Macquarie Bank

Vice President, Global Wealth Business Management

Macquarie Bank$153K — $253K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in strategy, consulting, business management, or project management, ideally in asset management or wealth management.
  • Strong analytical skills to interpret data and present findings effectively.
  • Proven project management expertise managing multiple projects in a dynamic environment.
  • Experience with implementing business processes and technology solutions, especially AI tools and CRM platforms.
  • Ability to influence and drive results without direct authority, embracing a continuous improvement mindset.

Responsibilities

  • Develop and manage financial budgets and revenue forecasts for strategic initiatives.
  • Build and document business plans aligning with capital raising projections and profit/loss models.
  • Collaborate with diverse stakeholders across finance, marketing, and technology teams.
  • Support the Client Solutions Group leadership with strategic advisory and insights.
  • Conduct data analysis and communicate insights to facilitate strategic decisions.

Benefits

  • 1 wellbeing leave day and 25 days of annual leave per year.
  • 20 weeks of paid parental leave for primary caregivers and 6 weeks for secondary caregivers.
  • 2 days of paid volunteer leave and donation matching opportunities.
  • Medical, dental, vision insurance, and various financial wellbeing benefits.
  • Employee Assistance Program offering counselling and coaching services.
  • Access to learning and development opportunities, including reimbursement for professional memberships.
  • Recognition programs and service awards to acknowledge employee contributions.
  • Flexible working arrangements and reimbursements for home office equipment.
Full Job Description
Additional office locations

New York

Job ID

23288

Date

20-Jul-2026

Permanent - Full time, Senior

Job category

Asset Management

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What role will you play?

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In this role, you will bring your analytical mindset and strategic thinking capabilities to help Macquarie Asset Management deliver strategic goals and initiatives for wealth. You will be responsible for developing business plans which encompass managing the financial budgets, revenue forecasts and strategic resource plans, plus events and townhalls. Stakeholder relationships will be diverse, ranging from finance and human resourcing to marketing, product, portfolio, technology, strategy and events teams. You will align with the Head of Wealth to ensure that business processes related to capital raising projections, distributor economic terms and our overall profit and loss model are run smoothly and are documented, in partnership with our global team. You will partner closely with Client Solutions Group leadership team, including providing direct support to Client Solutions Group's Global Head of Wealth. Working closely with distribution, product and marketing leaders and their teams, you will gain a deep understanding of what they need to deliver success and provide executive advisory to help them achieve business goals. In addition, you will carry out data analysis to draw insights, communicating these across the business to enable strategic decision making.

What you offer

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  • Minimum of five years' experience in strategy, management consulting, business management or project management, ideally within the asset management sector and specifically within wealth management.
  • Analytical and presentation skills, with an ability to interpret data, extract commercial insights, synthesize into management presentations and communicate these effectively
  • Excellent project management skills with a proven track record of managing multiple projects and deadlines in a fast-paced and global environment
  • Ability to facilitate the implementation and adoption of new business processes and technology solutions, establishing global operating models and working with regional teams to adapt as needed. Experience with AI tools and Salesforce/CRM platforms preferred.
  • Ability to influence without direct authority and drive results towards stated wealth, mission, vision and objectives. With a continuous improvement mindset; to understand that the way to get things done can come in a variety of different paths.


Salary range for this position: $153,000 - $253,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.

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, 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 eligibility criteria, include:

  • 1 wellbeing leave day per year and a minimum of 25 days of annual leave
  • 20 weeks' paid parental leave for primary caregivers along with 12 days of paid transition leave upon return to work and 6 weeks' paid leave for secondary caregivers
  • 2 days of paid volunteer leave and donation matching
  • Benefits and initiatives to support your physical, mental and financial wellbeing such as medical, prescription drug, dental, and vision insurance; health savings account and dependent day care savings account; life insurance, disability, and other insurance plans; 401(k) and short/long term disability
  • Access to our Employee Assistance Program, a robust behavioural health network with counselling and coaching services
  • Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
  • Recognition and service awards
  • Hybrid and flexible working arrangements, dependent on role
  • Reimbursement for work from home equipment


About Macquarie Bank

Macquarie Bank is a global financial services provider that offers banking, financial advisory, investment and funds management services. The company was founded in 1969 and is headquartered in Sydney, Australia. Macquarie Bank operates in 31 countries and has a strong presence in Australia, Asia, Europe, and the Americas. The company has a diversified business model, with operations in areas such as infrastructure, real estate, and commodities. Macquarie Bank is committed to sustainability and has implemented several initiatives to reduce its environmental impact, such as reducing its carbon footprint and investing in renewable energy.
Learn more about Macquarie Bank
Size
18,133 employees
Industry
Founded
1969
NASDAQ

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