mar 2021 - Oct 2021

  • Head of Strategy Development Retail Wealth Products

    Sept 2018 - Mar 2021

  • Senior Consultant, Product Development (NAB Wealth / MLC)

    Dec 2015 - Sept 2018
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  Insignia Financial

  Jun 2021 - now

  Development and execution of product strategy including the development and integration roadmap, growth opportunities and regulatory response with particular emphasis on super and investment wrap platforms and managed accounts. Leadership of the board and regulatory approvals for significant and complex successor fund transfers, product development, pricing and for the superannuation performance test including APRA and Treasury interactions and response. Responsible manager for super trustee (NULIS) and IDPS operator (Navigator). Formerly a member of the IDPS investment committee.Transferred from NAB to IOOF (Insignia Financial) upon the acquisition of MLC in June 2021. Show less

  • Head of Wrap Product Management

    Nov 2024 - now

  • Head of Platform Strategy Development

    Jun 2021 - Nov 2024