More Time Off for What Matters: Enjoy up to 6 weeks of leaveHybrid office/work-from-home environmentLead the Investment Operations teamPerpetual Wealth ManagementThe 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 OperationsLead 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 managementEmbed a culture of continuous improvement within the IO team and drive improvements in efficiency and performance across IOOversee 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 managementDeep experience in the Funds management industry through Investment operations, custodian or product rolesStrong organisational skillsStrong problem solving, research and analytical skillsSuperior communication skillsDemonstrated people/stakeholder management skillsA flexible, pragmatic and hands-on styleHow we workOur 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 benefitsWork from anywhere in Australia for up to one month each yearAn annual allowance to empower you to prioritise your personal wellbeingStudy support and commitment to supporting skilled developmentWe’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.
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📌 Senior Manager, Investment Operations, Perpetual Wealth Management (New South Wales)
🏢 Perpetual
📍 New South Wales