Jobs at Perpetual

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.

The Senior Research Analyst will research external investment managers, contribute to multi-manager funds, and ensure top quartile performance for Income Alternatives and Fixed Income portfolios.

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.

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.

Provide client-facing support for member benefits programs: respond to phone and email enquiries, apply Trust guidelines, process and reconcile member payments in Xero, maintain records and registers, and deliver confidential, accurate customer service in line with established processes.

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.

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.

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

Lead end-to-end management of a portfolio of wealth-management applications: define strategy, prioritise demand, manage releases and vendors, oversee service management (incident/problem/change), drive platform optimisation, cost control, and business process improvements while partnering with senior stakeholders to deliver technology-led transformation.

Support month-end accounting and reporting, prepare general ledger and balance sheet reconciliations, administer trust accounts to APES 310 standards, assist management reporting, handle accounts payable queries, and contribute to finance process, systems and control improvements.

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 Fund Operations Analyst supports fund operations including oversight of service providers, managing day-to-day responsibilities, and assisting with regulatory filings and reporting.

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.

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.

Support a Senior Financial Adviser in delivering tailored wealth management advice to high-net-worth clients. Manage client engagement lifecycle, prepare advice materials and modelling inputs, coordinate meetings and implementation, maintain records and compliance, act as day-to-day client contact, and contribute to process improvements within a pod-based team.

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.

Design, build and maintain enterprise-grade web applications across front-end and back-end using React and .NET. Develop APIs and microservices, optimize performance, apply AI-assisted and low-code tools, participate in design and code reviews, provide third-level support, and collaborate with architects, analysts and business stakeholders.