CAREERS

About the role

Based in our Tauranga office, this is a fixed-term position reporting to the Marketing Director. 

This is a senior, hands-on specialist role requiring the judgement and experience to lead a structured assessment across a complex business environment. You will work across Marketing, Legal, Compliance, Digital Business, Operations and other key teams to establish a clear view of Craigs' current document and form landscape, define practical governance and workflow requirements, and recommend a scalable approach to document and notice management. The role combines detailed investigation with stakeholder leadership, process design and operational change, and is not an administrative document-control position.

Key responsibilities include:

• Lead the identification, cataloguing and validation of business documents and forms, including where they are held, how they are accessed and how they are used.
• Strengthen and maintain the central document register, ensuring it provides a reliable view of master files, templates, artwork, editable source files and publication points.
• Confirm clear business ownership, approval responsibilities and review requirements for each document.
• Map dependencies across documents, including disclaimers, legal references, clauses, terminology, business rules, linked forms and related communications.
• Document current-state processes and stakeholder requirements across document creation, review, approval, version control, storage, publication, update and distribution.
• Identify risks, gaps and opportunities to simplify, consolidate, retire or reformat duplicated, outdated or overly complex documents and forms.
• Coordinate consistency reviews and work with Legal and Compliance specialists to identify where formal review or escalation is required.
• Review Marketing's role in document requests, design and template changes, approvals, publication, intranet access and ownership handover.
• Develop a practical baseline governance framework covering ownership, approval pathways, review cadence, register maintenance, change protocols and reporting.
• Partner with Digital Business, Procurement and subject matter experts to assess future-state tool, platform and workflow requirements and recommend a scalable, sustainable document and notice management solution.

About you
We are looking for an experienced specialist who can quickly build credibility across the business, bring structure to a complex and evolving area, and move confidently between detailed document analysis and senior stakeholder discussions. You will be able to demonstrate:

• Substantial experience leading structured assessment, governance, business process or operational change work in a complex organisation.
• A proven ability to take an ambiguous business problem, establish a clear current-state view and translate findings into practical future-state recommendations.
• Strong commercial judgement and the confidence to challenge existing processes, clarify accountability and make well-reasoned recommendations.
• Experience working across multiple functions and with senior stakeholders, business owners and subject matter experts.
• Advanced attention to detail, with strong proofreading and quality assurance capability.
• Practical understanding of document governance, workflow design, version control, ownership, approvals, auditability and change management.
• Experience balancing regulatory, legal or compliance requirements with operational practicality and user experience.
• Excellent written and verbal communication skills, including the ability to document complex processes and present clear recommendations.
• Advanced capability in Microsoft Word, Excel, PowerPoint, Outlook and SharePoint.
• A self-directed, delivery-focused approach, with the ability to prioritise, work through complexity and maintain momentum across multiple workstreams.

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – here.

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.