Private Bank - Advice Process and Technology Manager

Macquarie Group; Sydney; Hybrid; AUD 180.000 - 240.000; Vollzeit

Benefits dieser Stelle

Wellbeing leave

Bonus leave

Parental leave

Volunteer leave

Gender affirmation leave

EAP

Salary packaging

Learning & development

Hybrid work

WFH equipment reimbursement

Zusammenfassung

Macquarie Group is seeking a Digital and AI Transformation Manager for its Private Bank. You will deliver strategic change across financial advice technology and product ecosystems, working with advisers, product teams, and stakeholders to identify opportunities and implement improvements that benefit clients and employees.

You will guide initiatives from concept to delivery, develop business cases, gather requirements, and measure benefits, with opportunities to explore AI technologies and

Qualifikationen

• Knowledge of financial advice practices and platforms.
• Experience delivering digital transformation and business change initiatives; agile exposure.
• Understanding of AI technologies and Salesforce; experience with financial advice systems is a plus.
• Excellent communication and stakeholder engagement; ability to document requirements.

Aufgaben

• Deliver strategic change Initiatives across advice technology and product ecosystem.
• Develop business cases and gather requirements; coordinate implementation.
• Measure realised benefits and drive continuous improvement across processes and systems.
• Explore emerging technologies such as AI to improve outcomes for clients and advisers.

Kenntnisse

Financial advice practices

Digital transformation

Agile delivery

AI technologies

Salesforce

Communication

Stakeholder engagement

Workshop facilitation

Human-centered design

Tools

Salesforce

AI technologies

Jobbeschreibung

Private Bank - Advice Process and Technology Manager

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to clients, advisers, brokers and businesses. Within Private Bank, the team supports the evolution of financial advice through digital, data and artificial intelligence-led transformation, helping deliver innovative solutions that enhance the experience of advisers, clients and employees.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As a Digital and AI Transformation Manager, you will play a key role in supporting the growth of our Private Bank business by delivering strategic change initiatives across our financial advice technology and product ecosystem. You will work closely with advisers, product teams, technology partners and business stakeholders to identify opportunities, shape solutions and implement improvements that drive better outcomes for clients and employees.

You will manage initiatives from concept through to delivery, including developing business cases, facilitating requirements gathering, coordinating implementation and measuring realised benefits. You will have the opportunity to explore emerging technologies, including artificial intelligence, while driving continuous improvement across advice processes, systems and ways of working.

What you offer

• Strong knowledge of financial advice practices, advice technology platforms and the delivery of best-practice business solutions
• Experience delivering digital transformation, technology implementation or business change initiatives, with strong project management skills and exposure to agile delivery approaches
• An understanding of artificial intelligence technologies and Salesforce, with experience in financial advice systems viewed favourably
• Excellent communication, stakeholder engagement and workshop facilitation skills, with the ability to translate business needs into clear requirements and process documentation
• Strong organisational skills and a collaborative approach, with experience working across cross-functional teams and applying human-centred design principles to improve customer and business outcomes.

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.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.