Senior Managed Funds Onboarding Lead (Hybrid)

Perpetual

Sydney

Hybrid

AUD 180,000 - 230,000

Full time

9 days ago

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Benefits offered by this job

Hybrid office model with 2-3 days in‑f

Work from anywhere in Australia up to

Annual wellbeing allowance

Study support and professional dev.

Job summary

Perpetual invites a Senior Transaction Manager to join its Managed Fund Services Onboarding team. You will lead the onboarding of new Managed Fund Services clients, coordinating with clients, lawyers, investment managers and internal teams to progress from mandate to operational handover.

You will apply deep knowledge of regulated managed investment schemes, including Responsible Entity, Trustee and Custody functions, while negotiating contractual documentation and ensuring compliant, timely

Qualifications

Substantial financial services experience and understanding of regulated managed investment schemes.
Experience reviewing and negotiating legal and contractual documentation.
Strong stakeholder management, negotiation and relationship-building skills.
Knowledge of Responsible Entity, Trustee and Custody functions is advantageous.

Responsibilities

Lead onboarding of new Managed Fund Services clients from mandate to handover.
Negotiate and execute contractual documentation and related approvals.
Coordinate review of disclosure documents (PDS, IM, TMD) and client approvals.
Build strong relationships with clients, lawyers, investment managers and service providers.
Oversee operational setup and ensure smooth handover to client management teams.
Apply regulatory knowledge to protect the firm while ensuring efficient client experience.
Support business development and cross-team collaboration to onboard new business.