Head of B&PB Investment and Execution

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.

About the Role

As Head of Investment and Execution in our Business and Private Bank, you’ll play a key role in ensuring strategic priorities are translated into disciplined, well-governed, funded and measurable delivery outcomes.

The role leads investment governance, portfolio execution disciplines, benefits management, delivery reporting and performance insights across B&PB. It provides central leadership over the standards, processes, rhythms and controls required to support effective prioritisation, investment decision-making, delivery confidence and sustainable execution of the divisional strategy.

Role Type: Secondment / Fixed Term , 12 months 
Role Location: Melbourne or Brisbane or Sydney
Work Hours: Full-Time

What will your day look like?

As the Head of Investment and Execution, you are accountable for:

Divisional Execution System and Delivery Model

• Own the design, operation and continuous improvement of B&PB’s divisional investment execution system, across investment, BAU and regulatory delivery, including ownership of the BAU system.


• Lead the divisional planning and continuous prioritisation cycle, aligning investment, capacity and resources to the highest-value customer, growth, productivity, risk and regulatory outcomes.


• Maintain an integrated divisional view of priorities, capacity, commitments, dependencies and constraints, escalating where required to protect strategic outcomes.


• Govern the divisional operating rhythm with clear accountabilities, decision rights, standards and escalation pathways across Managing Directors, Initiative Leads and delivery teams.


• Set the execution disciplines, frameworks and tools required to lift delivery maturity, organisational accountability and prioritisation across B&PB.

Investment Governance and Portfolio Management

• Lead the divisional investment governance processes across the B&PB portfolio from strategic allocation and business case challenge through to delivery assurance, benefits realisation and closure.


• Lead portfolio planning, forecasting, financial management, benefits realisation and reporting in partnership with Finance and key stakeholders, ensuring accurate portfolio data across financials, resources, risks and benefits.


• Support initiative owners to manage and escalate investment and delivery risks.


• Lead the portfolio benefits framework, ensuring benefits are effectively measured, monitored, realised and reported.


• Ensure compliance with investment, value management and financial governance requirements.


• Partner with Initiative Leads, who own business cases, funding, delivery commitments and value realisation.


• Enable portfolio trade-off decisions within fixed capacity constraints.


• Ensure new priorities are balanced by explicit de-prioritisation decisions.

Delivery Governance, Reporting and Performance Insights

• Lead the governance forums, performance measures and reporting standards required to give executives a clear, forward looking view of portfolio health and delivery confidence.


• Ensure reporting is both retrospective and forward-looking. Accountability for delivery, financial performance and realised benefits, alongside insight into capacity, risks, dependencies and delivery confidence.


• Provide concise, decision oriented insights across strategic alignment, financial performance, milestones, benefits, capacity, risk and interdependencies.


• Lead portfolio reporting and governance materials to support executive decision-making.


• Maintain an integrated view of divisional priorities, roadmaps, commitments, delivery confidence and support the resolution of cross portfolio risks, dependencies and prioritisation challenges.


• Ensure adherence to ANZ governance, policy and regulatory requirements.


• Connect strategy, performance, investment and execution through one management system.

Leadership and Stakeholder Engagement

• Lead develop and retain a high-performing Investment & Execution team.


• Build strong relationships across B&PB and enterprise stakeholders to support delivery outcomes.


• Provide expert guidance on investment governance, portfolio management and delivery practices.


• Influence senior leaders on investment, prioritisation and execution decisions.


• Contribute to broader B&PB and ANZ strategic priorities as required.

What will you bring?

To grow and be successful in this role, you will ideally bring the following:

Must have’ knowledge, skills and experiences

• Portfolio Execution and Governance: Extensive experience leading portfolio governance, investment oversight and complex business execution in large organisations.


• Investment and Financial Management: Strong expertise in portfolio funding, forecasting, budgeting, benefits realisation and financial performance management.


• Delivery Management: Proven experience leading complex initiative delivery, including planning, governance, risk and dependency management.


• Execution System Design: Ability to establish governance, reporting and execution disciplines that drive delivery performance and decision-making.


• Strategic and Commercial Acumen: Ability to align strategy, investments and delivery priorities to achieve business outcomes.


• Risk and Controls Mindset: Strong capability to identify, manage and escalate delivery, financial and operational risks.


• Data-Informed Decision-Making: Ability to leverage portfolio and performance data to generate insights and support decision-making.


• Stakeholder Management and Influencing: Proven ability to influence and partner with senior leaders across complex stakeholder environments.


• People Leadership: Experience leading teams, building capability and fostering a high-performance culture.


• Communication: Clear and effective communicator, able to translate complex information for executive and stakeholder audiences.

Good to have’ knowledge, skills and experiences

• Business & Private Bank Experience: Strong understanding of the Business & Private Bank business and operating environment.


• ANZ Delivery and Investment Frameworks: Knowledge of ANZ delivery, investment and governance frameworks.


• Enterprise Transformation: Experience delivering large-scale transformation and simplification initiatives.


• Delivery Excellence: Experience driving delivery quality, governance and continuous improvement.


• Change Leadership: Experience leading and embedding organisational change.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.

To find out more about working at ANZ, visit https://www.anz.com.au/careers. You can apply for this role by visiting ANZ Careers and searching for reference number 126317 .
 

Job Posting End Date

4 November 2026, 11.59pm, (Melbourne Australia)