Jira
Simone Roszbach
Summary
Results-driven Implementation Manager committed to reengineering and delivering consistent and strategic end-to-end business process solutions. Analytical professional well-versed in coordinating and prioritizing project tasks, managing timelines and maintaining project plans to communicate status to clients and senior management. Offering 4 years of experience overhauling financial management technology systems. Communicative leader with proven track record of proactively identifying and resolving problems with creative solutions.
Overview
2026
2026
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Senior Training and Relationship Manager
Praemium
2020 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Product Services Officer
Centric Wealth
03.2015 - 11.2017
- Calculation of bulk level MDA trade orders intra period across national scheme of HNW clients.
- Formulated algorithms to reduce trading errors and maximise team productivity.
- Requested software and trained team to reduce lead time on projects.
- Developed strong understanding of SMA products with in-depth understanding of the principles of asset management and investment markets
Relationship Manager
Centric Wealth
02.2013 - 03.2015
Client Services Manager
The Practice
05.2010 - 12.2012
Business Implementation Manager
Praemium
2018 - 2020
- Outlined implementation plans, determined resources, wrote timelines and generated training schedules as part of project scope determination.
- Monitored contracts and service level agreements to identify potential risks and implement mitigation actions to protect development process from unforeseen delays and costs.
- Developed project plans identifying key issues, approaches and performance metrics.
- Coordinated internal audits and led remediation efforts for identified deficiencies.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Worked with Operations, Product and Technology departments to facilitate communication and deliver personalized solutions to customers.
Implementation Manager
Praemium
2017 - 2018
- Coordinated software conversion and implementation processes for company customers.
- Demonstrated software technology to prospective customers in support of lead generation efforts.
- Coordinated technology events and marketing activities to engage customer base.
- Listened to users, communicated training and translated technical information into easily understood terms.
- Prepared and delivered instructor-led training sessions and webinars for virtual product suite.
Education
Diploma of Financial Markets - ASX ADA Level 1
AFMA
Sydney, NSW 05.2017 - 06.2017
Bachelor of International Business -
RMIT
Melbourne, VIC 02.2001 - 07.2005
Skills
Transition & onboarding leadership
Relationship building and management
Risk mitigation and compliance
Financial products knowledge: IDPS, SMA, Managed Funds
Project delivery (Agile/Scrum, Jira)
Cross-functional collaboration (Product, Tech, Ops, PMO)
Accomplishments
2021 Praemium Relationship Manager of the Year
Certification
RG146, Kaplan
Software
Zendesk
Xplan
Praemium
Azure
AWS
MS Excel
Class
Iress
Timeline
Diploma of Financial Markets - ASX ADA Level 1
AFMA
05.2017 - 06.2017
Product Services Officer
Centric Wealth
03.2015 - 11.2017
Relationship Manager
Centric Wealth
02.2013 - 03.2015
Client Services Manager
The Practice
05.2010 - 12.2012
RG146, Kaplan
06-2008
Bachelor of International Business -
RMIT
02.2001 - 07.2005
Senior Training and Relationship Manager
Praemium
2020 - Current
Business Implementation Manager
Praemium
2018 - 2020
Implementation Manager
Praemium
2017 - 2018
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