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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.

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