Australian Ethical Investment

Manager

• Develop and deliver a fit‑for‑purpose change strategy aligned to organisational and program goals.
• Identify risks, resistance and dependencies and implement mitigation plans.
• Partner with cross‑functional teams to plan and execute change initiatives, including communication, training and engagement activities.
• Build alignment and advocacy with executives, managers and teams.
• Develop strong, trusted relationships across project teams, business units and external partners.
• Communicate proactively and deliver clear, engaging materials.
• Support readiness and capability uplift through training and engagement.
• Assess impacts on people, processes and systems, and monitor readiness and adoption.
• Refine change methodologies, tools and practices, incorporating lessons learned and industry best practice.

Senior Change Manager

People Operations

• Partner with executives and senior leaders to align people strategy with business objectives, purpose and values
• Anticipate organisational needs and deliver pragmatic, high‑impact people solutions
• Lead talent strategy across workforce planning, succession, capability and leadership development
• Coach leaders on performance, employee relations, change and complex people matters
• Drive organisational design, restructures and change initiatives as the business scales
• Partner with Talent Acquisition to build strong, future‑ready talent pipelines
• Embed inclusion, equity and belonging into everyday people practices
• Use data and insights to inform critical workforce and talent decisions
• Oversee core HR operations, ensuring efficient, compliant and continuously improving processes
• Lead annual remuneration and performance review cycles and external data submissions
• Stay ahead of HR, market and legislative trends to keep the organisation competitive
• Lead and develop the P&C Coordinator, driving accountability and delivery

Senior People and Culture Business Partner

Customer Support

• Maintain full ownership of the Knowledge Management System.
• Update existing resources in response to feedback, system changes or regulatory updates.
• Create new articles, workflows, guides and reference materials as required.
• Conduct periodic reviews of all content to ensure accuracy, usability and relevance.
• Identify opportunities to improve knowledge structure, accessibility and design.
• Lead and coordinate the induction program for new starters within the Client Services team.
• Develop and deliver upskilling programs for existing team members based on business and individual needs.
• Ensure all training materials and content remain current and compliant with regulatory or process changes.
• Collaborate with subject-matter experts and leadership to identify capability gaps and maintain a skills matrix.
• Conduct regular quality monitoring of customer interactions, including calibrations.
• Identify recurring pain points, process gaps and behavioural trends, and propose solutions.
• Provide timely feedback to leaders on performance themes and potential improvement areas.
• Actively look for opportunities for the Client Services team to engage new and existing members.

Capability Support Specialist

Financial Planning and Analysis

• Provide portfolio management and oversight across Private Markets exposures (growth, defensive, property and infrastructure)
• Support the origination and execution of direct private market / alternative investment opportunities (including evaluation, due diligence and execution support)
• Lead the origination, evaluation, selection and ongoing management of partnerships with specialist alternatives managers
• Support existing private markets products and contribute to new product initiatives (including investment and product inputs)
• Provide internal thought leadership in private markets (insights, market themes, capability uplift)
• Conduct regular monitoring and reporting of investments (performance vs risk/return expectations) and recommend changes where needed
• Work collaboratively with stakeholders across Product, Finance, Legal, Strategy and Distribution to deliver outcomes.
• Support preparation and presentation of strategy updates, new products and investment reports to relevant governance forums (including Investment Committee, as required).

Private Markets Investment Manager

Client Services Representative

• Deliver an outstanding customer experience by providing customers with information regarding their superannuation and managed fund products via inbound and outbound phone calls
• Actively manage the customer inbox, to ensure all enquiries are responded to in a timely, and professional manner
• Maintain an in-depth understanding of Australian Ethical’s suite of managed fund and superannuation products and knowledge of legislation, policies, and procedures
• Liaise with our (outsourced) administration providers to ensure excellent service levels at their end are consistently being maintained
• Actively look for opportunities to engage new and existing members, and empower them to take control of their super

Client Service Officer

Executive Assistant

• Providing senior‑level support to the CEO, COO and ELT, including:
• · Complex calendar and email management
• · Strategic prioritisation and time optimisation
• · Preparation of presentations, board/ELT papers, reports and correspondence
• · Monitoring, reporting and driving progress on ELT/SLT OKRs
• · Time and workflow optimisation
• · Acting as a trusted liaison between senior leaders and internal/external stakeholders
• · Ensuring executive communications are professional, timely, and aligned with organisational messaging
• · Anticipating business rhythms, pressure points and stakeholder needs to proactively manage competing priorities
• Leading, mentoring and developing a team of Executive Assistants/Support staff
• Monitoring team workload to ensure balanced, effective executive support coverage
• Establishing service standards, workflows and best‑practice processes for executive support
• Providing coaching, feedback and performance management
• Driving continuous improvement in administrative systems, documentation and executive processes
• Building a high‑performing, collaborative team culture aligned with our values

Senior Change Manager

Senior People and Culture Business Partner

Capability Support Specialist

Private Markets Investment Manager

Client Service Officer

Lead Executive Assistant