We're looking for a Relationship Manager, Active Philanthropy to join our Philanthropy & Community Trustee Services team, where you'll manage a portfolio of sophisticated giving structures and support clients in achieving their charitable and social impact goals.

This role offers the opportunity to work closely with individuals, families, corporate clients, external stakeholders and sector partners to deliver exceptional client outcomes. You'll combine relationship management, philanthropy expertise and commercial acumen to help clients maximise their giving impact while ensuring governance, compliance and fiduciary obligations are met. You'll also contribute to thought leadership, business growth initiatives and the ongoing evolution of our Active Philanthropy offering.

What you'll do:

- Manage a dedicated portfolio of Active Philanthropy clients, including public ancillary funds, private ancillary funds and corporate foundations.
- Build and maintain strong relationships with philanthropists, next-generation family members, corporate decision-makers, advisory panel members, sector partners and investment managers.
- Oversee governance, compliance, reporting and fiduciary responsibilities across a portfolio of charitable trust structures.
- Collaborate with internal teams to ensure client objectives are achieved and trustee obligations are met.
- Represent Equity Trustees at client meetings, industry events and philanthropic forums, helping strengthen our presence across the sector.
- Leverage fundraising, corporate giving and social impact expertise to support clients and build sector capacity.




- Contribute to business development activities, identifying opportunities to deepen client relationships and grow the Active Philanthropy portfolio.
- Support continuous improvement initiatives, including technology implementation, process enhancement and thought leadership content development.

What you'll need to succeed:

- 5+ years' experience in relationship management, client management or a related stakeholder-facing role.
- Strong knowledge of the philanthropy and for-purpose sector, with an understanding of its connections to wealth management and financial services.
- Experience in corporate giving, fundraising, philanthropy, social impact or charitable trust environments.
- Financial literacy and a sound understanding of investment concepts and their role in sustainable giving.
- Excellent relationship-building skills, with the ability to engage and influence a diverse range of stakeholders.
- Strong organisational, analytical and problem-solving skills, coupled with exceptional attention to detail.
- Demonstrated ability to manage competing priorities while delivering a high standard of client service.
- A collaborative mindset, a passion for creating impact, and a commitment to continuous improvement.




- Relevant tertiary qualifications are required. Qualifications in law, finance, philanthropy or social impact will be highly regarded, along with trust management, fundraising or corporate foundation experience.

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 2024
- 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 1888 Equity Trustees was established in 1888 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 clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is versatile, rewarding and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong and growing. Apply now to be part of a successful contemporary trustee company!

📌 Relationship Manager, Active Philanthropy (6 Month Fixed Term Contract) (Melbourne)
🏢 Equity Trustees
📍 Melbourne