Executive Director, Financial Performance and Investments

NSW Trustee and Guardian is seeking an experienced, innovative, and strategic senior executive leader who is passionate about leading Financial Performance and Investments in a values-based Government organisation.

• Interesting and stimulating role, contributing to a positive difference in people's lives
• Ongoing opportunity - NSW Public Service Senior Executive Band 2
• Total Remuneration Package from $288,534 up to $324,688 per annum
• Location: Sydney and Parramatta

About NSW Trustee and Guardian

NSW Trustee and Guardian protects, promotes and supports the rights, dignity, choices and wishes of the people of NSW. The agency supports the Chief Executive Officer and the Public Guardian to provide customer-centred services to the people of NSW, including some of the state’s most vulnerable. We do this by providing a range of multidisciplinary services including will-making, trustee, financial management and guardianship services.

We write approximately 12,000 estate planning documents each year, support over 49,000 customers annually and manage over eight billion dollars in customer assets. A NSW Government agency within the Stronger Communities Portfolio, our services help support and protect people at critical moments in their lives.

To learn more about NSW Trustee and Guardian click HERE

About the opportunity

As the Executive Director Financial Performance and Investments, you lead and oversee the division to deliver investment compliance and operational effectiveness, efficient procurement strategies, supplier management and customer and agency financial services.

You will have significant fiduciary obligations and will be responsible for the efficient management of millions of financial and asset-based transactions each year, as well as the oversight of agency and customer funds and assets in excess of $8.1b. You will manage the performance of both internally and externally managed investments to deliver sound returns for customers and the agency.

About you

To be successful in this role, you will have proven ability to:

• Lead and direct the Financial Performance and Investments function including strategic forward planning and decision making, budget management and people leadership and implementation of best practice oversight and operational frameworks, controls, systems, policies and procedures.
• Drive the financial management of NSW Trustee and Guardian and oversee key agency requirements of financial planning, budgeting, insurance, and detailed performance reporting.
• Lead the investment of pooled customer funds (approximately $3.6b) through two common funds.
• Manage outsourced functions including custody, fund management, fund accounting, unit pricing and maintaining registers of customer investments.
• Direct the financial management of transactions relating to customers’ trust accounts and oversee the viability and risk of finance and funding strategies, products, services, markets and investments, and implement financial, commercial and risk management arrangements.

You will be based at our offices in Sydney and Parramatta. 
You will need to be able to travel to both sites as required.

For more details regarding this role, please click HERE to view the role description.

Inclusion and Diversity lies at the heart of how we recruit

We continue to hire great people with a wide variety of skills, experience, and backgrounds. This includes people with disability, Aboriginal and Torres Strait Islander Peoples, women, people identifying as LGBTIQ+ and other diversity groups.

Essential Requirements for the role

• Tertiary qualifications in finance or accounting and/or extensive equivalent experience.
• Chartered Accountant or CPA membership.

Key knowledge and experience

• Extensive financial planning and investment experience including the management, operation and accounting for large investment portfolios including cash, cash deposits, hedging, managed investment funds and passive investment management strategies.
• Extensive understanding of the public sector and government financial arrangements and procurement framework.
• Proven leadership experience and people management at a senior level.

Essential Employment Screening Requirements

Appointments are subject to reference checks and requires the following checks/ clearances:

• National Criminal History Record Check
• Any other checks as appropriate for the role

Applying for the role

• Submit a cover letter (maximum 2 pages) outlining how you meet the requirements and capabilities of this role
• Attach an up-to-date resume (maximum of 5 pages)
• Please note the maximum salary range published is not negotiable.
• A talent pool may be created for future ongoing and temporary roles and is valid for a period of up to 18 months.

Closing date: Monday, 1st April 2024 at 11.59pm (AEST)

For any enquires about the role and to apply, please contact Andre Waitsman (Managing Consultant, KornFerry) 
NSWTandG@kornferry.com or +0412 137 457 for a confidential discussion.

Our commitment to excellence

NSW Trustee and Guardian wants a high performing workforce. As a result, we value diversity and promote inclusion. We actively seek to employ women, people with a disability, Aboriginal and Torres Strait Islanders, LGBTI and people from culturally and linguistically diverse backgrounds.

Thank you for your interest in the Executive Director, Financial Performance and Investment role.