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About the Role

Perpetual Wealth Management is seeking an experienced Integration Manager for a 12-month maximum term contract. This role involves leading a specialist team to support new advisers joining the business, focusing on creating a high-quality adviser experience through structured onboarding, operational excellence, and efficient, effective, and seamless outcomes. You will collaborate with senior leaders and stakeholders to design and maintain scalable processes that support business growth, ensuring advisers have the necessary guidance, tools, and support. This is a hands-on leadership position for someone who enjoys building structure, improving processes, and delivering practical, compliant solutions within the wealth management sector.

Responsibilities

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.

Requirements

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.
Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.

Skills

Analytical skills
Problem-solving skills
Communication skills
Stakeholder management skills
Artificial intelligence tools

Location

Australia

Work Type

12 month max term contract
Remote

Experience Level

Experienced

Education Level

Degree in Accounting, Economics, Business, Law or a related field
Qualification in change management
Qualification in project management
Qualification in financial advice

Benefits

Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development

About the Company

Perpetual Wealth Management is a company with a unique culture underpinned by three organisational behaviours: Stretch, Own it, Make an impact. These behaviours drive their approach to daily interactions, decision-making, and problem-solving.

Equal Opportunity

Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
A growing number of employee-led networks who work to raise awareness and drive continued change.
Support over 50 First Nations Communities, helping to secure the communities' future.
Encourage applications from Aboriginal and Torres Strait Islander People.
Committed to creating an inclusive workplace where diversity is celebrated.
Aim to provide an environment where you can thrive, no matter your background or circumstances.