Director, Practice Optimisation Lead

Job Summary

Skip to main content Director, Practice Optimisation Lead Queensland - Remote Full time Posted Today REQ-051779 The Group Morningstar is a global leader in investment research, portfolio construction, asset allocation, and wealth management solutions. Through our Managed Portfolios business, we partner with financial advisers across Australia to help them deliver superior client outcomes while building more valuable, scalable, and sustainable advice businesses. Our ambition extends beyond investment management. We seek to become the strategic partner of choice for Australian advice businesses by combining world-class investment expertise, behavioural research, practice management insights, and technology-enabled solutions to help advisers achieve better client outcomes and stronger commercial outcomes. 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...