Integration Manager, Perpetual Wealth Management
Core
Lead a specialist team to design and maintain scalable onboarding processes for newly appointed financial advisers, ensuring a seamless integration into the wealth management business.
Role type
Senior IC Integration Manager (Wealth Management)
Builds
Scalable adviser onboarding processes and tailored integration plans
Domain
Australian Wealth Management / Financial Advice
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Project management, process improvement, stakeholder management, regulatory compliance knowledge, change management, third-party supplier management, analytical problem-solving
Preferred skills
Change management qualification, project management qualification, financial advice qualification, AI tool usage
Technologies
Artificial intelligence tools
Responsibilities
Lead a small team of Integration analysts, develop tailored onboarding plans for advisers, create and improve repeatable onboarding processes, partner with stakeholders to resolve bottlenecks, identify continuous improvement opportunities
Seniority
Senior, hands-on IC
