Wealth Management Jobs in Melbourne Vic

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Documentation And Training Specialist, Capital Mar...

Fnz

profile Brisbane - Australia

We are looking for a Documentation and Training Specialist to play a pivotal role in upskilling existing and incoming FNZers working on our exciting Syn Capital Markets platform.This is a highly influential role at the heart of how we build capability confidence and quality operators within Capital...

2 days ago
Full Time

Client Service Manager

Focus Financial Partners

profile Brisbane - Australia

Position SummaryThe purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Par...

2 days ago
Full Time

Client Service Officer

Focus Financial Partners

profile Brisbane - Australia

Position SummaryThe purpose of the Client Service Officer (CSO) is to proactively assist the Financial Adviser/s to exceed their clients expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Par...

2 days ago
Full Time

Flux Commercial Content Lead

Netwealth

profile Melbourne - Australia

About NetwealthNetwealth isnt just a company. Were shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more and were proud to be recognised as one of Australias most innovative FinTech businesses.Since 1999 weve gro...

2 days ago
Full Time

Director, Vic

Westpac Group

profile Melbourne - Australia

DescriptionCreate your best future and join Westpac Private Bank as an Investment DirectorWhats the roleThis is a full time role based in Melbourne Naarm within Westpac Private Wealths Global Investment Services team.As an Investment Director youll support self-directed high net worth and ultra-high...

3 days ago
Full Time

Asset Management Specialist Fully Remote

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

4 days ago
Full Time

Manager, Field Services

Ss&c

profile Melbourne - Australia

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on...

5 days ago
Full Time

Private Wealth Management Specialist

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

7 days ago
Full Time

Wealth Management Expert Portfolio Advisor

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

7 days ago
Full Time

Financial Advisor

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

7 days ago
Full Time

Wealth Manager

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

7 days ago
Full Time

Senior Financial Advisor

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

7 days ago
Full Time

Practice Manager, Accounting

Focus Financial Partners

profile Sydney - Australia

Position SummaryThe Practice Manager Accounting is responsible for the effective leadership coordination and continuous improvement of practice management for the accounting division across all locations. The role provides strategic and operational oversight of onshore and offshore teams and ensure...

9 days ago
Full Time

Senior Manager, Practice Operations & Performance

Focus Financial Partners

profile Melbourne - Australia

Position SummaryThe Senior Manager Practice Management & Performance is accountable for the daytoday operational performance capacity management and leadership of advice operations teams ensuring the practice operates efficiently consistently and at role leads Team Leaders across Paraplanning and...

9 days ago
Full Time

Marketing Digital Product Owner, Associate

Jpmorganchase

profile Melbourne - Australia

DescriptionHelp shape digital experiences that clients rely on to discover products and take this role you will bring ideas from concept to release by partnering with colleagues across product marketing and technology. You will improve how content is delivered how journeys perform and how launches...

11 days ago
Full Time

Wealth Management Specialist

Mercor

profile Sydney - Australia

About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco our investors include Benchmark General Catalyst Peter Thiel Adam DAngelo Larry Summers and Jack Dorsey. Position: Wealth Management and Asset Management Specialist Type: C...

12 days ago
Full Time

Test Analyst

Hub24

profile Brisbane - Australia

HUB24 leads the wealth industry as the best provider of integrated platform technology and data solutions. At HUB24 we know the smartest investments start with our are innovative and ambitious and we move fast.At HUB24 we empower our employees to bring their ideas and creativity to work. Rather tha...

14 days ago
Full Time

Head Of Managed Accounts

Westpac Group

profile Sydney - Australia

DescriptionJoin Us as Head of Managed AccountsWhats the RoleThe Head of Managed Accounts is a senior leadership role within BTs Chief Product Office. This role is accountable for defining and executing BTs Managed Accounts and Trading & Settlement strategy across platformbased solutions including ma...

14 days ago
Full Time

Head Of Managed Accounts

Westpac Group

profile Sydney - Australia

DescriptionJoin Us as Head of Managed AccountsWhats the RoleThe Head of Managed Accounts is a senior leadership role within BTs Chief Product Office. This role is accountable for defining and executing BTs Managed Accounts and Trading & Settlement strategy across platformbased solutions including ma...

14 days ago
Full Time

Senior Product Manager , Data Products

Hub24

profile Sydney - Australia

HUB24 leads the wealth industry as the best provider of integrated platform technology and data solutions. At HUB24 we know the smartest investments start with our are innovative and ambitious and we move fast.At HUB24 we empower our employees to bring their ideas and creativity to work. Rather tha...

14 days ago
Full Time