Head of Trustee Services/Responsible Manager
General Manager, Trustees
Fund Services | Trustee & Custody | Financial Services
An established and rapid-growing specialist financial services provider — delivering
trustee, custody, debt capital markets and fund administration
services to institutional and wholesale clients — is seeking an experienced
General Manager, Trustees
to lead its
Trustee relationship management function
.
This is a rare opportunity to step into a
senior leadership
role at a firm on a genuine
growth trajectory
, with the backing and international reach that comes from being part of a larger
global fund services group
. You'll have real autonomy to shape strategy, build out a high-performing team, and be the senior voice on trustee governance for a diverse and growing client portfolio.
The Opportunity
Reporting to the
Managing Director
, you'll take ownership of the
Trustee relationship management function
end-to-end — from
strategic direction
and client retention through to operational delivery,
financial performance
and
risk oversight
. You'll act as the
senior subject matter expert
on registered and unregistered managed investment schemes and trustee obligations, and be the face of the business for key clients, fund managers and industry stakeholders.
What you'll be doing
Setting
strategic direction
for
client onboarding, retention
and service quality across the Trustee portfolio
Leading,



mentoring and developing a relationship management team, embedding ownership and risk awareness
Owning
financial performance
of the client portfolio and acting as the
senior escalation point
for complex client and governance matters
Partnering with compliance, legal and operations on
regulatory obligations
, tracking market trends, and representing the firm with clients and industry partners
What we're looking for
Degree in
Finance, Business, Economics
or related field, with
5+ years'
experience in fund management, asset management or a similar financial services role
Strong understanding of
regulatory requirements and compliance
within funds management
Proven
leadership track record
with excellent
stakeholder management and communication skills
Strategic, analytical thinker, comfortable working with financial software and data analysis tools
Why apply
This is a chance to lead a critical function at a business entering an exciting new
growth phase
, with genuine scope to influence strategy, build your team, and grow your
career
within an internationally connected organisation.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a Responsible Manager?
How much notice are you required to give your current employer?
How many years of asset accounting experience do you have?
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📌 Head Of Trustee Services/Responsible Manager (New South Wales)
🏢 @
📍 New South Wales