Senior Transaction Manager, Managed Fund Services

Perpetual Limited; Sydney; Hybrid; AUD 140,000 - 200,000; Full time

Benefits offered by this job

Hybrid working with 2-3 days in office

Work from anywhere in Australia up to

Annual wellbeing allowance

Study support and professional dev.

Job summary

Perpetual Limited, via Perpetual Corporate Trust, seeks a Senior Transaction Manager to lead end-to-end onboarding of new Managed Fund Services clients, covering Responsible Entity, Wholesale Trustee and Custody lines.

You will coordinate clients, lawyers, investment managers, service providers and internal teams through fee mandates, documentation, approvals, and operational handover, ensuring a seamless client experience.

Qualifications

• Tertiary qualifications in Business, Accounting, Economics or Law.
• Substantial financial services experience and strong understanding of the legal, regulatory and operational requirements in managed investment schemes.
• At least 10 years' experience in financial services, including at least two years in onboarding or a similar role.
• Strong experience reviewing and negotiating legal and contractual documentation for retail and wholesale schemes.
• Detailed knowledge of regulations governing registered and unregistered managed investment schemes.
• Strong stakeholder management, negotiation, presentation and relationship management skills.
• Excellent time management and ability to manage complex transactions across multiple parties.
• Understanding of Responsible Entity, Trustee and Custody functions across regulatory, contractual and operational requirements.
• Leadership capability and ability to lead teams across functions.

Responsibilities

• Lead the onboarding of new clients, including establishment of registered schemes and unregistered trusts.
• Manage negotiation and execution of contractual documentation and approval processes.
• Coordinate review and approval of disclosure documents including PDSs, IMs and TMDs.
• Build effective relationships with clients, lawyers, investment managers, service providers and internal stakeholders.
• Oversee operational setup and ensure new appointments are handed over to client management teams.
• Apply current regulatory knowledge to protect Perpetual while supporting client experience.
• Support business development, continuous improvement and cross-team collaboration to onboard new business.

Skills

Stakeholder management

Negotiation

Presentation skills

Relationship management

Leadership

Education

Business/Accounting/Economics/Law degree

Job description

• Lead complex managed funds transactions from appointment through to successful onboarding
• Work closely with clients, legal advisers, investment managers and senior internal stakeholders
• Apply deep managed funds expertise across Responsible Entity, Trustee and Custody services

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

This is an exciting opportunity to become part of the Managed Fund Services Onboarding team within Perpetual Corporate Trust (PCT).

Join PCT in a senior transaction management role focused on delivering a seamless experience for new Managed Fund Services clients. As Senior Transaction Manager, you'll manage new Managed Fund Services appointments end to end across Responsible Entity, Wholesale Trustee and Custody product lines. You'll coordinate clients, lawyers, investment managers, service providers and internal teams to progress transactions from initial fee mandate through documentation, approval, operational setup and handover.

Key responsibilities include:

• Lead the onboarding of new clients, including the establishment of registered schemes and unregistered trusts
• Manage the negotiation and execution of contractual documentation and associated approval processes
• Coordinate the review and approval of disclosure documents including PDSs, Information Memorandums and TMDs
• Build effective relationships with clients, lawyers, investment managers, service providers and internal stakeholders
• Oversee operational setup and ensure new appointments are handed over effectively to client management teams
• Apply current regulatory knowledge to help protect Perpetual while supporting an efficient client experience
• Support business development, continuous improvement and cross team collaboration to win and successfully onboard new business.

About you

• Tertiary qualifications in Business, Accounting, Economics or Law
• You bring substantial financial services experience and a strong understanding of the legal, regulatory and operational requirements involved in managed investment schemes
• At least 10 years' experience in financial services, including at least two years in onboarding or a similar role
• Strong experience reviewing and negotiating legal and contractual documentation for retail and wholesale schemes
• Detailed knowledge of regulations governing registered and unregistered managed investment schemes
• Strong stakeholder management, negotiation, presentation and relationship management skills
• Excellent time management skills and the ability to manage complex transactions across multiple parties
• An understanding of Responsible Entity, Trustee and Custody functions across regulatory, contractual and operational requirements
• Leadership capability, with the ability to lead teams where required and collaborate across functions.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

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 2 - 3 + 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.