Jobs at Perpetual

Support senior leaders by managing diaries, coordinating meetings and travel, handling expenses, and providing administration and operational support in a fast-paced environment.

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

As an Associate Financial Adviser, you will support senior advisers with client documentation, investment reporting, and client meetings while assisting in financial strategy development.

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.

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

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

The Senior Paraplanner provides paraplanning services and strategic advice support, generates tailored documents, coaches junior members, and prepares financial analyses.

Senior Investment Operations Analyst responsible for maintaining portfolio and transaction data integrity, performing daily reconciliations, resolving trade and data exceptions, managing operational risk, supporting projects, and partnering with internal teams and external custodians and vendors.

Lead the adoption of cloud technologies and transformation initiatives. Shape technology delivery, manage teams, and ensure compliance in a regulated environment.

Support senior leaders with administrative tasks, manage schedules, coordinate meetings, and maintain efficient operations in a fast-paced environment.

The Associate will support Advisers by coordinating documentation, managing appointments, maintaining client records, and ensuring compliance while providing exceptional client service in a wealth management environment.

The Marketing Manager will plan and deliver events and webinars, handle logistics and stakeholder engagement, and analyze performance metrics while adhering to compliance processes.

Support investment portfolios across asset classes by managing reconciliations, resolving exceptions, ensuring data accuracy, and identifying operational risks.

The role involves designing, implementing, and supporting Microsoft-based workplace solutions, managing service escalations, and developing automation artifacts.

The role supports financial advisers by managing client engagements, preparing financial strategies, and ensuring compliance and operational excellence within the wealth management team.

Support sales and investment professionals by analyzing client data, coordinating meetings, assisting with sales activity, and improving operational efficiency.

As an ESG Analyst, you'll conduct research on ESG risks and opportunities, analyze sustainability factors, and support investment decision-making while embedding AI tools in workflows.

The Compliance Manager will design and implement risk and compliance activities, support regulatory change, enhance compliance policies, and work closely with stakeholders to ensure effective governance and compliance monitoring.

The role involves designing, building, and operating cloud solutions on Microsoft Azure, ensuring alignment with security standards and business strategies, while providing L2/L3 support and automation using DevOps practices.

Manage investment operations and implement changes within Perpetual Wealth Management, oversee the investment implementation team, and ensure project milestones are met during organizational separation.