Wealth Tech Analyst: Elevate Advice

A leading financial services firm in Sydney is seeking an Advice Technology Analyst to leverage financial advice processes and implement technology solutions. You will improve client and adviser experiences by working collaboratively across diverse teams. The ideal candidate has experience in wealth management and a thorough understanding of financial advice...

Join to apply for the Advice Technology Analyst role at Macquarie Group Our Transformation and Business enablement team are a key function within the wider Wealth Management business supporting our Private Bank. Our team is focused on driving continuous improvement across our advice lifecycle by upgrading our technology, using data more effectively, and...

Integral Private Wealth is seeking an exceptional Private Wealth Associate to support the Principal Adviser in a true private wealth environment. You will work directly alongside an adviser recognised nationally by Barron’s in The Australian and Financial Standard, supporting high net worth clients with complex and intellectually rewarding strategies. This...

A leading global wealth management firm is seeking a Tech Support Analyst in Sydney. The role involves supporting IT services for Wealth Management, ensuring process quality, and engaging with senior stakeholders. Candidates should have experience with UNIX and ORACLE, and strong communication skills are essential. The company promotes an inclusive culture...

Business Analyst - Wealth Are you a Business Analyst with 4+ years of experience either within transformation in the wealth or wider financial services industry? Talenza is sourcing a Business Analyst to join a high‑performing team. Role Overview Location: Sydney Office attendance: 50% Salary: $130k–$140k base + super for a multi‑year fixed‑term...

Ally Wealth is a boutique financial planning firm committed to delivering exceptional advice and service to a diverse client base. We pride ourselves on forging long‑term relationships and providing timely, high‑quality advice in an ever‑changing financial landscape. Our mission is to add unquantifiable value to our clients through strategic solutions...

A financial advisory firm in Sydney is looking for a Private Wealth Associate to support the Principal Adviser. This role involves attending client meetings, preparing client summaries, and managing the advice workflow. Candidates should have at least 3 years of experience in financial planning and should excel in communication and detail-oriented tasks. The...

A leading financial services company in Australia is seeking a Senior AI Business Analyst to lead AI-driven transformation in wealth and investment platforms. The role involves gathering requirements, designing solutions, and optimizing business processes through AI. Candidates must have significant experience in financial services, a deep understanding of...

A leading financial services group in Australia seeks a professional to leverage technology in financial advice processes. The ideal candidate will have experience in the financial advice or wealth management industry, strong knowledge of financial software, and the ability to communicate effectively with diverse teams. This position offers a range of...

Status: Full TimeReporting to: Managing Partner At Elevate Wealth , we help our clients get their financial affairs in shape by delivering clear, actionable plans that put them on the path to financial independence. We pride ourselves on providing professional, transparent, and genuine financial planning advice that clients can trust. As part of our growth,...