Planning Specialist - Experience Strategy

Careers with Impact

More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

We’re looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members’ long-term outcomes. In return, you’ll be part of an organisation where your work contributes to strong returns, real-world impact, and a culture that reflects the communities our members serve.
Bring your authentic and passionate self to this exceptional role #careerswithimpact

About the role

Sitting within the Brand and Marketing team and working closely with the Experience Leadership Team, you will be the connective tissue between big ideas and real-world delivery. You will work alongside senior leaders to own the planning rhythm, track progress against OKRs, prepare executive-grade materials, and ensure every decision is anchored to HESTA's purpose.

• Facilitate annual OKR-setting with senior leaders and keep quarterly metrics current and meaningful
• Prepare roadmaps, progress updates, and workshop materials that help the Experience Leadership Team make sharp, informed decisions
• Maintain compliance documentation aligned to regulatory requirements and support board-level reporting on strategic outcomes
• Work across functions, including the CXO, Head Of and General Manager level stakeholders, to consolidate inputs and drive alignment

About you

You bring energy and positivity into the room. You are the kind of person who thrives in complexity, stays organised when priorities shift, and knows how to bring the right people along with you. You are adaptable by nature, agile in practice, and you genuinely enjoy the challenge of making strategy land in the real world. Here is what we are looking for:

• Proven experience translating strategy into executable plans, with a track record of keeping complex work on track and connected to the bigger picture
• Strong stakeholder management skills and the confidence to hold your own with senior leaders, Head Ofs, GMs, , building trust and alignment across the room
• Agile experience and comfort working in sprint-based environments, including tools such as Monday.com, MIRO, or JIRA
• Excellent written communication and facilitation skills, with experience crafting executive papers, strategy briefings, or workshop content that actually moves people to action
• Highly organised with a sharp attention to detail, and the adaptability to pivot when things change without losing momentum or clarity
• A degree in Business, Commerce, or a related field, and a genuine enthusiasm for how great organisations plan, collaborate, and deliver

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity. 

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team careers@hesta.com.au and we’ll call you to discuss. 

Please note: Applications via recruitment agencies will not be accepted for this position