Integration Manager, Perpetual Wealth Management
On-siteSydney, New South Wales, Australia
Job Summary
Lead a small team of Integration analysts to support the efficient, effective, and compliant onboarding of newly appointed advisers. Provide direct assistance through pre-employment and commencement activities, ensuring all pre-day-one tasks are completed to facilitate a smooth first day. Develop and implement tailored onboarding plans for each adviser while creating, maintaining, and improving repeatable processes to support training and business assimilation. Curate onboarding collateral, partner with stakeholders to resolve bottlenecks, and drive continuous improvement opportunities across adviser and client workflows. This hands-on leadership role focuses on delivering practical, compliant solutions within a complex wealth management environment.
Required Qualifications
- 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
- A degree in Accounting, Economics, Business, Law or a related field
Desired Qualifications
- A qualification in change management, project management and/or financial advice
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