Paul Lyons
Sydney,NSW
Summary
Financial services professional with over 20 years’ experience in the financial services with a focus on superannuation and investment. Experience in product and relationship management with stakeholders including internal and outsourced administrators, financial advisers and fund managers. Experience in product development and governance including oversight and reporting on outsourced administration providers, development and implementation of DDO programs and APRA data reporting, annual compliance and product reviews.
Overview
23
23
years of professional experience
Work History
Product Manager – Managed Accounts
Colonial First State
08.2001 - Current
- Responsible for managing agreement novation’s through to execution with responsible entities, portfolio managers and advice licensees for a project which oversaw the realignment of entities within the group including changes to trustees, responsible entities, administrators and custodians across different products
- Supported the introduction of the CFS Edge Platform in drafting and managing agreement amendments
- Current duties include managing agreements and amendments for new and existing arrangements, supporting product initiatives such as PDS and TMD rollouts, new product initiatives and compliance change
- Accountable for drafting agreements for new and existing portfolio managers and external responsible entities and managing negotiations through to execution
- Manage review and sign off for managed account product disclosure statements and target market determinations
- Support for new product initiatives including developing compliance governance oversight
- Manage APRA data reporting for Managed Accounts.
Product Manager – External Platforms
AMP
04.2018 - 08.2021
- Responsible for the PortfolioCare and WealthView Platform products offerings covering Super and Pension and 4 Investment products
- Additionally responsible for the Relationship Manager of the external Platform Administrator and Custodian, including monitoring compliance and performance in accordance with agreements, legislation and product rules
- Provide end-to-end Product Management services for PortfolioCare and WealthView Wrap products (Super and Investment)
- Prepare and present board reporting for Superannuation and IDPS products
- Management of compliance in accordance with existing external provider agreements
- Co-ordinate weekly and monthly relationship and operational meetings
- SME representation on AMP and regulatory change projects which impact the product set
- Preparation and SME review of product documentation and member communications
- Relationship Manager with Asgard, the external provider of administration and custodial services
- Responsible Manager for all incidents and reportable breaches for PortfolioCare and WealthView products including management of rectification
- Ownership of the product mailbox supporting AMP, Asgard and aligned advice networks
- Monitoring of Asgard operational activities and performance in accordance with contracted Service Level Agreements
- Support and partner the Insurance Product Team in the relationship with the insurance provider including quarterly operations meeting, annual review and reprice review and implementation activities.
Product Manager – ERF and External Trustee Bonds
CommInsure
12.2012 - 01.2015
- Product management of two industry leading Eligible Rollover Funds in SuperTrace and Australian Eligible Rollover Fund for the external Trustee Perpetual, in addition to legacy Trustee Bond products
- Provide Product Management services for the SuperTrace Eligible Rollover fund, External Trustee Bond products managed by CommInsure and the Australian Eligible Rollover Fund (AERF) on behalf of Perpetual Superannuation Limited
- Product management services include but are not limited to the management and compliance of: Product Disclosure Statements (PDS), Annual Reports, Periodic Statements, Websites, Procedures
- Develop product initiatives and maintain all product material in-line with the Trust Deed, legislative requirements and member’s needs
- Build and maintain relationships with the product support staff including Administration, Finance, Investment and legal teams and with the eternal Trustee for AERF
- Work with other business units to manage and resolve fund incidents, complaints and complex queries
- Conduct monthly meetings with external Trustee to provide updates on fund activities
- Provide support for the strategic initiatives and daily operations on the Superannuation & Investment division
- Manage document review and sign off process
- Complete industry surveys.
Project Specialist
REST Industry Super
09.2011 - 06.2012
- Develop and produce Short-form PDS for approximately 70 Corporate Super Employer plans in line with legislative and product requirements including individual Group Life arrangements
- Manage due diligence process for PDS material
- Liaise with insurer to ensure update and sign off of corporate plan information, maintaining compliance with individual policies
- Review communication material for message, product and technical aspects
- Manage and develop projects as required
- Steering Committee member for Super Stream with regards to Corporate Super products
- Channel migration working group
- Work with other business units to manage and resolve fund incidents, complaints and complex queries
- Develop and maintain relationships with internal and external stakeholders.
Product Manager
FuturePlus Financial Services
03.2008 - 12.2010
- Provide Product Management services for two Industry Funds in-line with legislative requirements and fund objectives
- Maintain content material in-line with the Trust Deed, relevant insurance policies and legislative requirements
- Development of all Group Life and Voluntary Insurance related material including member information and online calculators ensuring compliance with policy documents
- Provide update communication to staff on product, legislative and insurance changes including presentations to senior management and clients
- Liaise with client Trustees on any legislative changes and product initiatives
- Work in conjunction with other business units on projects and initiatives
- Stakeholder review of marketing and communications material, training guides and process documents
- Build and maintain relationships with internal and external stakeholders
- Work with other business units to manage and resolve fund incidents, complaints and complex queries
- Conduct market research and analysis.
Education
Diploma in Finance and Mortgage Broking Management -
01.2015
Skills
- Product Deployment
- Product Management
- Contract Management
- Project Management
- Stakeholder Relationship Management
- Process Design
- Stakeholder Communication
- Documentation Management
- Technical Solution Development
Websites
Timeline
Product Manager – External Platforms
AMP
04.2018 - 08.2021
Product Manager – ERF and External Trustee Bonds
CommInsure
12.2012 - 01.2015
Project Specialist
REST Industry Super
09.2011 - 06.2012
Product Manager
FuturePlus Financial Services
03.2008 - 12.2010
Product Manager – Managed Accounts
Colonial First State
08.2001 - Current
Diploma in Finance and Mortgage Broking Management -
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