Program Overview

The Associate Platform Consultant position begins with a rotational development program which is designed for ambitious, adaptable professionals who are passionate about customer experience, governance, and operational excellence. Participants will rotate through at least four key departments, gaining hands‑on experience, building cross‑functional knowledge, and developing the skills needed to thrive in a dynamic financial services environment.

This is an amazing opportunity to build the foundations for your career in wealth management.

What You’ll Gain

• Cross‑functional exposure to core areas of the business
• Mentorship and coaching from senior leaders
• Professional development through tailored learning experiences
• Strategic insight into customer operations, governance, and business transformation
• A pathway to long‑term career growth in financial services

Rotation Structure

• At least four rotations across key departments
• Each rotation lasting a minimum of 6 months
• Opportunities to work on high‑impact projects
• Exposure to senior stakeholders and strategic initiatives

Qualifications

• Have 2–3 years of professional experience, ideally in financial services or governance‑related roles
• Demonstrate a learning mindset, curiosity, and resilience
• Are self‑motivated with a proactive approach to problem‑solving
• Possess strong communication and collaboration skills
• Are comfortable navigating change and ambiguity
• Are motivated to build a long‑term career in financial services