Jobs at Perpetual

Lead the ServiceNow ITSM platform for Perpetual Wealth by owning its strategy, roadmap, governance, configuration, development, documentation, support model, and continuous improvement. The role manages end-to-end solution delivery, defines product metrics, ensures platform compliance and performance, coordinates internal stakeholders and developers, and oversees the external ServiceNow partner. It also provides technical guidance, supports business process enhancements, and leads junior resources.

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.

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.

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.

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.

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.

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

Lead and grow Priority Life's risk advice business by managing advisers, protecting and expanding the insurance book, overseeing underwriting and claims, building referral and client relationships, and supporting strategic decisions and operations.