cx strategy⎮customer insights⎮experience design⎮customer innovation⎮cx data strategy⎮digital transformation@ TelstraSuper
Kew, Victoria, Australia
James Kelly
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FlashIntel GPTJames Kelly is a highly experienced manager with 18.9 years of work experience in the financial services industry. He has a wide range of skills including superannuation, financial planning, and wealth management. Based in Australia, specifically Victoria-Kew, James has held various positions at TelstraSuper, including Head of Customer Experience Strategy, Design, and Insight. He has also worked as a Digital Strategy and Digital Transformation specialist. With a strong background in strategic management and customer experience, James is skilled in business development and relationship management.
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About
Manager with broad experience across financial services including strategic management, customer experience, campaign management, business development, and relationship management.
Work Experience
Head Of Customer Experience Strategy, Design, And Insight
cx strategy⎮customer insights⎮experience design⎮customer innovation⎮cx data strategy⎮digital transformation
Head Of Member Experience
Head Of Digital
Manager, Member Education
Client Development, Education & Business Development
Manager, Member Education
Financial Services
James Kelly's Professional Milestones
- Financial Advisor (2005-01-01~2009-01-01): Provided strategic financial advice to clients, providing strategic financial guidance for their business objectives.
- Manager, Member Education (2012-07-01~2015-06-01): Creating and implementing a comprehensive member education program to support learning and support professional development.
Education
Skill
Superannuation
Financial Planning
Financial Advice
Retirement Planning
Wealth Management
Retirement
Pensions
Investments
Insurance
Portfolio Management
Stakeholder Management
Customer Relations
Business Strategy
Change Management
Product Development
Financial Analysis
Marketing Communications
Wealth
Investment Strategies
Strategic Financial Planning
Building Relationships
Income Protection
Customer Service
Financial Advisory
Business Development
Estate Planning
Investment Advisory
Relationship Management
Wealth Accumulation
Financial Services
Risk Management
Financial Planners
Asset Allocation
Asset Management
Holistic Financial Planning
Business Process Improvement
Equities
Smsf
Strategy
Investment Management
Financial Risk
Fixed Income
Defined Benefit
Personal Financial Planning
Business Relationship Management
Certification
Colleagues
Jenet Pyliotis
operations manager product owner - seeking new opportunities
David Schneider
Head Of Investment Strategy
Christopher Davies
Chief Executive Officer
Karen Symes
Chief Technology Officer
Krithika Hansen GAICD
Chief People Officer | Non-Executive Director | Board Member
Other Named James Kelly
Frequently asked questions
We found 1 James Kelly's email addresses
We found 1 James Kelly's phone numbers
James Kelly's social media include: Linkedin,
James Kelly works for TelstraSuper
James Kelly's role in TelstraSuper is cx strategy⎮customer insights⎮experience design⎮customer innovation⎮cx data strategy⎮digital transformation
James Kelly works in the industry of Financial Services
James Kelly's colleagues are Jenet Pyliotis,David Schneider,Christopher Davies
James Kelly's latest job experience is cx strategy⎮customer insights⎮experience design⎮customer innovation⎮cx data strategy⎮digital transformation at TelstraSuper
James Kelly's latest education in Squared Online
