David Mason

Experience

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  Tower Financial

  Jan 2000 - Jan 2005

  Implementation Manager, new advisory business
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  Westpac New Zealand Limited

  Jan 2005 - Jan 2008

  Financial Advisor
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  Bank of New Zealand

  Jan 2008 - Apr 2011

  As the business lead for the FAA project at BNZ, my primary responsibility was to oversee the implementation of all FAA requirements across the bank. To achieve this, I worked closely with the regulatory compliance function and various business units, including wealth, Agri, Business and Retail banking, acting as a conduit between them to ensure that everyone was aware of the project requirements and their respective roles and responsibilities.One of the key challenges of this role was to ensure that the FAA project was implemented on time, to spec, and within budget. To achieve this, I developed a comprehensive project plan that included clear timelines and milestones for each phase of the project. This allowed me to closely monitor progress, identify potential roadblocks and take corrective action as needed to keep the project on track.Throughout the project, I worked closely with the project team to ensure that they had the resources and support needed to deliver on their respective tasks. I also provided regular updates to senior management on project progress, including any risks or issues that needed to be addressed.In the end, the FAA project was successfully implemented, with all requirements met on time, to spec, and within budget. This was a major achievement for the bank, and I was proud to have played a key role in its success. Show less

  • Business Lead - FAA project

    Feb 2010 - Apr 2011

  • Risk Manager

    Jan 2008 - Feb 2010
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  Bank of New Zealand

  Jul 2011 - Nov 2015

  As a Retail Wealth Manager, my main responsibility is to develop and implement effective retail wealth management solutions across the retail network, aimed at the affluent segment. I strive to build a profitable and competitive business that is highly regarded in the broader wealth market.My role involves leading a team of financial advisers and collaborating with other areas of the business to provide clients with specialist capabilities, including insurance and investment offerings. I also enjoy coaching and mentoring Investment and Insurance Advisers to help them provide excellent service to clients and intermediaries, and to prepare them for future opportunities within the bank.Additionally, I contribute to process improvement initiatives and support the implementation of organisational strategies. I maintain high standards of professionalism and ethics, ensuring compliance with relevant external legislation, bank standards, and internal operating policies and procedures. Show less As the Compliance and Advice Operations Manager for BNZ Private Bank, my primary responsibility is to implement a compliant, efficient, and effective operating model that aligns with the financial advice strategy and meets the needs of our clients. This involves establishing key performance indicators that are consistent with the strategy and client priorities, while also ensuring compliance with the role specific regulations. The goal is to create a scalable and high-performing compliance and advice function that supports the overall success of BNZ Private Bank. Show less

  • Retail Wealth Manager

    Sept 2012 - Nov 2015

  • Advice Strategy Manager

    Nov 2011 - Sept 2012

  • FAA compliance manager (acting)

    Jul 2011 - Nov 2011
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  Westpac New Zealand Limited

  Nov 2015 - Dec 2017

  Program Manager

  As the Program Manager for Wealth & Private Bank at Westpac, I collaborated with McKinsey's transformational office to establish and execute a well-defined strategy and vision for the wealth business. Together, we identified and successfully rolled out a series of transformative initiatives to enhance the business's overall performance.

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  Self employed

  Dec 2017 - May 2019

  Independent Contractor

  As a contract project manager, I specialise in financial services projects with expertise in financial planning and wealth, compliance, and insurance. I have experience in improving processes, developing claims strategies, and optimising operations and supply chain management in these areas.

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  IAG

  Mar 2018 - now

  As the Manager of Operational Optimisation at IAG, I lead a team of 19 professionals across all trading divisions in New Zealand and Australia. By implementing Lean methodologies, RPA, and AI automation using UI Path and AWS, I delivered over 200,000 hours of value through process optimisation and automation initiatives. Through my efforts, I achieved significant operational efficiency, productivity, and cost savings for the organisation, resulting in a return of 40,000 hours of work through business process reengineering using Lean Six Sigma methodologies. Additionally, I developed an automation strategy and delivery approach using UI Path at both central and federated levels, leading the delivery of a trans-Tasman strategic automation and optimisation program. Show less Establishing and promoting a culture of Continuous Improvement (CI) across IAG NZ through the development and implementation of a comprehensive CI Operating Model. This model integrated suitable productivity techniques and utilised existing organisational frameworks and resources to ensure successful execution.Managing and supervising the productivity team consisting of 13 individuals, to ensure that all CI initiatives are aligned with the company's overall goals and objectives.Advocating the benefits of CI throughout IAG NZ by sharing my specialised knowledge and expertise, and by developing a maturity model that incorporates the latest advancements in automation technology. This helped to ensure that the company remains at the forefront of CI initiatives and continues to innovate and improve its processes over time. Show less

  • Operational Excellence Delivery Manager.

    Jul 2023 - now

  • Manager, Operational Optimisation

    Aug 2020 - Jul 2023

  • Manager, Productivity

    May 2019 - Aug 2020

  • Senior Project Manager

    Mar 2018 - May 2019