Wealth Management Ops Team Lead

A leading wealth management firm is looking for a Business Analyst to join their Delivery team for a 12-month fixed-term role in Sydney. The position involves translating business needs into user requirements, collaborating with stakeholders, and supporting the development process. Candidates should have 3+ years of experience in business analysis or 5+...

Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

A leading wealth management firm in Sydney is seeking a motivated Team Leader – Client Services Manager to oversee a dedicated team and optimize client service. This role requires over 5 years of experience in client services and a background in financial planning. The successful candidate will enjoy a supportive culture and contribute to strategic...

Wealth Management - Client Services & Operations - Team Manager Base pay range: A$140,000.00/yr - A$160,000.00/yr This Tier 1 global full-service Wealth Management firm seeks an experienced manager to lead a team of 3 staff covering client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship...

A leading financial wellbeing organization in Australia seeks a Change Enablement Manager to lead operational changes in their Wrap business. Responsibilities include collaborating with stakeholders to implement decisions and ensure business readiness. The ideal candidate will have solid experience in Wealth Management and proficiency in Microsoft Office...

A financial services company in Sydney is seeking a Business Analyst to join their Delivery team for a 12-month fixed-term position. The role involves translating business needs into requirements, collaborating with Product Owners, and supporting projects within Wealth Management. The ideal candidate will have over 3 years of experience in business analysis...

Wealth Management Professional – Melbourne Join to apply for the Private Wealth Management, Wealth Management Professional, Melbourne role at Goldman Sachs. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...

A boutique financial advice firm in Melbourne is looking for an Operational Manager. This full-time role will focus on leading client services and back office teams while ensuring operational excellence and compliance. The ideal candidate will have relevant experience in financial services, excellent communication skills, and a qualification in business...

Paraplanner - Wealth Advisory - Melbourne Our client who is a continuing success story is seeking a progressive Paraplanner to join the Wealth Advisory team, this role is due to pure growth and newly created! We're looking for an experienced Paraplanner to join the Financial Planning & Wealth Management team. Working closely with a team of experienced...

Private Wealth Management, Wealth Management Professional, Melbourne location_on Sydney, NSW, Australia Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and...