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Senior Wealth jobs

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SENIOR OPERATIONS MANAGER- PRIVATE WEALTH

Run the day-to-day operations of a Private Wealth team with 3 advisors and growing. Dealing with high net worth clients and assisting them with onboarding to platforms, investment transfers, placing trades, answering investment qu...

CompanyKelly+Partners
AddressNorth Sydney, NSW
CategoryManagement
Date Posted a week ago See detail

Senior Operations Manager- Private Wealth

Kelly+Partners

North Sydney, NSW

Run the day-to-day operations of a Private Wealth team with 3 advisors and growing. Dealing with high net worth clients and assisting them with onboarding to platforms, investment transfers, placing trades, answering investment qu...

a week ago seen

Senior Accountant / Team Leader - Liberty Wealth

Wizetalent

Forest Lake, QLD

Permanent

Six figure remuneration commensurate with experience + super. Profit share Christmas bonus. Free in-house lunch facilities. Working Monday to Friday, 8:30 am to 5:00 pm. Free parking. Newly fitted out office. Work/life balance. A...

2 weeks ago seen See more...

Senior Manager Business Bank and Private Wealth

Westpac

Sydney, NSW

Permanent

Sydney location. Permanent, full time. Hybrid working environment - 3 days in office. Provide compliance advisory support to the Business Bank and Private Wealth businesses. Review and advise on projects and key regulatory and bus...

3 weeks ago seen See more...

Senior Business Analyst - Wealth Management

Lanson Partners

Sydney, NSW

Lead business analysis activities related to several product & technology lead projects. Collaborate with cross-functional teams including PO, developers, and stakeholders to understand business objectives and translate them into...

3 weeks ago seen See more...

Senior Manager Business Bank and Private Wealth

Westpac Bank

Sydney, NSW

Sydney location. Permanent, full time. Hybrid working environment - 3 days in office. Provide compliance advisory support to the Business Bank and Private Wealth businesses. Review and advise on projects and key regulatory and bu...

4 weeks ago seen See more...

Senior Manager Investment Operations - Private Wealth

Commonwealth Bank Of Australia

Sydney, NSW

Permanent

Analyse, develop, and enhance the operational framework for the Investment Research Team within Private Wealth. Develop procedures and processes for efficient investment delivery and to ensure adherence to regulatory obligations....

a month ago seen See more...

Senior Manager Investment Operations - Private Wealth

Commonwealth Bank Of Australia

Eveleigh, NSW

Analyse, develop, and enhance the operational framework for the Investment Research Team within Private Wealth. Develop procedures and processes for efficient investment delivery and to ensure adherence to regulatory obligations....

a month ago seen See more...

Senior Business Analyst (Data) - Wealth Sector

Evolution Specialists

Melbourne, VIC

Dive deep into wealth industry data to uncover trends, patterns, and insights that drive business decisions. Evaluate the effects of data on various aspects of the business, including operations, customer experience, and financial...

a month ago seen See more...

Senior UX Researcher/CX Strategist - Wealth Management

Iress

Melbourne, VIC

Lead a small team of product designers. Organise, carry out user research & testing sessions, in partnership with product & client teams. Conduct user & competitor research based on product initiatives, supported by product analyt...

2 months ago seen See more...

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