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Integration Manager, Perpetual Wealth Management
Perpetual
Sydney, AUS
Full-time
Senior · 5+ years experience
Onsite
Discovered 2 weeks ago
Free
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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.
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