At Lorica Partners, we help clients navigate significant life transitions and make confident financial decisions. As our business continues to grow, we're looking for a Business Systems & Change Analyst to help turn positive ideas into operational reality.
This is a newly created role focused on improving the way we work across systems, processes, reporting, automation and AI-enabled productivity.
You will be helping implement, test, train, document and embed improvements that make our team more effective and scalable.
About the Role
You'll work closely with leadership, advisers, client service teams and technology partners to:
- Implement approved process, system and workflow improvements
- Coordinate testing and rollout activities
- Develop training materials and user guides
- Improve adoption of new systems and ways of working
- Enhance reporting and operational visibility
- Support data quality and governance initiatives
- Help evaluate and implement productivity, automation and AI solutions
- Manage implementation activities across multiple projects
About You
You may currently be working as a:
- Business Analyst
- Systems Analyst
- Change Analyst
- Process Improvement Analyst
We're looking for someone who enjoys making things work. Ideally you'll bring:
- Strong Microsoft 365 capability
- Experience with business systems and process improvement
- Strong documentation and training skills
- Excellent stakeholder management capability
- A practical, delivery-focused mindset
Experience with Salesforce, AI tools or change management methodologies will be highly regarded.
Why Join Lorica?
- Work directly with a highly engaged leadership team
- Help shape how a growing financial advice firm
- Exposure to AI, automation, business systems and operational improvement initiatives
- Diverse and meaningful project work
- Opportunity to build a new capability within the business
If you enjoy solving problems, improving processes and helping people adopt better ways of working, we'd love to hear from you.
Company Overview
Lorica Partners is an independent financial planning and wealth management firm based in Circular Quay, Sydney. We serve clients with diverse and complex family situations and look after the next generation of many clients plus Foundation corpuses. In everything we say, and do we must always be deserving of our client’s trust, respect, and affection – by finding ever more thoughtful and effective ways to help them use their financial assets to live the best life they can imagine.
📌 Business Systems & Change Analyst (Sydney)
🏢 Lorica Partners
📍 Sydney
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