Senior Ops Lead, Wealth Management

A boutique financial advice firm in Melbourne seeks a detail-oriented Operational Manager to lead client services and oversee back office teams. This pivotal role ensures operational excellence and compliance while driving continuous improvement. Candidates should have relevant experience in financial services, excellent communication skills, and a...

A leading Wealth Management firm in Sydney is seeking an experienced Team Manager to lead a team covering client offboarding and asset transfers. The ideal candidate has over 6 years of experience in the Stockbroking or Wealth Management sector, with strong expertise in equity markets. Candidates must possess RG146 accreditation and display excellent team...

This opportunity suits an experienced Senior Business Analyst who understands the wealth management platform environment and enjoys shaping delivery outcomes across complex projects. This role sits within a leading Australian wealth management technology provider that is delivering a significant pipeline of transformation work. You will lead analysis across...

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...

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...

We are partnering exclusively with a growing financial services group who are seeking an experienced Senior Change Manager for a 12 month fixed term assignment to lead complex, high-impact change across a growing wealth management, superannuation and investment manager. This is a key role for an established change professional who can operate strategically...

About the role Join Ally Wealth Management as a Senior Paraplanner and play a vital role in providing comprehensive financial planning advice to our clients. This is a full-time position based in our Sydney or Perth office, with opportunities for flexible and remote working arrangements. As a Senior Paraplanner, you will collaborate closely with our team of...

Director - Asset & Wealth Management at Kapital Consulting - Fintech & Executive Search Join to apply for the Director - Asset & Wealth Management role at Kapital Consulting - Fintech & Executive Search Pay range provided by Kapital Consulting This range is provided by Kapital Consulting - Fintech & Executive Search. Your actual pay will be based on your...

A leading financial services firm is seeking a Senior Project Manager to lead transformations in Wealth Management. This full-time role offers a hybrid working environment in Australia, focusing on digital and operational efficiency. Candidates should have strong experience in project management within wealth advice, demonstrating leadership in complex...

A leading consulting firm in Australia is seeking a Director - Asset & Wealth Management to lead transformation initiatives in financial services. This role is ideal for candidates with over 10 years of experience in consulting and the ability to influence senior stakeholders. Responsibilities include managing complex engagements, setting strategies, and...