In-Demand Integration manager, perpetual wealth management Jobs in Randwick, Nsw

Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Business Systems Lead (Luxury Travel)
Frontier Travel —North Sydney NSW
- $80,000 - $90,000 a year
- Full-time
- CRM software
- Salesforce
- Databases
Quick Apply
9d
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
Implementation Project Manager
Gridsight —Sydney NSW
- $2,500 a month
- Full-time
- Hybrid work
- Management
Quick Apply
1d
Supply and Distribution Manager
Tuhorse Pty Ltd —Marrickville NSW
- $85,000 a year
- Full-time
- Customer service
- ERP systems
- Education
Quick Apply
PeopleSoft Consultant
Delivery Centric Technologies —Sydney NSW
- Full-time
- ERP systems
- Databases
- SQL
Quick Apply
TLM TEST LEAD OR TEST MANAGER
MACS Technologies —Sydney NSW
- Contract
- Management
Senior Project Manager
MetLife —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
- Parental leave
- Employee assistance program
Programme Manager (12-Month Fixed-Term Contract)
Tryzens Global —Sydney NSW
- Full-time
- Hybrid work
- Agile
- Leadership
- Annual leave
- Work from home
Quick Apply
14d
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- No degree
- Work from home
AUNZ Marketing and Operations Manager, Global Business Marketing
TikTok —Sydney NSW
- Analysis skills
- Agile
- Communication skills
Resilience Manager
Australian Payments Plus —Sydney NSW
- Full-time
- Hybrid work
- Management
Quick Apply
8d
Project Manager
Pro AV Solutions —Sydney NSW
- Full-time
- Hybrid work
- Management
- Schematics
- Electrical experience
- Employee assistance program
Quick Apply
6d
EY Parthenon - Manager or Senior Manager - Strategy and Execution
EY —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Management
- Parental leave
Paraplanner, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Work from home
Social Media Manager
INNOCEAN Australia —Darlinghurst NSW
- $80,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Work from home
- Parental leave
Quick Apply
8d
Senior People Generalist / HR Manager
Xpansiv —Sydney NSW
- $135,000 - $150,000 a year
- Full-time
- Human resources
ICT Manager
Hanshow Australia Pty Ltd —Macquarie Park NSW
- $170,000 - $190,000 a year
- Full-time
- Management
- English
- In-person
- Free food
Quick Apply
1d
EY Parthenon - Senior Consultant or Manager - Strategy and Execution
EY —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Research
- Parental leave

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Integration Manager, Perpetual Wealth Management

Perpetual Limited -
Sydney NSW

Apply Now

Job Details

Full-time

Benefits

Work from home

Qualifications

Management
AI
Business
Accounting
Communication skills

Full Job Description

Perpetual Wealth Management is seeking an experienced Integration Manager for a 12month max term contract position, to lead a specialist team and play a pivotal role in supporting newly appointed advisers as they join and embed into the business. This role is focused on creating a high-quality adviser experience through structured onboarding, operational excellence, and the delivery of efficient, effective and seamless outcomes.

Working closely with senior leaders and key stakeholders across Wealth Management, you will help design and maintain scalable processes that support business growth while ensuring advisers receive the guidance, tools and support they need to succeed from day one.

This is a hands-on leadership role suited to someone who enjoys building structure, improving processes and delivering practical, compliant solutions in a complex wealth management environment.

Key responsibilities

In this role, you will:

Lead a small team of Integration analysts supporting the efficient, effective and compliant onboarding of advisers.
Provide newly appointed advisers with direct assistance through pre-employment and commencement activities.
Ensure all pre-day-one onboarding tasks are completed to support a smooth first day at Perpetual.
Develop and implement tailored onboarding plans for each adviser.
Create, maintain and improve repeatable onboarding processes to support adviser training and business assimilation.
Curate and enhance onboarding collateral to support efficient and effective adviser onboarding.
Partner with internal stakeholders to identify and resolve bottlenecks impacting the onboarding experience.
Identify and drive continuous improvement opportunities across adviser and client onboarding processes.

Skills and experience

To be successful in this role, you will ideally have:

At least five years’ experience working for a wealth manager providing financial advice to high-net-worth clients.
Hands-on experience implementing complex client Integration activities.
Experience developing plans and project managing Integration activity.
Demonstrated ability to manage multiple priorities without compromising attention to detail, delivery quality, client expectations or compliance requirements.
In-depth knowledge of the regulatory framework relating to financial advisers authorised to provide personal financial advice to retail clients.
Strong understanding of the Australian wealth management industry, including key players, segments, propositions, operating models and service providers.
Highly developed analytical, problem-solving, communication and stakeholder management skills.
Previous success in a similar Integration, onboarding, change or project-focused role.
Experience working as, or directly with, a financial adviser authorised to provide personal financial advice to retail clients.
Experience managing or overseeing third-party supplier relationships.
Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.

Qualifications

A degree in Accounting, Economics, Business, Law or a related field is essential for this role.
A qualification in change management, project management and/or financial advice would be highly regarded.

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
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.

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

integration manager, perpetual wealth management jobs in randwick, nsw

Integration Manager, Perpetual Wealth Management

Business Systems Lead (Luxury Travel)

Integration Analyst – Perpetual Wealth Management

Senior Manager, Investment Operations, Perpetual Wealth Management

Implementation Project Manager

Supply and Distribution Manager

PeopleSoft Consultant

TLM TEST LEAD OR TEST MANAGER

Senior Project Manager

Programme Manager (12-Month Fixed-Term Contract)

Procurement Specialist (Vendor Manager), Perpetual Wealth

AUNZ Marketing and Operations Manager, Global Business Marketing

Resilience Manager

Project Manager

EY Parthenon - Manager or Senior Manager - Strategy and Execution

Paraplanner, Perpetual Wealth Management

Social Media Manager

Senior People Generalist / HR Manager

ICT Manager

EY Parthenon - Senior Consultant or Manager - Strategy and Execution

I want to receive the latest job alert for integration manager, perpetual wealth management in randwick, nsw

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