More Time Off for What Matters: Enjoy up to 6 weeks of leave
Hybrid office/work-from-home environment
Lead the Investment Operations team
Perpetual Wealth Management
The wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.
About the Role:
Lead and manage the Investment Operations (IO) team to deliver investment operations initiatives and ongoing servicing to support Perpetual Investments’ investment management capabilities.
Support and implement the strategic, operational and product related requirements of Investment Operations
Lead the planning and development of the Investment Operations team strategy and contribute to the broader Operations & Business function strategy for Perpetual Wealth.
Lead, develop and champion a client centric focus within the IO team and in all investment operations activities; enhancing stakeholder management
Embed a culture of continuous improvement within the IO team and drive improvements in efficiency and performance across IO
Oversee and govern the IO Transitional Service Arrangement activities and outcomes of the Perpetual group up to TSA exit.
About You:
We’re looking for someone with:
Minimum 10 years in Wealth Asset management
Deep experience in the Funds management industry through Investment operations, custodian or product roles
Strong organisational skills
Strong problem solving, research and analytical skills
Superior communication skills
Demonstrated people/stakeholder management skills
A flexible, pragmatic and hands-on style
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Study support and commitment to supporting professional development
- We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Skills Required
- Minimum 10 years in Wealth Asset management
- Deep experience in the funds management industry (investment operations, custodian or product roles)
- Strong organisational skills
- Strong problem solving, research and analytical skills
- Superior communication skills
- Demonstrated people and stakeholder management skills
- Flexible, pragmatic and hands-on style
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What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
