Advice Transformation

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 delivering digital, data and AI transformation for bankers, advice services teams, product, and our leadership team.

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?

As an experienced and technically proficient Advice Transformation & Technology Manager, you will become our subject matter expert, driving the evolution of our core advice technology and advice processes.

In this role, you will design and implement optimized solutions to boost efficiency, automate processes, and elevate the client and adviser experience. You will proactively engagement with stakeholders across The Private Bank and broader Wealth business, including advisers, client service staff, paraplanners, as well as our technology, risk and compliance, operations and product teams.

You will bring a deep understanding of advice platforms and processes and a passion for using technology (including AI) to solve business challenges and shape the future of the delivery of advice within our Private Bank.

What you offer

• Experience working within the financial advice or wealth management industry, ideally in advice technology, transformation, business enablement, project delivery or process improvement roles.
• Strong understanding of advice processes - including sales management, client discovery, strategy formulation, advice documentation and onboarding.
• Solid knowledge of advice compliance and regulatory frameworks.
• Experience with advice systems (Xplan) and CRMs, exposure to AI technologies and Salesforce will be highly regarded.
• Experience facilitating workshops and ability to articulate business requirement documents and process maps to various senior stakeholders.
• Strong project management experience – preferably Agile and experience using human centred design in financial advice.

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

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

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

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.