In-Demand Senior research analyst, perpetual wealth management Jobs in Sydney, Nsw

Integration Analyst – Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Salesforce
- AI
- Work from home
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
4d
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Perpetual Wealth Management Graduate Program 2027
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Organisational skills
- Business
- Annual leave
- Fuel discount
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Mailroom Officer – Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Outlook
- Administrative experience
- Computer skills
- Work from home
4d
Senior Analyst - Equity Research (TMT) - Vice President/Executive Director - Australia
JPMorganChase —Sydney NSW
- Full-time
- Writing skills
- Research
- Master's degree
9d
Workplace Lead, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Bachelor's degree
- Agile
- IT
- Work from home
6d
Senior Research Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Research
- Finance
- Master's degree
- Work from home
3d
Senior Product Analyst, Custody – Perpetual Corporate Trust
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Master's degree
- Bachelor's degree
- Work from home
Senior Fund Analyst (Parental Leave - Fixed term)
ESR Group —Sydney NSW
- Contract
- Microsoft Powerpoint
- Microsoft Excel
- Management
Quick Apply
7d
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- No degree
- Work from home
5d
Senior Analyst/Manager, Credit Risk, Corporate and Institutional Banking
Macquarie Group Limited —Sydney NSW
- Full-time
- Remote
- Research
- Communication skills
- Annual leave
- Work from home
Research, Insights, and Analytics Manager
Standards Australia —Sydney NSW
- Full-time
- Data analysis skills
- Research
- Analysis skills
Senior Business Analyst
Royal Rehab —Milsons Point NSW
- Full-time
- Microsoft Office
- Analysis skills
- No degree
- Health insurance
- Employee assistance program
3d
Research Analyst
NSW Department of Communities and Justice —Parramatta NSW
- $116,981 - $129,492 a year
- Call employer
- Hybrid work
- Microsoft Excel
- Research
- No degree
- Employee assistance program
8d
Accounts Payable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Accounting
- Communication skills
- Work from home
9d
Graduate Analyst - ISO
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
7d
Analyst
IRI Worldwide (Australia) —Blenheim Road NSW
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Marketing
- Annual leave
- Parental leave
Quick Apply
Accounts Receivable Officer, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Microsoft Office
- Organisational skills
- Work from home
9d

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Integration Analyst – Perpetual Wealth Management

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Management
Salesforce
AI
Business
Accounting
Communication skills

Full Job Description

Perpetual Wealth Management is seeking an experienced and highly organised Integration Analyst, 12 month contract position to support the successful onboarding and integration of newly appointed advisers into Perpetual Private.

Working closely with the Integration Manager, this role will help coordinate onboarding activities, manage key milestones, and ensure advisers receive a seamless introduction to the business. You will play an important role in delivering a consistent adviser experience through effective project coordination, stakeholder engagement, process improvement and operational support.

This is an excellent opportunity for someone with experience in wealth management, financial advice operations, adviser onboarding or project coordination who enjoys working in a fast-paced, client-focused and highly regulated environment.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Key responsibilities

In this role, you will:

Support the completion of pre-day-one adviser onboarding activities to help ensure a smooth commencement experience.
Assist in the development of tailored onboarding and transition plans for newly appointed advisers.
Take ownership of assigned milestones within adviser onboarding plans and drive these through to completion.
Coordinate onboarding training requirements to support advisers as they integrate into the business.
Curate, maintain and improve onboarding collateral to support efficient and effective adviser onboarding.
Work with internal stakeholders to identify and resolve delays that may impact a seamless onboarding experience.
Support continuous improvement across adviser onboarding processes and operational workflows.

About you

You will be a proactive, detail-oriented and collaborative professional who is confident managing multiple priorities and working with a range of stakeholders. You will bring a practical and solutions-focused approach, with the ability to support delivery in line with adviser expectations, client requirements and compliance obligations.

You will have strong communication, analytical and problem-solving skills, and will be comfortable working in an environment where accuracy, responsiveness and stakeholder engagement are critical to success.

Essential skills and experience

To be successful in this role, you will bring:

Two plus years’ experience working within a wealth management business that provides financial advice.
Experience supporting adviser onboarding, ideally from a project planning, implementation, operational or client relationship management perspective.
Knowledge of the regulatory framework as it relates to the provision of personal financial advice to retail clients.
A demonstrated knowledge of the Australian platform landscape, including investment and superannuation/pension platforms.
A degree in Accounting, Economics, Business, Law or a related field.

Desirable skills and experience

The following experience would be highly regarded:

Experience working with third-party supplier relationships.
Familiarity with Salesforce and/or Xplan.
Qualifications in change management, project management and/or financial advice.
Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.

How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development

Diversity and inclusion

Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Apply Now

Refine Your Search

senior research analyst, perpetual wealth management jobs in sydney, nsw

Integration Analyst – Perpetual Wealth Management

Senior Manager, Investment Operations, Perpetual Wealth Management

Integration Manager, Perpetual Wealth Management

Perpetual Wealth Management Graduate Program 2027

Paraplanner, Perpetual Wealth Management

Mailroom Officer – Perpetual Wealth Management

Senior Analyst - Equity Research (TMT) - Vice President/Executive Director - Australia

Workplace Lead, Perpetual Wealth Management

Senior Research Analyst

Senior Product Analyst, Custody – Perpetual Corporate Trust

Senior Fund Analyst (Parental Leave - Fixed term)

Procurement Specialist (Vendor Manager), Perpetual Wealth

Senior Analyst/Manager, Credit Risk, Corporate and Institutional Banking

Research, Insights, and Analytics Manager

Senior Business Analyst

Research Analyst

Accounts Payable Officer, Perpetual Wealth

Graduate Analyst - ISO

Analyst

Accounts Receivable Officer, Perpetual Wealth

I want to receive the latest job alert for senior research analyst, perpetual wealth management in sydney, nsw

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