Manager, Relationships & Oversight

Equity Trustees; Sydney; Hybrid; AUD 130,000 - 190,000; Full time

Benefits offered by this job

Remuneration package

Wellness program

Volunteer program

Giveback recognition

Best Workplaces 2025

Tax & estate planning discounts

Parental leave 16 weeks

CBD location

Hybrid work

Job summary

Equity Trustees is seeking an experienced Relationship Manager to join our Corporate Superannuation Trustees Services team. You will oversee a portfolio of corporate trustee clients, managing relationships, operational compliance, and governance within our robust framework.

You will meet with clients and service providers, coordinate key account plans, and lead end-to-end fund lifecycle events. A strong background in funds management and regulatory knowledge is essential.

Qualifications

• Solid experience in investment/funds management or trustee services.
• Working knowledge of fund operations, custodian/administrator functions, and compliance.
• A good understanding of financial markets, governance, and regulatory requirements.
• Strong communication and relationship-building skills.
• Ability to manage competing priorities across multiple clients and projects.
• Tertiary qualifications in Business, Finance, or Accounting.

Responsibilities

• Represent Equity Trustees to the market and foster strong, trusted client relationships.
• Meet with clients/service providers on a regular basis and manage key account plans for strategic clients.
• Manage all aspects of operational compliance for an allocated group of corporate trust clients.
• Assist the Oversight and Monitoring team with due diligence and oversight of investment managers and service providers.
• Project manage client and fund lifecycle events including fund product changes, service provider changes, new share classes, listings/ delisting's, fund transitions, and terminations.
• Work alongside the Disclosure team to project manage end to end production of offer document and TMD's.
• Present to internal decision-making committee's
• Oversee and approve fund expenses and debtors to ensure accurate financial reporting and timely recovery of outstanding amounts
• Work alongside the Onboarding team to seamlessly transition new clients/ funds into day to day BAU
• Collaborate with internal teams to improve processes and deliver great outcomes
• Contribute to broader business initiatives and a high-performing team culture

Skills

Relationship management

Investment/funds management

Governance

Regulatory knowledge

Client communication

Prioritisation

Education

Business/Finance/Accounting degree

Job description

We have a fantastic opportunity for an experienced relationship manager to join our Corporate Superannuation Trustees Services (CSTS) team. In this role, you'll oversee a portfolio of corporate trustee clients operating in the managed funds industry, managing both the relationship and operational compliance within Equity Trustees' robust framework. You'll act as a key client contact, oversee operational compliance, coordinate key client and fund changes and ensuring best-in-class service and governance.

About the Role:

• Represent Equity Trustees to the market and foster strong, trusted client relationships
• Meet with clients/ service providers on a regular basis and manage key account plans for strategic clients
• Manage all aspects of operational compliance for an allocated group of corporate trust clients
• Assist the Oversight and Monitoring team with due diligence and oversight of investment managers and service providers
• Project manage client and fund lifecycle events including fund product changes, service provider changes, new share classes, listings/ delisting's, fund transitions, and terminations
• Work alongside the Disclosure team to project manage end to end production of offer document and TMD's
• Present to internal decision-making committee's
• Oversee and approve fund expenses and debtors to ensure accurate financial reporting and timely recovery of outstanding amounts
• Work alongside the Onboarding team to seamlessly transition new clients/ funds into day to day BAU
• Collaborate with internal teams to improve processes and deliver great outcomes
• Contribute to broader business initiatives and a high-performing team culture

What You'll Need to Succeed:

• Solid experience in investment/funds management or trustee services
• Working knowledge of fund operations, custodian/administrator functions, and compliance
• A good understanding of financial markets, governance, and regulatory requirements
• Strong communication and relationship-building skills
• Ability to manage competing priorities across multiple clients and projects
• Tertiary qualifications in Business, Finance, or Accounting

What we offer:

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2025
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 135 years strong - and growing.