Senior Manager, Product Disclosure & Governance

Equity Trustees; Sydney; Hybrid; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Flexible/Hybrid working environment

16 weeks paid parental leave

Discounted health insurance

Employee wellness program

Top 30 Best Workplaces to Giveback 202

Job summary

Equity Trustees is seeking a Senior Manager, Product Disclosure & Governance to join its Corporate Trustee Services team in Sydney. You will provide expert oversight of investment product disclosures, and support governance across managed funds, unit trusts and ETFs.

You will work with investment managers, legal advisers and internal stakeholders to strengthen disclosure governance, ensure compliance and deliver market-leading client outcomes.

Qualifications

• Minimum 8 years in financial services with disclosure management, product governance or related functions.
• Experience drafting/ reviewing regulated disclosures (PDS, IM, TMD).
• Strong understanding of managed funds, fund structures and ASIC/Corporations Act obligations.

Responsibilities

• Provide subject matter expertise on investment products and disclosure obligations across funds.
• Review and edit PDSs, IMs, TMDs and other disclosure documents for accuracy and compliance.
• Lead disclosure governance activities and participate in committees.

Skills

Product disclosure

Governance

Funds management

Stakeholder management

Regulatory compliance

Education

Tertiary qualifications in Business/Finance/Law/Economics

Job description

Are you an experienced product disclosure, governance or funds management professional with a passion for ensuring high-quality, compliant investment product disclosures? We're looking for a Senior Manager, Product Disclosure & Governance to join our Corporate Trustee Services (CTS) team.

In this specialist role, you'll provide subject matter expertise across investment products and disclosure obligations, helping to ensure Equity Trustees delivers accurate, compliant and market-leading disclosure documents across a diverse range of managed funds, unit trusts and ETFs. Working closely with investment managers, legal advisers and internal stakeholders, you'll play a critical role in strengthening disclosure governance frameworks while supporting the delivery of exceptional client outcomes.

What you'll do:

• Provide subject matter expertise on investment products, disclosure obligations and product governance requirements across managed funds, unit trusts and ETFs
• Review and edit Product Disclosure Statements (PDSs), Information Memoranda (IMs), Target Market Determinations (TMDs) and other disclosure documents, providing drafting support where required, to ensure accuracy, compliance and alignment with industry best practice
• Conduct disclosure reviews and verification activities, challenging assumptions and ensuring appropriate supporting evidence is maintained
• Assess disclosure impacts arising from product changes, investment strategy changes and evolving regulatory requirements
• Build trusted relationships with investment managers, legal advisers, fund administrators and internal stakeholders to drive high-quality disclosure outcomes
• Present disclosure matters, risks and governance considerations to Disclosure Due Diligence and Product Governance Committees
• Support the ongoing enhancement of Equity Trustees' disclosure governance framework, policies, procedures and controls while identifying opportunities to improve efficiency and risk management outcomes

What you'll need to succeed:

• Demonstrated experience in product management, product governance or disclosure management within funds management, asset management, wealth management, trustee or responsible entity businesses
• Minimum 8 years' experience in financial services, with significant exposure to disclosure management, product governance, legal, compliance or related functions
• Extensive experience reviewing, managing and drafting regulated disclosure documents, including PDSs, IMs, TMDs and other investor disclosure materials
• Deep understanding of managed funds, investment products, fund structures, asset classes and disclosure obligations under the Corporations Act and ASIC regulatory framework
• Strong stakeholder management skills with the ability to provide practical guidance to investment managers, clients and business stakeholders
• Proven ability to assess regulatory change, identify disclosure risks and implement effective governance outcomes
• Tertiary qualifications in Business, Finance, Accounting, Economics, Law or a related discipline

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 2024
• 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 clients' 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 145 years strong and growing.