Senior Manager, Trust Management – Perpetual Corporate Trust

Perpetual Limited; Sydney; Hybrid; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Hybrid working 3-4 days in office

Work from anywhere in Australia for up

Wellbeing allowance

Study support & professional dev

Job summary

Perpetual Group, a leading Australian financial services group, seeks a senior leader to head the Trust Management team within Perpetual Corporate Trust. The role focuses on delivering accurate trust services for the securitisation market while overseeing client onboarding and complex portfolios.

You will manage daily operations, build key client relationships, and drive improvements in reporting, risk controls, and process efficiency.

Qualifications

• Minimum 10 years in the securitisation industry.
• Experience leading and developing a team.
• Strong client relationship management and handling sensitive matters.
• Strong accuracy and risk management focus.
• Experience building or reviewing Trust Manager models and supporting user acceptance testing.

Responsibilities

• Lead the daily, weekly and monthly operations of the Trust Management team.
• Build and manage key client relationships, including guiding clients through complex matters.
• Oversee trust reporting, payment instructions, settlements and other transaction requirements.
• Monitor trust covenants, trigger events and portfolio requirements to meet contractual obligations.
• Contribute technical expertise to building and reviewing Trust Manager models and conducting UAT.
• Strengthen QA and risk practices and identify process improvements.
• Develop the team through hands-on coaching and training.

Skills

Leadership

Client relationship management

Trust reporting

Model development

Risk management

Coaching & training

SQL

Excel

VBA

Education

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

Tools

SQL

Excel

VBA

Job description

• Lead a specialist Trust Management team supporting Australi'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.

We love hearing from people who are inspired to shape the future with us.

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.