Perpetual Limited5 followers15 jobs

Integration Manager, Perpetual Wealth Management

Mid levelContractHybridSydney NSW, AustraliaPosted 2 months agoVerified 2 months ago
Pending fitX of Y criteria met

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.

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🛠️

Integration project management

Hands-on experience managing complex integration activities.

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🔍

Regulatory knowledge

In-depth understanding of financial adviser regulations.

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View more

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5 criteria for this job
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

Stakeholder management skills
Demonstrated ability to manage diverse stakeholder relationships.

View

AI tool proficiency
Emerging capability in using AI tools for process improvement.

View

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