Jobs at Perpetual

Manage and secure cloud and on-prem network infrastructure, optimise firewalls and SD-WAN, provide L2/L3 operational support, automate deployments with IaC, collaborate on cloud networking architecture, and participate in a 24x7 on-call roster and incident reviews.

Partner with senior leaders in Asset Management to design and deliver end-to-end HR solutions across the employee lifecycle. Provide coaching on performance, engagement and employee relations; support talent, succession, remuneration and development; lead people programs, contribute to firmwide P&C initiatives, mentor junior team members, and build stakeholder relationships.

Support month-end accounting, revenue/cash/debtor and investment accounting, prepare reconciliations and financial reports, assist with statutory audit, drive process improvements and finance system projects, and provide stakeholder support for ad-hoc accounting and reporting queries.

A 12-month graduate paraplanning program in wealth management offering structured learning, hands-on paraplanning support for advisers across superannuation, investments, insurance, tax, estate planning and philanthropy, early responsibility, networking opportunities, and potential progression across business units.

Lead the design and delivery of secure, modern workplace solutions using Microsoft technologies and mentor junior team members. Responsible for developing designs, delivering solutions, and managing L3 support.

As a Paraplanner, you will support Advisors by generating tailored advice documents, conducting financial calculations, and collaborating with the team to enhance client outcomes.

Responsible for driving growth across NSW private wealth accounts by executing strategies, building relationships, and maintaining high account management standards.

Provide legal advice and solutions to Perpetual Wealth Management, manage external counsel and outsourced litigation, review and negotiate legal matters with stakeholders, support trustee, Native Title and fiduciary matters, and monitor legal developments affecting the business.

Coordinate and execute marketing campaigns, client and internal events, email communications, digital and social updates, collateral and supplier management, compliance approvals, reporting, and stakeholder engagement to support the Perpetual Wealth marketing team.

Provides administrative support to financial advisers, including preparing paperwork, maintaining client accounts and data, processing payments, coordinating review materials, updating compliance records, and managing communications. The role also involves general office administration, maintaining service quality, identifying process improvements, and supporting client trust and regulatory compliance within a wealth management environment.

Support portfolio managers by analysing corporate issuers, producing credit reviews and briefs, updating credit opinions, attending issuer meetings, and informing portfolio decisions through financial statement and ratings analysis.

Conduct investment manager and opportunity research across real assets, equities, growth alternatives, private markets, and responsible investment strategies. Maintain the Approved Product List, support portfolio construction and model portfolio management, and contribute to asset allocation, investment strategy, and House View discussions. Prepare research recommendations for investment committees and board papers, while providing investment communications, presentations, and technical support to advisers and clients.

Lead a team to deliver structured, compliant onboarding for new advisers. Design tailored onboarding plans, coordinate training and collateral, resolve cross-functional bottlenecks, drive continuous improvement, and ensure advisers are operationally ready from day one in a complex wealth management environment.

Partner with advisers to prepare high-quality Statements of Advice and Records of Advice, perform financial modelling and cash flow analysis, meet productivity and quality targets, support risk and compliance, and identify process improvements to deliver tailored investment and advice strategies for clients.

Lead and manage the Investment Operations team to deliver strategic and operational initiatives, improve efficiency, govern transitional service arrangements, drive client-centric service, and contribute to broader operations strategy for Perpetual Wealth Management.

Coordinate and drive adviser onboarding for Perpetual Private: manage milestones, develop tailored transition plans, coordinate training, maintain onboarding collateral, resolve stakeholder delays, and support continuous improvement in adviser onboarding processes.

Lead and manage a team delivering 24x7 service desk and onsite concierge services. Oversee workplace services including end-user devices, endpoint management, collaboration platforms and AV/VC support. Maintain knowledge base, track hardware/software inventory, monitor KPIs, ensure compliance, drive process improvement and staff development, and coordinate workforce planning and vendor interactions to meet service level targets.

Support investment presentations, competitor analysis, performance reporting, portfolio analysis and research. Provide accurate investment information to stakeholders, assist with ESG and risk analysis projects, and help adopt new tools and process improvements.

Provide compliant paraplanning services and strategic advice support to Advisers, while coaching junior team members and optimizing internal processes.

Manage end-to-end payroll for ~500 employees, ensuring accuracy, compliance and service excellence. Lead payroll operations and team, improve processes/systems, partner with Finance and People & Culture to resolve payroll and remuneration matters and deliver reporting and reconciliations.