Transaction Manager – Perpetual Corporate Trust

Perpetual PWM Services Pty Ltd; Sydney; Hybrid; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Hybrid work with 2–3 days in office

Work from anywhere in Australia up to

Annual wellbeing allowance

Study support and professional dev.

Job summary

Perpetual Group is seeking a Transaction Manager to support the Managed Funds Services onboarding lifecycle in Sydney. You will coordinate clients, lawyers and internal teams from initial discussions through to handover, managing KYC and regulatory requirements to ensure a smooth onboarding.

Ideal candidates have 5+ years in financial services, 2+ years in onboarding, strong contract review skills and proven stakeholder management. Hybrid work with access to a modern office is offered.

Qualifications

• Five+ years’ experience within financial services.
• Two+ years’ onboarding or similar role.
• Experience reviewing and negotiating legal and contractual documentation from a fiduciary perspective.
• Understanding regulatory, contractual and operational considerations for managed funds services.
• Strong stakeholder management, communication and time management skills.
• Ability to work directly with clients, lawyers and internal specialist teams.
• Ability to manage onboarding independently while identifying process improvements.
• Tertiary qualifications in Business, Accounting, Economics or Law.

Responsibilities

• Lead client discussions and meetings for new appointments.
• Manage KYC requirements and onboarding setup.
• Coordinate internal teams to confirm regulatory requirements.
• Negotiate appointment documentation with clients, lawyers and other stakeholders.
• Deliver onboarding efficiently and keep key systems up to date.
• Provide a clear handover of completed appointments to Client Management teams.
• Support Sales and Product with client presentations and process improvements.

Skills

Client onboarding

Stakeholder management

Legal/document review

Regulatory knowledge

Communication

Project coordination

Time management

Education

Business/Accounting/Economics/Law degree

Job description

• Lead complex client onboarding across managed funds and fiduciary services
• Work closely with clients, legal advisers and senior internal stakeholders
• Use your financial services and contractual expertise to improve the onboarding experience

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

As Transaction Manager , you will support the Managed Funds Services Transaction Management team, helping deliver a seamless onboarding experience for new client appointments. You will coordinate clients and internal and external stakeholders from initial discussions through to handover. In this role, you will manage new appointments across the onboarding lifecycle, working with clients, lawyers, investment managers, service providers and teams across Managed Funds Services, Legal, Risk, Compliance, Finance, Sales and Product. The role reports to the Head of Transaction Management.

Key Responsibilities

• Lead client discussions and meetings for new appointments
• Manage KYC requirements and operational setup through the onboarding process
• Coordinate internal teams to confirm operational and regulatory requirements
• Negotiate appointment documentation and manage its execution with clients, lawyers and other key stakeholders
• Deliver new client onboardings efficiently and independently, keeping key systems up to date
• Provide a clear handover of completed appointments to Client Management teams
• Support Sales and Product with prospective and existing client presentations, projects and process improvements.

About you

You will ideally have:

• At least five years’ experience within financial services
• At least two years’ experience in onboarding or a similar role
• Experience reviewing and negotiating legal and contractual documentation, including from a fiduciary perspective
• An understanding of the regulatory, contractual and operational considerations relevant to managed funds servicesStrong stakeholder management, communication and time management skills
• The confidence to work directly with clients, lawyers and internal specialist teams
• Ability to manage onboarding activities independently while identifying opportunities to improve processes
• Tertiary qualifications in Business, Accounting, Economics or Law.

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.