Melbourne or Sydney
About the Role:
We have a fantastic opportunity for an experienced relationship manager to join our Corporate Superannuation Trustees Services (CSTS) team.
In this role, you'll oversee a portfolio of corporate trustee clients operating in the managed funds industry, managing both the relationship and operational compliance within Equity Trustees' robust framework.
You'll act as a key client contact, oversee operational compliance, coordinate key client and fund changes and ensuring best-in-class service and governance.
Role 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




What You'll Need to Succeed:
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
Robust communication and relationship-building skills
Ability to manage competing priorities across multiple clients and projects
Tertiary qualifications in Business, Finance, or Accounting
What we offer:
A warm, open, and supportive culture
An attractive remuneration package, including reward and recognition programs
An employee wellness program, including discounted health insurance and an employee assistance program
A workplace volunteering and giving program to enable you to help others in the community
We are proud to be part of the Top 30 Best Workplaces to Giveback ****
Discounted tax and estate planning services
16 weeks paid parental leave for the primary carer
Great central CBD location, modern office fit-out and end-of-trip facilities
Flexible/Hybrid working environment
About Us - Trusted Since ****
Equity Trustees was established in **** and is now one of Australia's largest specialist trustee companies.
We help our clients grow, manage and protect their wealth now and for future generations.
As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development.
Just as you will help us grow our business, we will help you grow in your career.
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📌 Manager, Relationships & Oversight (New South Wales)
🏢 Equity Trustees
📍 New South Wales