Advice Process and Technology Manager

About the role

Macquarie's Private Bank team supports the evolution of financial advice through digital, data and AI-led transformation. As a Digital and AI Transformation Manager, you will help grow the Private Bank business by delivering strategic change initiatives across its financial advice technology and product ecosystem, working with advisers, product teams, technology partners and business stakeholders.

Key responsibilities

• Manage initiatives from concept through to delivery, including developing business cases, gathering requirements, coordinating implementation and measuring realised benefits.
• Identify opportunities and shape solutions that improve outcomes for clients and employees.
• Explore emerging technologies, including artificial intelligence, and drive continuous improvement across advice processes, systems and ways of working.

Required profile

• Strong knowledge of financial advice practices, advice technology platforms and best-practice business solutions.
• Experience delivering digital transformation, technology implementation or business change initiatives, with strong project management skills and exposure to agile delivery.
• Understanding of AI technologies; experience in financial advice systems is viewed favourably.
• Excellent communication, stakeholder engagement and workshop facilitation skills, able to turn business needs into clear requirements and process documentation.
• Collaborative approach across cross-functional teams, applying human-centred design principles.

What we offer

• Wellbeing leave day per year, up to 5 additional service bonus leave days, and up to 20 weeks' paid parental leave.
• Paid volunteer leave and donation matching, and up to 12 months' gender affirmation leave.
• Employee Assistance Program and wellbeing benefits, and salary packaging options.
• Learning and development opportunities, including professional membership reimbursement.
• Hybrid and flexible working, and reimbursement for work-from-home equipment.