Jobs at Perpetual

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.

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.

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 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.

Provide client operations support within Perpetual Wealth Management by preparing and authorising trades on the PP Wrap platform, performing custodial asset maintenance, processing on Salesforce and SharePoint, handling corporate actions and settlements, liaising with internal and external stakeholders, escalating risks, and adhering to SLAs, policies and controls.

Assist the Wealth Management Investment Research team by researching and recommending managers and opportunities across equities and growth alternatives, maintaining approved product lists, contributing to portfolio construction and asset allocation, preparing investment reports and presentations, and executing portfolio management tasks including transitions, trading and hedging.

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

Support end-to-end product lifecycle for asset management funds: implement product changes, maintain product processes and data, assist with governance, regulatory and board reporting, prepare product documentation, and collaborate with stakeholders to deliver product enhancements.

Support Financial Advisers by participating in client meetings, managing documentation, preparing financial strategies, and ensuring compliance with corporate regulations. Oversee client accounts and coordinate implementations of advice recommendations while maintaining operational processes.

Support Senior and Financial Advisers in delivering tailored financial planning to high-net-worth clients. Manage client engagement lifecycle, prepare advice inputs (fact finds, modelling), coordinate meetings and documentation, maintain accurate records, ensure compliance, act as client liaison, and contribute to process improvements and implementation of recommendations.

The Research & Engagement Analyst role focuses on sustainability and ESG research, alongside engaging with companies and stakeholders to enhance investment performance and societal impact.

This role involves front-of-house service, managing office operations, client interactions, and administrative tasks while ensuring a welcoming environment.

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.

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 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.