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Our Transformation and Business enablement team are a key function within the wider Wealth Management business supporting our Private Bank. Our team is focused on driving continuous improvement across our advice lifecycle by upgrading our technology, using data more effectively, and introducing new tools, including AI.

At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

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In this unique role you will leverage an understanding of financial advice processes and become the expert on the advice software, systems and processes that are at centre of our financial advice business. You will facilitate the design and implementation of technology solutions that make our processes more efficient, automate tasks, and improve the experience for both our clients and our advisers. You will work closely with a wide range of people, including financial advisers/bankers, client service teams, and our technology and risk departments, to understand their needs and deliver results.

What you offer

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• Experience in the financial advice or wealth management industry in a role focused on technology, business improvement, or project delivery
• A strong understanding of the end-to-end financial advice process, from initial client meetings to creating and implementing financial plans
• Hands-on experience with financial advice software (like Xplan) and CRM systems is essential. Experience with Salesforce or AI technologies would highly regarded
• Good knowledge of the compliance and regulatory rules that govern financial advice
• Ability to run workshops and clearly communicate business needs and process changes to various teams and senior stakeholders.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

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At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

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Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

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We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.