At a Glance
- Tasks: Coordinate onboarding activities and ensure a seamless experience for new advisers.
- Company: Join Perpetual Wealth Management, a leading ASX-listed company in Sydney.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Other info: Embrace a culture of inclusivity and collaboration while driving positive change.
- Why this job: Make a real impact by supporting advisers in their onboarding journey.
- Qualifications: 2+ years in wealth management and strong project coordination skills required.
The predicted salary is between 62100 - 75900 $ per year.
Perpetual Wealth Management is seeking an experienced and highly organised Integration Analyst for a 12-month contract position to support the successful onboarding and integration of newly appointed advisers into Perpetual Private.
Working closely with the Integration Manager, this role will help coordinate onboarding activities, manage key milestones, and ensure advisers receive a seamless introduction to the business. You will play an important role in delivering a consistent adviser experience through effective project coordination, stakeholder engagement, process improvement and operational support.
This is an excellent opportunity for someone with experience in wealth management, financial advice operations, adviser onboarding or project coordination who enjoys working in a fast-paced, client-focused and highly regulated environment.
Key responsibilities
- Support the completion of pre-day-one adviser onboarding activities to help ensure a smooth commencement experience.
- Assist in the development of tailored onboarding and transition plans for newly appointed advisers.
- Take ownership of assigned milestones within adviser onboarding plans and drive these through to completion.
- Coordinate onboarding training requirements to support advisers as they integrate into the business.
- Curate, maintain and improve onboarding collateral to support efficient and effective adviser onboarding.
- Work with internal stakeholders to identify and resolve delays that may impact a seamless onboarding experience.
- Support continuous improvement across adviser onboarding processes and operational workflows.
About you
You will be a proactive, detail-oriented and collaborative professional who is confident managing multiple priorities and working with a range of stakeholders. You will bring a practical and solutions-focused approach, with the ability to support delivery in line with adviser expectations, client requirements and compliance obligations.
You will have strong communication, analytical and problem-solving skills, and will be comfortable working in an environment where accuracy, responsiveness and stakeholder engagement are critical to success.
Essential skills and experience
- Two plus years’ experience working within a wealth management business that provides financial advice.
- Experience supporting adviser onboarding, ideally from a project planning, implementation, operational or client relationship management perspective.
- Knowledge of the regulatory framework as it relates to the provision of personal financial advice to retail clients.
- A demonstrated knowledge of the Australian platform landscape, including investment and superannuation/pension platforms.
- A degree in Accounting, Economics, Business, Law or a related field.
Desirable skills and experience
- Experience working with third-party supplier relationships.
- Familiarity with Salesforce and/or Xplan.
- Qualifications in change management, project management and/or financial advice.
- Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Contract Integration & Onboarding Analyst in Sydney employer: Perpetual
Perpetual Wealth Management is an exceptional employer, offering a dynamic and inclusive work environment in the heart of Sydney. With a strong commitment to employee growth, you will have access to tailored onboarding plans and continuous improvement initiatives that empower you to make a meaningful impact. Join a team that values collaboration and celebrates diversity, ensuring that every employee can thrive in their career journey.
