Strategic Project & Operations Lead – Wealth Tech

Leeuwin Wealth Pty Ltd

Perth

On-site

AUD 90,000 - 120,000

Full time

4 days ago

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Benefits offered by this job

Competitive salary + super + bonus

West Perth office close to public tran

Direct exposure to firm leadership

Job summary

Leeuwin Wealth Pty Ltd, a Perth-based wealth management and financial services firm, is seeking a Project Manager/Operations Analyst to own projects and processes across Wealth, Financial Planning and Operations. You will drive platform implementations, automation initiatives and compliance uplift, reporting to the COO.

This hands-on role combines project leadership with hands-on execution to deliver outcomes and operational excellence.

Qualifications

3-6 years' experience in operations, project management or business analysis within wealth management, financial planning or a related financial services setting.
Strong systems aptitude with advanced Excel; Power BI, Power Automate or SharePoint experience highly regarded.
Understanding and enthusiasm for AI and its various use cases.

Responsibilities

Lead operational and technology projects end to end: scoping, stakeholder engagement, timelines, testing, rollout and post-implementation review
Map, document and improve core processes (client portal, advice creation, client onboarding, and client service initiatives)
Drive automation and reporting initiatives using Copilot, Claude, Microsoft 365, Power Automate and Power BI
Support the onboarding and management of key vendors and platforms (e.g. IRESS, FinClear, investment platforms)
Act as a go-to problem solver for advisers and the wider team