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Advice Technology Analyst

Primary office location
Sydney
Date
28-Jul-2025
Permanent - Full time,
Join our dynamic Private Bank business where we work closely with stakeholders across all levels of Wealth Management, driving improvements and building capabilities that make a meaningful impact. Our team collaborate with bankers, client and advice services, advice product and our leadership team by uplifting key processes and systems.
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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As an Advice Technology Analyst, you’ll play a pivotal role by managing and enhancing key advice technology systems such as Salesforce, DocuSign, and Ezidox. This unique position blends the expertise of a business SME, requirements facilitator, project manager, and change enabler, allowing you to influence and drive meaningful improvements across the business. You’ll work closely with stakeholders to gather requirements, deliver system enhancements, and implement impactful change initiatives. Your responsibilities will also include developing comprehensive training programs, providing ongoing user support, and building dashboards to improve reporting capabilities and data insights. By combining the analytical mindset of a Business Analyst with the hands-on expertise of a Salesforce super user, you’ll be instrumental in driving innovation, optimising workflows, and ensuring the seamless operation and continuous improvement of our advice systems.

What you offer

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  • A strong understanding of financial advice, key advice technology systems and the implementation of best practice
  • Excellent communication and stakeholder/relationship management skills
  • Strong project management experience, with the ability to schedule and manage timelines
  • Passionate for human centered design in financial advice
  • An understanding of Salesforce and similar financial advice systems is valuable.

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.

Learn more about Macquarie

Our people blog

Diversity, equity and inclusion

Benefits and wellbeing

Recruitment process