Strategic Corporate Trustee Relations Manager

Equity Trustees Ltd; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Remuneration package

Wellness program

Volunteer program

Top 30 Best Workplaces to Giveback 202

Discounted tax and estate planning

Job summary

Equity Trustees Ltd. is seeking an experienced Relationship Manager for our Corporate Superannuation Trustees Services (CSTS) team in Australia. You will oversee a portfolio of corporate trustee clients, manage relationships, and ensure compliance within Equity Trustees' governance framework.

In this role you will meet with clients and service providers, drive key account plans, and collaborate across onboarding, disclosure, and oversight teams to deliver best-in-class service and governance.

Qualifications

• Solid experience in investment/funds management or trustee services.
• Working knowledge of fund operations, custodian/administrator functions, and compliance.
• 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 and service providers to 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/delistings, fund transitions, and terminations.
• Work alongside the Disclosure team to project manage end to end production of offer documents and TMDs.
• Present to internal decision-making committees.
• 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

Funds management

Trustee services

Fund operations

Governance & regulation

Relationship building

Prioritization

Education

Bachelor's degree in Business/Finance/Accounting

Job description

Equity Trustees Ltd. is seeking an experienced Relationship Manager for our Corporate Superannuation Trustees Services (CSTS) team in Australia. You will oversee a portfolio of corporate trustee clients, manage relationships, and ensure compliance within Equity Trustees' governance framework.

In this role you will meet with clients and service providers, drive key account plans, and collaborate across onboarding, disclosure, and oversight teams to deliver best-in-class service and governance.