Strategic Client Relationships & Compliance Manager

Equity Trustees; Sydney; Hybrid; AUD 130,000 - 190,000; Full time

Benefits offered by this job

Remuneration package

Wellness program

Volunteer program

Giveback recognition

Best Workplaces 2025

Tax & estate planning discounts

Parental leave 16 weeks

CBD location

Hybrid work

Job summary

Equity Trustees is seeking an experienced Relationship Manager to join our Corporate Superannuation Trustees Services team. You will oversee a portfolio of corporate trustee clients, managing relationships, operational compliance, and governance within our robust framework.

You will meet with clients and service providers, coordinate key account plans, and lead end-to-end fund lifecycle events. A strong background in funds management and regulatory knowledge is essential.

Qualifications

• Solid experience in investment/funds management or trustee services.
• Working knowledge of fund operations, custodian/administrator functions, and compliance.
• A good understanding of financial markets, governance, and regulatory requirements.
• Strong communication and relationship-building skills.
• Ability to manage competing priorities across multiple clients and projects.
• Tertiary qualifications in Business, Finance, or Accounting.

Responsibilities

• Represent Equity Trustees to the market and foster strong, trusted client relationships.
• Meet with clients/service providers on a regular basis and manage key account plans for strategic clients.
• Manage all aspects of operational compliance for an allocated group of corporate trust clients.
• Assist the Oversight and Monitoring team with due diligence and oversight of investment managers and service providers.
• Project manage client and fund lifecycle events including fund product changes, service provider changes, new share classes, listings/ delisting's, fund transitions, and terminations.
• Work alongside the Disclosure team to project manage end to end production of offer document and TMD's.
• Present to internal decision-making committee's
• Oversee and approve fund expenses and debtors to ensure accurate financial reporting and timely recovery of outstanding amounts
• Work alongside the Onboarding team to seamlessly transition new clients/ funds into day to day BAU
• Collaborate with internal teams to improve processes and deliver great outcomes
• Contribute to broader business initiatives and a high-performing team culture

Skills

Relationship management

Investment/funds management

Governance

Regulatory knowledge

Client communication

Prioritisation

Education

Business/Finance/Accounting degree

Job description

Equity Trustees is seeking an experienced Relationship Manager to join our Corporate Superannuation Trustees Services team. You will oversee a portfolio of corporate trustee clients, managing relationships, operational compliance, and governance within our robust framework.

You will meet with clients and service providers, coordinate key account plans, and lead end-to-end fund lifecycle events. A strong background in funds management and regulatory knowledge is essential.