# Investment Strategy Lead at ANZ

ANZ is hiring an Investment Strategy Lead in Sydney, Australia. Level rates it Little AI ●○○○; you can [apply on ANZ](https://jobsbylevel.com/go/f1036256-2e01-45e7-a0c0-48ba7cc3db81?utm_medium=ai-agent).

AI Level 1, AI centrality 35 out of 100. Sydney.

## Details

- Company: [ANZ](https://jobsbylevel.com/companies/anz)
- AI level: AI Level 1 (score 35 out of 100)
- Location: Sydney
- Posted: November 4, 2026
- Apply: https://jobsbylevel.com/go/f1036256-2e01-45e7-a0c0-48ba7cc3db81?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=investment-strategy-lead-at-anz-d235f7

## Description

About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. Join Business & Private Bank and help deliver our growth ambitions by backing Australian businesses and private clients with the insights, solutions and support they need to move forward. We play a critical role in delivering the ANZ 2030 Strategy and you’ll be part of a team guided by our values to put customers first, deliver with excellence, own the outcome and work as one. About the Role As an Investment Strategy Lead in our Business & Private Bank domain, you’ll play a key role in helping to Lead Investment Strategy, Investment Solutions and Investment Relations to deliver distinctive propositions, trusted insights and sustainable client outcomes that support Grow Private, while building a high-performing, accountable and risk-aware culture. You will provide the strategic direction for proposition development, key partnerships, adviser enablement and investment communications, ensuring delivery is aligned to Grow Private, ANZ's strategic priorities and sustainable client outcomes. Support the management of the end-to-end Private Investment Value Chain and convert market expertise, client insight and the strength of ANZ into scalable, differentiated solutions for HNW and UHNW clients. Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours. Role Type: Permanent Role Location: Melbourne or Sydney Work Hours: Full time, (40 hours/week) What will your day look like? Lead Investment Solutions and Investment Relations, establishing clear mandates, priorities, performance measures and accountability frameworks, deliver with excellence by setting high standards of execution and ensuring strong performance, risk management and client outcomes across both functions. Manage key strategic partnership to ensure the delivery the maximum value in for Private by providing direction, prioritisation and governance of investment partners supporting Private Support the management of the end-to-end Private Investment Value Chain, including proposition governance, communications, adviser enablement, partner management, operational effectiveness and risk Build a strategic partnership with ANZ Private Advice leadership so propositions, communications and adviser enablement deliver a consistent client experience Act as the senior Investment Office representative across Private Banking, Advice, Risk, Product, Wealth Platforms, Marketing and external partners Use client, adviser and market insight to continuously improve investment propositions and communications Leadership, performance and culture Put customers first by setting direction through the lens of sustainable client and adviser outcomes Own the outcome through clear end-to-end accountability, transparent reporting and early escalation of risk Work as one by connecting ANZ Private Advice, Private Banking, Risk, Product and enterprise partners around shared priorities Develop future leaders and specialist capability through coaching, feedback, succession planning and targeted development Manage business performance, the Private Investment Value Chain and regulatory obligations with strong governance What will you bring? 8–10 years’ relevant industry experience with deep knowledge of investment solutions for HNW and UHNW clients Tertiary or postgraduate qualification in business, finance, economics, or a related discipline; relevant advice qualifications desirable Demonstrated leadership of senior specialists across investment propositions, strategy, communications, or partnerships Strong commercial judgement and ability to connect investment capability to wealth penetration, retention, FUM and fee-based revenue growth Strong stakeholder management and

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/investment-strategy-lead-at-anz-d235f7

Source: https://jobsbylevel.com/jobs/investment-strategy-lead-at-anz-d235f7

## Cite this page

Level. https://jobsbylevel.com/jobs/investment-strategy-lead-at-anz-d235f7.

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