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**Private Bank - Advice Process & Tech Manager (ID: 24899)** Manage digital transformation in our Private Bank, driving change across advice technology and products. Collaborate with stakeholders, deliver strategic initiatives, and measure success. Bring solid advice tech knowledge, project management skills, and agile delivery experience. We offer competitive benefits and promote an inclusive environment.

Compensation: Not specified
City: Sydney
Country: Australia

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Private Bank - Advice Process and Technology Manager

Additional office locations

Sydney

Job ID

24899

Date

06-Nov-2026

Permanent - Full time,

Apply now

Banking and Financial Services is Macquaries 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, youre 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?

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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

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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.

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, youre empowered to shape a career thats 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 thats buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

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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.

Full Job Description

Jobs

Jobs
Featured jobs

Back to search

Private Bank - Advice Process and Technology Manager

Additional office locations

Sydney

Job ID

24899

Date

06-Nov-2026

Permanent - Full time,

Apply now