At a Glance
- Tasks: Lead exciting projects in financial services, from automation to compliance.
- Company: Join a dynamic Perth-based wealth management firm with a collaborative team.
- Benefits: Competitive salary, performance bonuses, and direct exposure to leadership.
- Other info: Modern office close to public transport and great career growth opportunities.
- Why this job: Make a real impact while shaping the future of financial services.
- Qualifications: 3-6 years in project management or operations, with a passion for AI.
The predicted salary is between 121500 - 148500 $ per year.
Leeuwin Wealth is a Perth-based wealth management, financial planning and corporate finance firm built for Western Australians. We're a team of around 25 people, which means your work is visible, your ideas get heard, and you'll see the impact of what you build. We hold our own AFSL and are investing heavily in technology, automation and scalable processes as we grow.
We're looking for a Project Manager/Operations Analyst to own the projects and processes that keep a growing financial services business running well. Reporting to the Chief Operating Officer, you'll sit across Wealth, Financial Planning and Operations, turning priorities into delivered outcomes - from platform implementations and automation projects to compliance uplift and day-to-day operational excellence. This is a hands-on role for someone who enjoys both running a project and rolling up their sleeves to get the work done.
What you'll do:
- Lead operational and technology projects end to end: scoping, stakeholder engagement, timelines, testing, rollout and post-implementation review
- Map, document and improve core processes (client portal, advice creation, client onboarding, and client service initiatives)
- Drive automation and reporting initiatives using Copilot, Claude, Microsoft 365, Power Automate and Power BI
- Support the onboarding and management of key vendors and platforms (e.g. IRESS, FinClear, investment platforms)
- Act as a go-to problem solver for advisers and the wider team
About you:
- Understanding and enthusiasm for AI and its various use cases
- 3-6 years' experience in operations, project management or business analysis within wealth management, financial planning or a related financial services setting
- Working knowledge of the Australian regulatory environment (Corporations Act, ASIC Regulatory Guides, AML/CTF)
- A track record of delivering projects on time with multiple stakeholders
- Strong systems aptitude - advanced Excel essential; Power BI, Power Automate or SharePoint experience highly regarded
- Exposure to Adviser Platforms and CRMs a plus
What we offer:
- Competitive salary + super + performance bonus
- Direct exposure to firm leadership and the chance to shape how a growing firm operates
- Modern West Perth office close to public transport
Project Manager/Operations Analyst – Financial Services in Perth employer: Leeuwin Wealth Pty Ltd
Leeuwin Wealth is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Perth. With a focus on employee growth, you will have direct exposure to leadership and the opportunity to influence the operations of a growing financial services firm. Our commitment to investing in technology and automation ensures that your contributions are impactful and recognised, making this a rewarding place to advance your career.
