Senior Manager, Trust Management - Perpetual Corporate Trust

Perpetual Services Pty Limited; Sydney; Hybrid; AUD 180,000 - 260,000; Full time

Benefits offered by this job

Hybrid working

Work from anywhere in Australia up to

Wellbeing allowance

Study support

Job summary

Perpetual Corporate Trust in Sydney, part of Perpetual Group, is seeking a Senior Manager, Trust Management to lead the Trust Management team and deliver accurate securitisation services.

You will manage client relationships, oversee trust reporting and models, drive risk management and process improvements, and onboard new clients. This is a senior role with exposure to a broad market, including issuers, investors and auditors.

Qualifications

• Experience leading a specialist Trust Management team.
• Strong client relationship management skills and ability to handle sensitive matters.
• Technical trust management expertise with a focus on accuracy and risk management.

Responsibilities

• Lead daily, weekly and monthly operations of the Trust Management team.
• Build and manage key client relationships, including complex matters.
• Oversee trust reporting, instructions, settlements and transaction requirements.
• Monitor covenants and portfolio requirements to ensure obligations are met.
• Contribute to building and reviewing Trust Manager models and testing.
• Drive QA and risk management improvements.

Skills

Trust management

Leadership

Client relationship management

Securitisation knowledge

Process improvement

Education

tertiary qualifications in business, accounting, economics, finance or related

Tools

Excel

SQL

VBA

Job description

Senior Manager, Trust Management - Perpetual Corporate Trust

• Lead a specialist Trust Management team supporting Australia's securitisation market
• Manage established client relationships, complex portfolios and new client onboarding
• Combine people leadership with technical trust management and process improvement

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore. We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance. Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients' success.

About the Role

Join Perpetual Corporate Trust in a senior leadership role supporting the delivery of accurate, timely and effective Trust Management services to the Australian securitisation market.

Reporting to the Head of Digital Solutions & Trust Management, you'll lead the day-to-day work of the Trust Management team while remaining close to the technical and client aspects of the role. You'll have scope across trust reporting, models, transactions, risk, new client onboarding and service delivery. You'll also work directly with clients and a broad range of market participants, including issuers, investors, banks, rating agencies and auditors.

In this role, you'll:

• Lead the daily, weekly and monthly operations of the Trust Management team
• Build and manage key client relationships, including supporting clients through sensitive or complex matters
• Oversee trust reporting, payment instructions, settlements and other transaction requirements
• Monitor trust covenants, trigger events and portfolio requirements, ensuring contractual obligations are met
• Bring your technical expertise to building and reviewing Trust Manager models and user acceptance testing
• Strengthen quality assurance and risk management practices while identifying opportunities to improve processes
• Develop your team through hands on technical support, coaching and training

About you

You're likely to be an experienced securitisation professional who is comfortable moving between technical detail, client conversations and team leadership. You can manage competing priorities without losing sight of accuracy, deadlines or service.

You'll bring

• Relevant tertiary qualifications in business, accounting, economics, finance or a related discipline.
• At least 10 years of experience in the securitisation industry.
• Demonstrated leadership experience, including managing and developing team members.
• Strong client relationship management skills and experience handling sensitive client matters.
• Sound technical and problem-solving capability, with a strong focus on accuracy and risk management.
• Ability to manage competing priorities and deliver against strict deadlines.
• Experience building or reviewing Trust Manager models and supporting user acceptance testing.
• Experience with Microsoft Excel, SQL or VBA would be desirable.

How we work

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve. We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Employee benefits

• We're committed to supporting hybrid working with our philosophy balancing business client and individual needs with 3-4 + days in modern recently renovated office
• Work from anywhere in Australia for up to one month each year
• An annual allowance to empower you to prioritise your personal wellbeing
• Study support and commitment to supporting professional development.