Integration Manager, Perpetual Wealth Management
About the job
The Integration Manager at Perpetual Wealth Management is a vital position focused on enhancing the adviser experience through structured onboarding and operational excellence. This hands-on leadership job is perfect for someone who enjoys building processes and delivering compliant solutions in a dynamic wealth management environment. Collaboration with senior leaders and stakeholders is key to ensuring advisers receive the support they need to thrive from day one.
You'll be responsible for
👥
Leading a team
Leading a small team of Integration analysts supporting the efficient, effective and compliant onboarding of advisers.🤝
Assisting advisers
Providing newly appointed advisers with direct assistance through pre-employment and commencement activities.📝
Developing onboarding plans
Developing and implementing tailored onboarding plans for each adviser.Key criteria
📊
Wealth management experience
5+ years in wealth management for high-net-worth clients.View
🛠️
Integration project management
Hands-on experience managing complex integration activities.View
🔍
Regulatory knowledge
In-depth understanding of financial adviser regulations.View
View more
