Are you an experienced leader in investment management, financial strategy and taxation services looking to make a meaningful impact for Queenslanders? Queensland Public Trustee (QPT) is seeking a Director, Investment Advisory and Taxation Services to lead the strategic management of investment and taxation services that support the financial wellbeing of our customers and the long-term sustainability of the organisation.

Job details

This is a key leadership role within the Financial Services Division, providing expert advice on investment strategy, taxation matters, financial governance and market performance. You will work closely with the Executive Director, Investment and Finance Services and Chief Financial Officer, executive stakeholders and the QPT Investment Board to optimise investment outcomes, drive innovation and ensure strong regulatory compliance across a complex and highly regulated environment.

This is a unique opportunity to influence strategic decision-making, lead multidisciplinary specialist teams and help shape the future direction of QPT's investment and financial service offerings. This is a permanent Senior Officer opportunity is based in Brisbane.

Why join QPT?

• Influence strategic investment outcomes: Lead the development and implementation of investment strategies that optimise returns across the Common Fund, investment funds, charitable trusts and other managed assets while balancing risk and compliance.
• Provide trusted executive advice: Partner with senior leaders, the Public Trustee and the QPT Investment Board to deliver authoritative advice on investment performance, market trends, taxation and financial strategy.
• Drive innovation and continuous improvement: Shape the future of QPT's investment, taxation and financial services by identifying opportunities to strengthen products, services, governance and operational effectiveness.
• Make a meaningful impact: Help safeguard and grow funds managed on behalf of customers, ensuring financial solutions meet both short and long-term needs while maintaining strong stewardship and accountability.

About you

You are a strategic and influential leader with extensive experience in investment, financial and taxation services, and a proven ability to provide trusted advice in complex and highly regulated environments. You build high-performing teams, drive continuous improvement and make sound decisions that deliver positive outcomes for clients and the organisation.

You'll succeed in this role if you bring:

• Proven expertise in investment management, financial strategy and governance.
• Strong leadership capability with a focus on developing high-performing teams and driving business improvement.
• Exceptional analytical and strategic thinking skills to assess market trends and inform decision-making.
• The ability to provide authoritative advice on complex taxation, financial and regulatory matters.
• Excellent communication and influencing skills, with experience preparing executive-level briefings, reports and recommendations.
• A strong understanding of contemporary legislative, regulatory and compliance frameworks relating to investments, securities and taxation.

Interested in applying?

Please provide the following information in your application:

• A cover letter (maximum two pages) telling us what you will bring to the role and your motivation for applying.
• Your current CV or resume (maximum three pages is recommended), including any mandatory and/or other requirements.
• Details of two referees who have a thorough knowledge of your capabilities, work performance and conduct within the previous two years. It is preferable to include your current or immediate past supervisor.

Only those persons eligible to work in Australia may be employed by QPT. Prospective employees will be required to provide proof of identity and documentary evidence of their right to work in Australia.

QPT is a value for money independent state trustee service dedicated to advancing and safeguarding the rights, interests and wishes of Queenslanders in need of financial management, trust and estate planning and administration support. We have been looking after Queenslanders and their families since 1916.

Further information

We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity.

Documents

Before applying for this vacancy please ensure you read the documents below.

• SO - Director Investment Advisory and Taxation Services (PDF, 325KB)
  Role Description