About The Role: Practice Optimisation Lead
Morningstar is seeking an experienced, highly credible, and commercially astute Practice Optimisation Lead (PO Lead) to join our Managed Portfolio business. Reporting directly to the Head of National Sales - Managed Portfolios, this is a senior client facing role.
The PO Lead will be responsible for building and leading Morningstar Australia’s practice optimisation proposition, creating a differentiated suite of value-add services that strengthen our position as a strategic partner to financial advice businesses. The role will work closely with the Head of National Sales and other internal stakeholders to identify opportunities to improve adviser productivity, profitability, scalability, and client outcomes.
The successful candidate will serve as a prominent external spokesperson for Morningstar’s practice optimisation offering, representing our business at industry conferences, client events, leadership forums, and professional associations. They will build Morningstar’s reputation as a thought leader in areas such as advice business growth, behavioural finance, and practice excellence.
A key component of the role will be designing and delivering a comprehensive “Train the Trainer” program to equip the Managed Portfolio Sales Team with the capability to have deeper, more strategic conversations with advice practices. This program will enable our sales professionals to deliver meaningful commercial insights and business improvement opportunities beyond traditional investment discussions.
This role requires a unique blend of commercial acumen, thought leadership, consulting capability and firsthand experience running a successful financial advice business. Extensive domestic and international travel will be required.