Integration Analyst – Perpetual Wealth Management
Core
Coordinate onboarding activities and manage key milestones for newly appointed financial advisers to ensure a seamless introduction to Perpetual Private.
Role type
Integration Analyst (Adviser Onboarding)
Builds
Adviser onboarding processes and transition plans
Domain
Wealth Management / Financial Advice Operations
Deliverable
product features
Required skills
adviser onboarding coordination, project milestone management, stakeholder engagement, process improvement, regulatory knowledge (Australian financial advice), Australian platform landscape knowledge
Preferred skills
third-party supplier relationship management, Salesforce, Xplan, change management, project management, financial advice qualifications, AI tool usage
Technologies
Salesforce, Xplan
Responsibilities
Support pre-day-one adviser onboarding activities, develop tailored onboarding and transition plans, take ownership of assigned milestones, coordinate onboarding training requirements, curate and improve onboarding collateral, resolve delays impacting onboarding, support continuous improvement of onboarding processes
Seniority
Mid-level, hands-on IC
