7 Financial Advisory jobs in Australia

Industry teams enable our sales teams and partners to deliver relevant, high-quality solutions and services to empower our commercial and public sector customers to lead the digital transformation of our customers in the financial services industry.
We are seeking to add an experienced, motivated, and high performing individual to join us as our **Regional Engineering Director** to partner with the FSI team to have impact across our product engineering teams, our top FSI industry customers, account teams, marketing teams, communication teams, and our FSI subject matter experts. You would have an unique opportunity to articulate complex topics in a digestible manner to reduce anxiety, raise ambition and encourage boldness and "challenger-mindset" among technical CxOs.
**Responsibilities**
+ Engage key customers to drive the industry-relevant technology conversation at a senior level with support from engineering and industry leaders. Able to run technical workshops and deep discussions on various FSI sub-domains technology modules in terms of cloud technology/ services as well as engage in solution architecture design and migration/ modernization conversations.
+ Expected to be familiar with FSI core systems (transactions and analytical etc), including limitations, dependencies, vulnerabilities and security as well as conversant in equivalent cloud native architectures and the various migration pathways.
+ Run a rhythm with key members of the FSI Team to gather information on customers' business challenges, the key Industry Priority Scenarios getting traction, and engineering gaps that need to be fed into our product engineering team, so that our platforms are richer for our customers and partners
+ In partnership with the FSI Partner Strategy Lead and the FSI Solutions Lead, work with key partners to better understand their business and technical challenges in using our platform to deliver services and to develop new industry capabilities
+ Coordinate and manage to closure all customer/partner escalations directed towards the CVP and CTO that have product engineering implications needing work with engineering teams
+ Support and coach account teams on customer and partner visits to the Microsoft Executive Briefing Center where the FSI team are involved
This role requires someone who is highly motivated combining a prior sales or similar background with exceptional strategic thinking, superior executive communication skills, project management, and excellent team member skills (down, across, and up.)
**Qualifications**
+ Strong technology leader with experience of building, supporting, and delivering technology solutions within the Financial Services industry
+ Deep experience in sales to top-tier banks and financial institutions, demonstrating a strong understanding of sales lifecycle and customer interactions
+ Executive maturity and experience working with senior leaders
+ Exceptional messaging and communication skills
+ Strong cross-group collaboration skills and ability to drive coordination across all levels and stakeholders
+ Thrive in a fast-paced, ambiguous environment and able to adapt plans and approach in
+ real-time
+ Confidence under pressure especially within tight timelines
+ Skilled at prioritization, creating order and marshalling resources towards achieving a common goal
+ A growth mindset of continuous learning rather than knowing
+ We would value - but do not expect - understanding of Microsoft's commercial business solutions, including customers and partner ecosystem
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .

Drives strategic discussions with executive stakeholders and key decision makers for high-value customers to identify, qualify, prioritize, and accelerate sales opportunities. Directs strategic partnerships for leveraging whitespace analysis and utilizes subject matter expertise to identify and capitalize on business opportunities to bridge market gaps within the assigned market domain, utilizing AI-driven market intelligence tools to assess trends and insights. Provides guidance across teams on solution areas and broader market trends to craft cutting-edge sales strategies that anticipate and meet complex customer priorities and outcomes, incorporating AI-driven predictive analytics to forecast future market needs. Drives partnerships with others cross-organizationally and strategically directs and oversees the creation of cutting-edge solutions that drive AI- and cloud-driven transformations, ensuring alignment with regional and global initiatives, emphasizing the integration of cutting-edge AI technologies and cloud services. Drives sales pipeline reviews with internal executive stakeholders to ensure forecasting accuracy and meeting of sales targets, ensuring the use of AI-powered analytics and forecasting tools to enhance precision. Directs and implements sales strategy tailored to each customer's security priorities, showcasing our dedication to secure, AI-powered transformation and addressing their specific needs within the customer success plan, fostering long-term partnerships through AI-driven insights.
**Responsibilities**
**Required Upon Hire and Critical/Important**
**Communicating with Impact:**
+ Effectively communicating the value of solutions to both internal and external business stakeholders, ensuring that mutual objectives and priorities are clearly presented and understood, thereby driving successful outcomes in sales engagements
**Conflict Resolution:**
+ The ability to manage conflict, disharmony, and strife among people and situations, while recognizing and addressing sensitivities.
**English Language Proficiency:**
+ The ability to speak and understand English when giving instructions and directions, and when talking with colleagues, managers, and others for work matters.
**Oral Communication:**
+ The ability to make a verbal message understood and to receive/understand messages during in-person or remote (e.g., telephone) interactions.
**Presentations:**
+ The ability to create and deliver formal presentations to others. This includes sharing information on a range of topics in a clear, concise, engaging and convincing manner; commanding the audienceÂ's attention; developing effective presentation materials (e.g., handouts, visual aids); and handling questions or argumentative positions from the audience.
**Technical Communication:**
+ The ability to adapt communications around different technologies, products, and services to the audience's level of understanding.
**Written Communication:**
+ The ability to prepare clear, accurate, and understandable written text, and follow the basic rules of spelling, grammar, and punctuation. This may include memos, emails, proposals, reports, and professional or general correspondence.
**Strong Financial services background:**
+ Requires strong financial services expertise to interpret industry regulations, understand market trends, identify customer needs, and communicate complex financial solutions effectively to clients and stakeholders.
**Cultivating Strategic Partnerships:**
+ Orchestrating and maintaining strong business relationships and partnerships, while nurturing executive relationships to establish credibility as an active listener and trusted advisor. Managing relationships and projecting executive presence to cultivate effective collaborative partnerships with customers, partners, and stakeholders, driving business growth.
**Selling Solutions:**
+ Selling solutions by demonstrating value, persuasively negotiating mutually beneficial agreements, and consulting with stakeholders to challenge conventional thinking. Creatively navigating the sales process and using storytelling to envision transformation with the customer, effectively connecting anecdotes, data insights, and technical value to maximize and accelerate customer business impact.
**Customer Engagement:**
+ Assesses and qualifies sales opportunities following sales frameworks and guidelines, ensuring alignment with AI-enhanced sales methodologies and best practices.
+ Directs strategy development for driving and closing strategic, high-value opportunities. Leads partnerships across organizations (e.g., Account Team Unit (ATU), CSU, ISD, GPS) to ensure deal orchestration and seamless handoffs throughout the deal lifecycle.
+ Establishes best practices to gain customer trust, secure deals, and proactively mitigate risks to enhance sales activities across the territory.
+ Directs and implements sales strategy tailored to each customer's security priorities, showcasing our dedication to secure, AI-powered transformation and addressing their specific needs within the customer success plan, fostering long-term partnerships through AI-driven insights.
+ Champions partner team interaction, expertly navigates resources and fosters lasting relationships that activate co-selling strategies that drive partner attach to each opportunity through every stage in the sales lifecycle.
+ Champions partner organization connections (i.e. GPS) that foster enduring relationships, shared gains, partner health and alignment with execution plans to accelerate customer value realization at scale.
**Sales Strategy:**
+ Oversees strategic partnerships and directs innovative AI and cloud solutions to align with regional and global priorities. Develops strategies that position Microsoft as a market leader, builds strong customer relationships, and acts as a trusted advisor to advance digital transformation.
+ Leverages subject matter expertise and AI-driven market intelligence tools to identify new business opportunities and close market gaps. Synthesizes market trends to guide strategy and champions proactive market analysis.
+ Advises teams on solutions and market trends to create future-oriented sales strategies using predictive analytics. Leads cross-functional teams to deliver innovative, customer-focused solutions and bridge identified market gaps.
+ Drives executive-level discussions to prioritize and accelerate key sales opportunities, fosters internal and external partnerships to enhance customer success, aligns AI transformation visions with business goals, and mentors others on integrating security principles for trust and compliance.
**Relationship Management:**
+ Collaborates with Account Executives to manage and strengthen customer relationships through regular engagement and feedback sessions. Utilises insights from the consulting team to monitor project status, address issues proactively, and implement recovery plans to enhance customer satisfaction. Facilitates connections between CXO-level customers and Microsoft executives to build strong partnerships and encourage direct feedback.
+ Works closely with core account, software, and customer success teams to coordinate efforts and foster productive relationships across Microsoft partner groups. Shares customer insights to drive deeper engagement and supports Microsoft's account and solution teams in delivering value.
**Deep Proactive Engagement:**
+ Facilitates strategic internal and external conversations to align solutions with customer needs, collaborating across teams and serving as a trusted business partner and advisor.
+ Builds deep relationships with strategic customers, understanding their priorities to structure complex deals that deliver value for both customers and Microsoft.
+ Represents customer needs in proposals, manages procurement and legal aspects, resolves issues, and shares industry knowledge to influence business practices.
+ Identifies and acts on strategic opportunities using data and knowledge of Microsoft and customer strategies, driving deal growth and upsells while ensuring profitability and simplifying renewals.
+ Handles objections, negotiates complex contracts, and leads deal design and documentation across stakeholders.
+ Applies industry knowledge and competitive analysis to shape solutions, leverages investment options, and aligns negotiations with customer outcomes, demonstrating advanced understanding of market needs and Microsoft's competitive advantage.
**Qualifications**
+ Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, or related field AND 8+ years experience in technology-related sales or account management OR equivalent experience.
+ Must Speak fluent Japanese.
**Additional or preferred qualifications**
+ Master's Degree in Business Administration (i.e., MBA), Information Technology, or related field AND 12+ years experience in technology-related sales or account management OR Bachelor's Degree in Computer Science, Information Technology, Business Administration, Information Security, or related field AND 15+ years experience in technology-related sales or account management OR equivalent experience.
+ 10+ years services sales or account management experience.
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .

Why WWT?
At World Wide Technology, we work together to make a new world happen. Our important work benefits our clients and partners as much as it does our people and communities across the globe. WWT is dedicated to achieving its mission of creating a profitable growth company that is also a Great Place to Work for All. We achieve this through our world-class culture, generous benefits and by delivering cutting-edge technology solutions for our clients.
Founded in 1990, World Wide Technology (WWT) is a global technology solutions provider leading the AI and Digital Revolution. With more than $20 billion in annual revenue, WWT combines the power of strategy, execution and partnership to accelerate digital transformational outcomes for large public and private organisations. Through its Advanced Technology Centre, a collaborative ecosystem of the world's most advanced hardware and software solutions, WWT helps clients and partners conceptualise, test and validate innovative technology solutions for the best business outcomes and then deploys them at scale through its global warehousing, distribution and integration capabilities.
With over 10,000 employees and more than 55 locations around the world, WWT's culture, built on a set of core values and established leadership philosophies, has been recognised 13 years in a row by _Fortune_ and _Great Place to Work®_ for its unique blend of determination, innovation and creating a great place to work for all. With this culture at its foundation, WWT bridges the gap between business and technology to make a new world happen for its customers, partners and communities.
Want to work with highly motivated individuals on high-performance teams? Join WWT today!
We are looking for a Client Executive to join our Australia team.
What will you be doing?
The Client Executive's role is to develop and lead WWT's relationship with one or more strategic enterprise customers.
This role will involve establishing relationships at senior levels within your customer(s). You will be responsible for effectively selling WWT's advanced suite of solutions, services and capabilities across all levels of the customer, supported by an extended team of highly skilled individuals. You will also focus on driving the Strategic Account Planning and Execution. The role may require both domestic and international travel.
Responsibilities:
+ Lead the mission for WWT as an Executive Level sales professional for one or more strategic customers, by providing leadership to a team of sales professionals.
+ Drive sales achievement through a customer-centric approach to your business.
+ Provide accurate forecasting and execution on calculated areas within your account; assist team members with deal qualification and strategy to promote sales.
+ Expert-level strategic account planning, plan execution and competitive market positioning of WWT to ensure alignment of current and future business opportunities.
+ Work with various WWT team members, Technical Leadership and Directors on business solutions which will both enhance WWT's role with our customer as well as drive profitability.
+ Engage our company "Subject Matter Experts" to create integrated solutions that address customers' complex problems.
+ Ability to drive high-level to expert-level strategy meetings with complex and advanced designs.
Qualifications:
+ 7-12+ years' sales experience in a relevant industry and 7-10+ years of experience managing/leading a book of significant business.
+ Candidates must have a successful track record in sales.
+ Proven large account management with multiple business streams, cross-functional team utilisation and developing innovative business solutions solving complex business challenges for a customer. Proven P&L management experience is a plus.
+ Executive-level customer experience and current relationships are essential for success.
+ Experience with consultative services sales approach and/or disruptive technology is highly desired.
+ Understanding the diverse selling motions of Australian enterprise; including contracts and programmes and an ability to creatively identify traditional and non-traditional paths to market.
+ Outstanding communication and financial skills required.
+ Leadership experience a plus.
The well-being of WWT employees is essential. So, when it comes to our benefits package, WWT has one of the best. We offer the following benefits to all full-time employees:
+ Health and Wellbeing: Combined Health Insurance, Employee Assistance Program, Wellness program
+ Financial Benefits: Competitive pay, Profit Sharing, Life and Disability Insurance, Tuition Reimbursement
+ Paid Time Off: PTO & Holidays, Parental Leave, Sick Leave, Bereavement
We strive to create an environment where all employees are empowered to succeed based on their skills, performance, and dedication. Our goal is to cultivate a culture of belonging that encourages innovation, collaboration, and respect for all team members, ensuring that WWT remains a great place to work for All!
#LI-BL1
WWT will consider for employment, without regard to disability, a disabled applicant who satisfies the requisite skill, experience, education, and other job-related requirements of the job and is capable of performing the essential requirements of the job with or without reasonable accommodation. World Wide Technology is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or other characteristics protected by law. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please call and ask for Human Resources.

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
Citi's Capital Markets and Advisory team provides advisory services and debt and equity capital markets solutions for corporations, governments and financial institutions.
The Financial Institutions coverage team is responsible for providing relevant clients with strategic advisory services for mergers, acquisitions and other types of financial transactions and assisting clients raising funds and other capital management activities.
**Responsibilities:**
+ Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm
+ Work with clients, senior-level team members and outside professional advisors on M&A transactions
+ Work with clients on financing transactions and guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
+ Responsible for drafting pitch materials, information memoranda, financial models, investor and management presentations
+ Oversee work being performed by analysts & associates assigned to projects, including managing and mentoring analysts by providing detailed guidance and feedback
**Qualifications:**
+ 6-10 years of experience
+ Experience in corporate finance / advisory
+ Degree in Finance or closely related area
+ Sector experience within Financial Institutions Group
+ Financial modelling capability
+ Clear and concise written and verbal communication skills
LI-HYBRID
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**Job Family Group:**
Institutional Banking
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**Job Family:**
Investment Banking
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citi's Corporate Advisory Senior Associate is responsible for providing strategic advisory services for mergers, acquisitions and other types of financial transactions and assisting clients in raising funds and other capital management activities.
This role will be covering the Financial Institutions ("FI") sector and will be based in Sydney.
Responsibilities:
+ Assist in the execution of Citi's Capital Markets and Advisory business activities associated with FI clients
+ Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities
+ Contribute to building Citi's franchise
+ Manage and mentor analysts by providing detailed guidance and feedback, quality check
+ Drive workstreams as the key intermediary between seniors and analysts
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications:
+ 5-7 years of relevant experience
+ Experience creating financial analyses
+ Demonstrated problem solving and organisational skills
+ Clear and concise written and verbal communication skills
+ Ability to work with teams
+ Financial Institutions coverage experience preferred, but also happy to consider candidates with other sector experience however have a strong interest in FI
Education:
+ Bachelor's degree/University degree or equivalent experience
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**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

**Date Posted:**

**Country:**
Australia
**Location:**
AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, Australia
**Position Role Type:**
Unspecified
+ Fast Paced Dynamic Work Environment
+ Career Development Opportunities
+ High calibre team with great benefits and professional development
Raytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects.
Raytheon Australia is seeking smart and energised professionals with suitable skills that can join our financial planning team. At Raytheon Australia, we draw the brightest minds and give them opportunity, growth and work that excites them while continuously developing an environment for learning to maintain a highly skilled, world-class workforce.
The Financial Planning & Accounting (FP&A) Analyst is responsible for supporting the business through the coordination, preparation, reporting and provision of accurate and concise analysis of the company's budgets and forecasts. The role supports the development of the company's long-range financial plans and annual operations plans, functional overhead budgets (indirect and direct), preparation of the monthly financial reports for each business unit, coordination and explanation of monthly and year to date variances and insightful analysis of drivers of business performance.
You will join a local team and be backed with global expertise as well as a tailored professional development program to ensure you and your work are successful.
**Key Responsibilities:**
+ Produce monthly management reporting for the company (monthly financial reports, monthly operations review packs, Leadership Team finance reports and functional overhead reports).
+ Prepare financial metrics and analysis for management reviews and analysis of financial performance of the company business including forecasting and analysis of full year forecast against the budget and prior forecast.
+ Meet reporting deadlines monthly/quarterly/annually in accordance with the financial calendar.
+ Process enhancements by effectively leveraging the potential of core financial systems.
+ Support the development of the Long-Range Financial Plan and Annual Operating Plan.
+ Prepare ad hoc reports and other analysis as requested.
+ Understanding and knowledge of AUS Generally Accepted Accounting Principles (GAAP)/Accounting
+ Uses foundational understanding of key financial metrics and financial analyses to actively participate in planning and forecasting.
**Skills, Experience and Qualifications:**
+ Requires a University Degree in Finance, Accounting, or equivalent experience.
+ Minimum of 2 years prior relevant experience required.
+ Requires theoretical to advanced knowledge of Finance or Accounting.
+ Requires practical knowledge of projects, programs, or systems relevant to the business with the ability to make enhancements and leverage knowledge in daily work.
+ Strong analytical and problem-solving skills with an ability to facilitate a decision-making process.
+ Desirable - Professional qualifications, e.g. CPA, CA, or equivalent.
+ Desirable - Experience with enterprise planning software such as IBM Cognos TM1 (including TM1 Web).
This is your chance to belong to an inspiring team and build your career at a company that invests in your future.
Successful candidates must be an Australian citizen and/or able to obtain and maintain Australian Defence security clearance. Eligibility can be found at you are looking for a challenging and rewarding career access your next mission now by clicking on the "Apply" button below or contact us at
_RTX adheres to the principles of equal employment. All qualified applications will be given careful consideration without regard to ethnicity, color, religion, gender, sexual orientation or identity, national origin, age, disability, protected veteran status or any other characteristic protected by law._
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Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.