Hybrid Transaction Manager - Onboarding & Fiduciary

Perpetual; Sydney; On-site; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Hybrid work

Work from anywhere in Australia up to

Wellbeing allowance

Study support

Job summary

Perpetual Corporate Trust in Sydney is seeking a Transaction Manager to lead complex client onboarding for managed funds and fiduciary services. You will coordinate clients and internal stakeholders from initial discussions through to handover, ensuring onboarding milestones are met.

The role reports to the Head of Transaction Management and requires experience in financial services, contract reviews and regulatory considerations.

Qualifications

• 5+ years of experience in financial services.
• 2+ years of onboarding or similar role.
• Experience reviewing and negotiating legal/contracts from fiduciary perspective.
• Knowledge of regulatory, contractual and operational aspects of managed funds.
• Strong stakeholder management and time management.
• Ability to work with clients, lawyers and internal teams.
• Tertiary qualification in Business, Accounting, Economics or Law.

Responsibilities

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

Skills

Financial services experience

Onboarding experience

Contractual/Legal negotiation

Regulatory knowledge

Stakeholder management

Time management

Education

Business/Economics/Law degree

Job description

Perpetual Corporate Trust in Sydney is seeking a Transaction Manager to lead complex client onboarding for managed funds and fiduciary services. You will coordinate clients and internal stakeholders from initial discussions through to handover, ensuring onboarding milestones are met.

The role reports to the Head of Transaction Management and requires experience in financial services, contract reviews and regulatory considerations.