Hybrid Transaction Manager - Client Onboarding & Compliance

Perpetual Limited; Sydney; Hybrid; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid in-office days

Work from anywhere in Australia up to

Wellbeing allowance

Study support

Job summary

Perpetual Limited is seeking a Transaction Manager to lead complex client onboarding for managed funds and fiduciary services from initial discussions through handover. You will coordinate clients, lawyers and internal teams to ensure regulatory and contractual requirements are met.

Reporting to the Head of Transaction Management, you will streamline onboarding processes, support client management and collaborate with Legal, Risk, Compliance, Finance, Sales and Product to deliver a seamless

Qualifications

• Strong stakeholder management, communication and time management skills.
• Experience reviewing and negotiating legal and contractual documentation.
• Understanding regulatory, contractual and operational considerations for managed funds services.

Responsibilities

• Lead client discussions and meetings for new appointments.
• Manage KYC requirements and onboarding setup.
• Coordinate internal teams to confirm requirements.
• Negotiate appointment documentation and its execution with clients and lawyers.
• Deliver onboarding efficiently and independently, keeping systems up to date.
• Provide handover of completed appointments to Client Management teams.
• Support Sales and Product with client presentations and process improvements.

Skills

Stakeholder management

Communication

Time management

Onboarding

Legal/document review

Education

Business, Accounting, Economics or Law degree

Job description

Perpetual Limited is seeking a Transaction Manager to lead complex client onboarding for managed funds and fiduciary services from initial discussions through handover. You will coordinate clients, lawyers and internal teams to ensure regulatory and contractual requirements are met.

Reporting to the Head of Transaction Management, you will streamline onboarding processes, support client management and collaborate with Legal, Risk, Compliance, Finance, Sales and Product to deliver a seamless