Integration Manager, Perpetual Wealth Management

Job Description

Perpetual Wealth Management is seeking an experienced Integration Manager for a 12month max term contract position, to lead a specialist team and play a pivotal role in supporting newly appointed advisers as they join and embed into the business. This role is focused on creating a high-quality adviser experience through structured onboarding, operational excellence, and the delivery of efficient, effective and seamless outcomes. Working closely with senior leaders and key stakeholders across Wealth Management, you will help design and maintain scalable processes that support business growth while ensuring advisers receive the guidance, tools and support they need to succeed from day one. This is a hands-on leadership role suited to someone who enjoys building structure, improving processes and delivering practical, compliant solutions in a complex wealth management environment.

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Key responsibilities

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Key responsibilities In this role, you will:

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• Lead a small team of Integration analysts supporting the efficient, effective and compliant onboarding of advisers.
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• Provide newly appointed advisers with direct assistance through pre-employment and commencement activities.
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• Ensure all pre-day-one onboarding tasks are completed to support a smooth first day at Perpetual.
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• Develop and implement tailored onboarding plans for each adviser.
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• Create, maintain and improve repeatable onboarding processes to support adviser training and business assimilation.
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• Curate and enhance onboarding collateral to support efficient and effective adviser onboarding.
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• Partner with internal stakeholders to identify and resolve bottlenecks impacting the onboarding experience.
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• Identify and drive continuous improvement opportunities across adviser and client onboarding processes.
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Skills and experience

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• At least five years' experience working for a wealth manager providing financial advice to high-net-worth clients.
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• Hands-on experience implementing complex client Integration activities.
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• Experience developing plans and project managing Integration activity.
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• Demonstrated ability to manage multiple priorities without compromising attention to detail, delivery quality, client expectations or compliance requirements.
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• In-depth knowledge of the regulatory framework relating to financial advisers authorised to provide personal financial advice to retail clients.
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• Strong understanding of the Australian wealth management industry, including key players, segments, propositions, operating models and service providers.
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• Highly developed analytical, problem-solving, communication and stakeholder management skills.
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• Previous success in a similar Integration, onboarding, change or project-focused role.
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• Experience working as, or directly with, a financial adviser authorised to provide personal financial advice to retail clients.
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• Experience managing or overseeing third-party supplier relationships.
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• Emerging capability in using artificial intelligence tools to improve the timeliness and quality of work outputs.
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Qualifications

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• A degree in Accounting, Economics, Business, Law or a related field is essential for this role.
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• A qualification in change management, project management and/or financial advice would be highly regarded.
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How we work

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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.

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Employee benefits

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

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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.

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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

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A growing number of employee-led networks who work to raise awareness and drive continued change.

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We support over 50 First Nations Communities, helping to secure the communities' future.

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We encourage applications from Aboriginal and Torres Strait Islander People.

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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.

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About Perpetual

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Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886.

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Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives.

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Trust is earned, every day.

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We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations.

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Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact.

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The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients.

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We value integrity, skill and teamwork and seek to find the best in each individual.

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Our reward is personal and professional development and the pride that comes from doing the best for our clients.

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In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth.

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Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change.

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Our core values and financial principles have endured through time and will continue to endure.