Job Description
Melbourne or Sydney
n
We have a fantastic prospect 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.
n
About the Role
n
n
Represent Equity Trustees to the market and foster strong, trusted client relationships
n
Meet with clients/ service providers on a regular basis and manage key account plans for strategic clients
n
Manage all aspects of operational compliance for an allocated group of corporate trust clients
n
Assist the Oversight and Monitoring team with due diligence and oversight of investment managers and service providers
n
Project manage client and fund lifecycle events including fund product changes, service provider changes, new share classes, listings/ delisting's, fund transitions, and terminations
n
Work alongside the Disclosure team to project manage end to end production of offer document and TMD's
n
Present to internal decision-making committee's
n
Oversee and approve fund expenses and debtors to ensure accurate financial reporting and timely recovery of outstanding amounts
n
Work alongside the Onboarding team to seamlessly transition new clients/ funds into day to day BAU
n
Collaborate with internal teams to improve processes and deliver great outcomes
n
Contribute to broader business initiatives and a high-performing team culture
n
n
What You'll Need to Succeed
n
n




Solid experience in investment/funds management or trustee services
n
Working knowledge of fund operations,
custodian/administrator
functions, and compliance
n
A good understanding of financial markets, governance, and regulatory requirements
n
Strong communication and relationship-building skills
n
Ability to manage competing priorities across multiple clients and projects
n
Tertiary qualifications in Business, Finance, or Accounting
n
n
What we offer
n
n
A warm, open, and supportive culture
n
An attractive remuneration package, including reward and recognition programs
n
An employee wellness program, including discounted health insurance and an employee assistance program
n
A workplace volunteering and giving program to enable you to help others in the community
n
We are proud to be part of the Top 30 Best Workplaces to Giveback ****
n
Discounted tax and estate planning services
n
16 weeks paid parental leave for the primary carer
n
Great central CBD location, modern office fit-out and end-of-trip facilities
n
Flexible/Hybrid working environment
n
n
About Us - Trusted Since ****
n
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.
n
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.
n
Equity Trustees is over 135 years strong - and growing.
#J-*****-Ljbffr

📌 Manager, Relationships & Oversight (Victoria)
🏢 Equity Trustees
📍 Victoria