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This is a featured job

Executive General Manager – Platforms

at Infocus Wealth Management

This is a Full time job

Maroochydore, Sunshine Coast QLD(Hybrid)
A senior enterprise leadership role, responsible for driving adviser adoption, platform flows, margin sustainability and commercial expansion.
A senior enterprise leadership role, responsible for driving adviser adoption, platform flows, margin sustainability and commercial expansion.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Workday Finance Lead

at Netwealth Investments Limited
Immediate start

This is a Full time job

Melbourne VIC(Hybrid)
  • Join a team that’s driving innovation in financial services
  • We are collaborative, curious, and courageous
  • Great employee benefits, Beautiful CBD office, social activities and more
  • Join a team that’s driving innovation in financial services
  • We are collaborative, curious, and courageous
  • Great employee benefits, Beautiful CBD office, social activities and more
Leading functional delivery across Workday Core Financials, Accounting Center, Prism Analytics & payroll finance integrations.
Leading functional delivery across Workday Core Financials, Accounting Center, Prism Analytics & payroll finance integrations.
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
Featured
Featured
Listed one day ago

Office Administrator/Reception - Full Time

at WealthStream

This is a Full time job

Pymble, Sydney NSW
Be the welcoming face of WealthStream—deliver standout client experiences while keeping our office running smoothly in a vibrant, supportive team.
Be the welcoming face of WealthStream—deliver standout client experiences while keeping our office running smoothly in a vibrant, supportive team.
subClassification: ReceptionistsReceptionists
classification: Administration & Office Support(Administration & Office Support)
1d ago
1d ago
Listed two days ago

Client Service Consultant - Wealth

at Macquarie Group Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day ago

Client Services - Wealth Management

at Blake Oliver

This is a Full time job

Sydney NSW(Hybrid)
CSM - supporting 4 Advisors in Sydney
CSM - supporting 4 Advisors in Sydney
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed three days ago

Client Services Officer

at Wealth Architects

This is a Full time job

Brisbane QLD
$70,000 – $90,000 per year
Join a fast growing advisory firm as a Client Service Officer with real career growth, supportive culture and hands on industry exposure.
Join a fast growing advisory firm as a Client Service Officer with real career growth, supportive culture and hands on industry exposure.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed two days ago

Analyst - Non-Custodial Investments

at Netwealth Investments Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Community Impact: Paid volunteering day each year, and fundraising events
  • Social events, flu shots, retail discounts and financial wellbeing services
  • Paid parental leave and a fully funded school holiday program
  • Community Impact: Paid volunteering day each year, and fundraising events
  • Social events, flu shots, retail discounts and financial wellbeing services
  • Paid parental leave and a fully funded school holiday program
We are looking for an Analyst to join our Non-Custodial Investments team!
We are looking for an Analyst to join our Non-Custodial Investments team!
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Client Service Consultant - Wealth

at Macquarie Group Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed three days ago

Senior Financial Adviser

at Wealth Architects
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
$140,000 – $175,000 + attractive bonus
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
  • Existing loyal clients + strong referrals and lead flow
  • No admin: full paraplanning & client support provided
  • Competitive pay, incentives, equity + flexible, fun culture
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
Senior Adviser role with existing clients, strong leads, no admin. Top salary, incentives, equity. Flexible, fun culture with full support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed ten days ago

Executive General Manager – Platforms

at Infocus Wealth Management

This is a Full time job

Maroochydore, Sunshine Coast QLD(Hybrid)
A senior enterprise leadership role, responsible for driving adviser adoption, platform flows, margin sustainability and commercial expansion.
A senior enterprise leadership role, responsible for driving adviser adoption, platform flows, margin sustainability and commercial expansion.
subClassification: ManagementManagement
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed eleven days ago

Customer Wealth Associate

at Sharesies

This is a Full time job

Sydney NSW
Join our Sydney team as a Customer Wealth Associate for 12 months, and help us create epic customer experiences!
Join our Sydney team as a Customer Wealth Associate for 12 months, and help us create epic customer experiences!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed ten days ago

Financial Planning Client Services Officer

at The Wealth Mentoring Group

This is a Part time job

Hampton, Melbourne VIC(Hybrid)
$65,000 – $75,000 FTE
Unique opportunity to be part of our Client Services team gaining a dynamic and valued position for a candidate looking for real job engagement.
Unique opportunity to be part of our Client Services team gaining a dynamic and valued position for a candidate looking for real job engagement.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed sixteen hours ago

Associate, Perpetual Wealth Management

at Perpetual Services Pty Limited
Be an early applicant

This is a Full time job

Sydney NSW(Hybrid)
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16h ago
16h ago
Listed nine days ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed ten days ago

Workday Finance Lead

at Netwealth Investments Limited
Immediate start

This is a Full time job

Melbourne VIC(Hybrid)
  • Join a team that’s driving innovation in financial services
  • We are collaborative, curious, and courageous
  • Great employee benefits, Beautiful CBD office, social activities and more
  • Join a team that’s driving innovation in financial services
  • We are collaborative, curious, and courageous
  • Great employee benefits, Beautiful CBD office, social activities and more
Leading functional delivery across Workday Core Financials, Accounting Center, Prism Analytics & payroll finance integrations.
Leading functional delivery across Workday Core Financials, Accounting Center, Prism Analytics & payroll finance integrations.
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
10d ago
10d ago
Listed nineteen days ago

Client Service Manager

at GloryHouse Wealth Management Pty Ltd

This is a Full time job

Melbourne VIC
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed fifteen days ago

Manager - Wealth Management Client Services team

at Anton Murray Consulting

This is a Full time job

Sydney NSW
$130-165k base equivalent on a day rate
  • Tier 1 Global Wealth Manager
  • Excellent Culture and career opportunity
  • Long term temp role.
  • Tier 1 Global Wealth Manager
  • Excellent Culture and career opportunity
  • Long term temp role.
Wealth Management firm is seeking to an experienced Manager to manage a team of client services and operations staff in Sydney- initial 12mth contract
Wealth Management firm is seeking to an experienced Manager to manage a team of client services and operations staff in Sydney- initial 12mth contract
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed twenty seven days ago

Senior Advisor / Senior Financial Advisor - Wealth Advisory

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • Contribute to shaping the future of the Wealth Advisory division
  • Work directly with UHNW clients on all aspects of financial advice/planning
  • Great culture, great clients and pathway to Partner!
  • Contribute to shaping the future of the Wealth Advisory division
  • Work directly with UHNW clients on all aspects of financial advice/planning
  • Great culture, great clients and pathway to Partner!
Join William Buck’s growing Wealth Advisory team as a Senior Advisor/ Principal and help shape the future of financial advice
Join William Buck’s growing Wealth Advisory team as a Senior Advisor/ Principal and help shape the future of financial advice
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed six days ago

Investment Implementation Manager, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • 12-month maximum-term contract covering parental leave
  • Base yourself in our state of the art, central Sydney office
  • Develop your career working with PWM at this exciting time of change
  • 12-month maximum-term contract covering parental leave
  • Base yourself in our state of the art, central Sydney office
  • Develop your career working with PWM at this exciting time of change
Join us in this 12-month maximum-term role, working with Perpetual Wealth Management at a time of significant transformation.
Join us in this 12-month maximum-term role, working with Perpetual Wealth Management at a time of significant transformation.
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty nine days ago

Client service Associate

at Talent Connect Australia

This is a Full time job

Sydney NSW
Kick-start your career a leading financial services team, supporting clients, and grow your skills in a dynamic environment.
Kick-start your career a leading financial services team, supporting clients, and grow your skills in a dynamic environment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
29d ago•Expiring
29d ago•Expiring
Listed twenty days ago

Head of Tax

at Netwealth Investments Limited
Immediate start

This is a Full time job

Melbourne VIC(Hybrid)
  • Lead strategy in a high‑performing, established team as Netwealth grows!
  • We are collaborative, curious, and courageous!
  • Great employee benefits, Beautiful CBD office, social activities and more!
  • Lead strategy in a high‑performing, established team as Netwealth grows!
  • We are collaborative, curious, and courageous!
  • Great employee benefits, Beautiful CBD office, social activities and more!
We’re looking for an experienced, strategic leader to join Netwealth as our new Head of Tax!
We’re looking for an experienced, strategic leader to join Netwealth as our new Head of Tax!
subClassification: TaxationTaxation
classification: Accounting(Accounting)
20d ago
20d ago
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