Scheme Change Fund Compliance Manager, Responsible Entity Services – Perpetual Corporate Trust (Sydney)

Scheme Change Fund Compliance Manager, Responsible Entity Services – Perpetual Corporate Trust (Sydney)

This is a Scheme Change Fund Compliance Manager, Responsible Entity Services – Perpetual Corporate Trust role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - mid level, senior

More about the Scheme Change Fund Compliance Manager, Responsible Entity Services – Perpetual Corporate Trust role at Perpetual Limited

- Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle

- Modern, centrally located CBD offices with easy access to public transport

- Be part of a brand recognised as Trustee of the Year for ten consecutive years

- Hybrid working environment (3 days in office)

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.

This is an exciting opportunity to be part of Perpetual Corporate Trust (PCT). Reporting to the Senior Disclosure and Fund Compliance Manager, you’ll be at the centre of delivering superior governance, project leadership, and client service. You’ll partner with the Responsible Entity (RE) Services Team to manage scheme changes including but not limited to listings and delistings, current share classes, service provider transitions, scheme terminations, and updates to benchmarks, investment objectives, and strategies, capital raises, fund restructures, change in scheme auditors etc

Key Responsibilities

Scheme Amendment Governance & Delivery

- Deliver high‑quality, compliant scheme amendments and transactions across managed investment schemes in line with the Corporations Act, ASIC guidance, scheme constitutions, and Responsible Entity obligations

- Assess, scope, and execute a wide range of scheme changes including investment strategy changes, fee changes, service provider transitions, new classes, delistings/listings, and scheme terminations

- Facilitate end‑to‑end change management for scheme amendments, ensuring delivery within agreed timeframes, scope, and quality constraints

Regulatory & Compliance Oversight

- Ensure all scheme amendments are implemented in compliance with applicable legislation, regulatory requirements, trust documentation, internal policies, and industry standards

- Identify, assess, and manage regulatory, operational, and investor risks associated with scheme amendments, including conflicts of interest and best‑interest considerations

- Promote a strong risk and compliance culture across scheme amendment activity, consistent with Responsible Entity governance frameworks

Board & Committee Engagement

- Prepare high‑quality board and committee papers that clearly articulate the rationale for proposed amendments, investor impacts, regulatory considerations, and best‑interest outcomes

- Coordinate and manage board and committee approval processes for scheme amendments, including responding to technical queries and conditions

Legal & Documentation Management

- Review,



negotiate, and settle legal and financial documentation required to implement scheme amendments, including constitutions, amending deeds, service provider agreements, and ancillary documents

- Review and contribute to the preparation Significant Event Notices to investors

- Oversee the accuracy and completeness of documentation changes arising from scheme amendments and ensure appropriate version control and approvals

Stakeholder & Client Management

- Manage complex internal and external stakeholder relationships throughout the scheme amendment lifecycle, including investment managers, legal advisers, fund administrators, custodians, and internal risk and compliance teams

- Work closely with Client Managers and Senior Disclosure and Fund Compliance Manager and Fund Disclosure team to deliver strong governance outcomes and a high‑quality client experience

- Attend and contribute to client meetings, providing clear advice on scheme amendment processes, regulatory requirements, and delivery timelines

Project & Operational Management

- Project manage scheme amendment activity from initiation through to implementation, including tracking milestones, dependencies, and approvals

- Manage operational aspects of amendments such as buy‑backs, portfolio activity rollovers, and service provider transitions where relevant

Continuous Improvement & Culture

- Contribute to the development and maintenance of scheme amendment frameworks, templates, trackers, and governance tools

- Support continuous improvement initiatives across Responsible Entity Services to enhance efficiency, risk management, and client outcomes

- Role model organisational values and behaviours, fostering collaboration, accountability, and high performance across teams

About you

We’re looking for someone with:

- Tertiary qualification in law, commerce, finance, accounting, or a related discipline, with demonstrated experience in a responsible entity, trustee, fund manager, or professional services environment supporting managed investment schemes

- Experienced scheme amendments specialist with a strong track record delivering complex and routine amendments across managed investment schemes within a Responsible Entity or trustee environment

- Strong expertise in funds regulation and governance, including the Corporations Act, ASIC guidance, scheme constitutions, disclosure obligations, and Responsible Entity duties, applied pragmatically to real‑world change

- Proven end‑to‑end change and project management capability, managing scheme amendments, restructures,



and complex initiatives while balancing regulatory, commercial, timing, and stakeholder considerations

- Confident engaging with boards and senior stakeholders, with demonstrated experience preparing high‑quality board papers that clearly articulate rationale, investor impact, risk, and best‑interest considerations

- Legally and technically capable, with hands‑on experience reviewing, negotiating, and contributing to constitutions, amending deeds, service provider agreements, and disclosure documents (PDSs, TMDs, and related materials)

- Strong stakeholder and relationship manager, able to collaborate and influence effectively across legal, compliance, operations, client teams, and external service providers

- Risk‑aware and outcomes‑focused, with the ability to identify and manage regulatory, operational, and investor risks while maintaining a strong client service orientation

- Resilient and adaptable, comfortable operating in fast‑paced, high‑pressure environments and managing multiple schemes and competing priorities

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.

Employee benefits

- 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

Diversity and inclusion

- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

- A growing number of employee-led networks who work to raise awareness and drive continued change

- We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

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.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what’s outlined

Key Responsibilities

- ✅ Delivering scheme amendments
- Regulatory compliance oversight
- Stakeholder management

Key Strengths

- Scheme amendments specialist
- Funds regulation and governance expertise
- ️ Project management capability
- Stakeholder management
- ⚖️ Risk management
- ️ Adaptability

A Final Note: This is a role with Perpetual Limited not with Hatch.

📌 Scheme Change Fund Compliance Manager, Responsible Entity Services – Perpetual Corporate Trust (Sydney)
🏢 Perpetual
📍 Sydney