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Posted 24d ago
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited
Sydney NSW 2000•Full time
$150k - $200k
KEY POINTS WE FOUND
- Lead and manage the Investment Operations team to deliver investment operations initiatives.
- Support and implement strategic and operational requirements of Investment Operations.
- Champion a client-centric focus and drive continuous improvement within the team.
Posted 24d ago
Paraplanner, Perpetual Wealth
Perpetual Limited
Sydney NSW 2000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Join a collaborative and high-performing Paraplanning team
- Develop tailored advice strategies for clients
- Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs)
Posted 48d ago
Client Services Consultant, Fordham
Perpetual Limited
Perth WA 6000•Full time
$60k - $80k
KEY POINTS WE FOUND
- Provide professional and responsive services to community members.
- Maintain accurate records and process payments in accordance with Trust guidelines.
- Communicate effectively with various stakeholders and ensure confidentiality.
+60d ago
Paraplanner, Perpetual Wealth Management
Perpetual Limited
Sydney NSW 2000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Join a collaborative Paraplanning team for a 12-month contract.
- Provide support and strategic advice to Advisors and Clients.
- Generate tailored advice documents and meet quality targets.
Posted 24d ago
Paraplanner, Perpetual Wealth
Perpetual Limited
Melbourne VIC 3004•Full time
$80k - $100k
KEY POINTS WE FOUND
- Join a collaborative and high-performing Paraplanning team
- Develop tailored advice strategies for clients
- Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs)
Posted 24d ago
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited
Sydney NSW 2000•Full time
$100k - $130k
KEY POINTS WE FOUND
- Lead strategic vendor governance and market data management.
- Oversee commercial procurement activities in a wealth management environment.
- Ensure vendor performance, regulatory compliance, and cost optimisation.
+60d ago
Senior Product Analyst, Custody – Perpetual Corporate Trust
Perpetual Limited
Sydney NSW 2000•Full time
$120k - $150k
KEY POINTS WE FOUND
- Support the execution of custody strategy by driving product design and developing scalable service models.
- Lead product requirements development for custody systems and workflows while partnering with Perpetual Digital.
- Assist in the development of custody go-to-market plans and support Sales in client engagement.
Posted 10d ago
Company Secretary
Perpetual Limited
Sydney NSW 2000•Full time
$120k - $150k
KEY POINTS WE FOUND
- Support the governance framework of a newly formed wealth management business.
- Coordinate board and committee meeting schedules, agendas, and compliance with governance obligations.
- Advise boards on governance matters and maintain governance policies.
Posted 3d ago
ITSM Toolset Lead
Perpetual Limited
Sydney NSW 2000•Full time
$120k - $150k
KEY POINTS WE FOUND
- Lead the strategy and roadmap for ITSM product features and improvements.
- Manage the end-to-end delivery of the ServiceNow platform and ensure compliance with company standards.
- Collaborate with stakeholders and provide technical best practices for system implementation.
+60d ago
Head of MFS Sales and Relationships - Perpetual Corporate Trust
Perpetual Limited
Sydney NSW 2000•Full time
$150k - $200k
KEY POINTS WE FOUND
- Lead national sales and client strategy for Managed Funds Services (MFS)
- Shape senior client relationships and drive growth
- Oversee sales team performance and client engagement
Posted 43d ago
Financial Accountant (Finance Analyst)
Perpetual Limited
Sydney NSW 2000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Support accurate and timely financial accounting and reporting activities.
- Manage revenue, cash, debtor, and investment accounting activities.
- Identify and support improvements to financial processes and controls.
Posted 28d ago
Assistant Manager, Fordham
Perpetual Limited
Sydney NSW 2000•Full time
$100k - $120k
KEY POINTS WE FOUND
- Manage a portfolio of clients while supporting Partners across various advisory services.
- Provide tax advice and consulting services relevant to business owners and wealthy families.
- Supervise and mentor junior team members in a collaborative environment.
Posted 50d ago
Integration Analyst – Perpetual Wealth Management
Perpetual Limited
Sydney NSW 2000•Full time
$80k - $100k
KEY POINTS WE FOUND
- Support onboarding activities for newly appointed advisers.
- Coordinate training requirements and manage key milestones.
- Drive continuous improvement in adviser onboarding processes.
Posted 56d ago
Assistant Accountant
Perpetual Limited
Melbourne VIC 3004•Full time
$70k - $90k
KEY POINTS WE FOUND
- Support the finance team in delivering accurate financial outcomes.
- Contribute to month-end reporting and reconciliations.
- Assist in process improvement initiatives within the finance function.
Posted 35d ago
Partner, Priority Life
Perpetual Limited
Melbourne VIC 3004•Full time
$150k - $200k
KEY POINTS WE FOUND
- Lead and develop a team of Advisers to drive business growth.
- Manage client relationships and protect the existing insurance portfolio.
- Identify new business opportunities and enhance client experiences.
Posted 20d ago
Administrator
Perpetual Limited
Sydney NSW 2000•Full time
$60k - $80k
KEY POINTS WE FOUND
- Provide effective administration support to financial advisers.
- Maintain accuracy of data and prepare communications within core systems.
- Identify gaps in admin service processes and develop/address as required.
Posted 36d ago
Mortgage Operations Officer – Perpetual Corporate Trust
Perpetual Limited
Sydney NSW 2000•Full time
$60k - $80k
KEY POINTS WE FOUND
- Max-term contract until 31 July 2027
- Hands-on role involving document handling and retrieval
- Collaborative team environment supporting financial institutions
Posted 27d ago
Graduate Analyst - ISO
Perpetual Limited
Sydney NSW 2000•Full time
$60k - $80k
KEY POINTS WE FOUND
- Build hands-on experience across investment solutions, analytics, and distribution.
- Gain exposure to investment teams across multiple asset classes.
- Develop technical investment expertise while working alongside Investment Specialists.
Posted 26d ago
Workplace Lead, Perpetual Wealth Management
Perpetual Limited
Sydney NSW 2000•Full time
$90k - $120k
KEY POINTS WE FOUND
- Manage and support a team of analysts delivering service desk and onsite concierge services.
- Oversee workplace services including end user devices and collaboration platforms.
- Monitor team performance and ensure service levels are consistently met.
Posted 49d ago
Integration Manager, Perpetual Wealth Management
Perpetual Limited
Sydney NSW 2000•Full time
$120k - $150k
KEY POINTS WE FOUND
- Lead a team of Integration analysts for adviser onboarding.
- Develop and implement tailored onboarding plans for new advisers.
- Drive continuous improvement in adviser and client onboarding processes.