Job Description
Reporting to the Head of Onboarding, New Business, this role plays a key part in supporting domestic and international asset managers looking to establish retail and wholesale funds in Australia.
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You will be responsible for managing end-to-end onboarding transactions across multiple jurisdictions and time zones, with a solid focus on stakeholder management, fund structuring, and delivering an exceptional client experience.
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Key Responsibilities
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Managing end-to-end onboarding of new fund structures and custody appointments across a range of asset classes.
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Building and maintaining strong relationships with clients, investment managers, legal advisors, and internal stakeholders.
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Leading the negotiation and preparation of legal and contractual documentation for new fund establishments.
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Project managing onboarding transactions, ensuring timelines, deliverables, and stakeholder expectations are met.
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Preparing and presenting documentation for internal committees, including approval memoranda and new fund information forms.
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Maintaining onboarding trackers, Salesforce updates, and internal checklists to ensure process consistency and accuracy.
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Coordinating and leading onboarding calls with clients and key stakeholders.
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Ensuring adherence to internal frameworks, policies, and SLAs across all onboarding processes.
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Supporting business development activities and contributing to a high-performing team culture.
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Staying up to date with regulatory requirements and assisting with compliance activities, including internal control testing.
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What You'll Need to Succeed
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Minimum 5 years' experience in financial services, with at least 2 years in a similar onboarding, funds management or client-facing role.
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Strong knowledge of the funds management industry, including retail and wholesale fund structures.
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Experience reviewing legal contracts and fund documentation.
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Excellent stakeholder management and relationship-building skills.
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Strong project management capability, with the ability to manage multiple onboarding processes simultaneously.
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Highly organised with strong attention to detail and time management skills.
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A client-focused mindset with a proactive and solutions-driven approach.
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Strong communication skills, both written and verbal.
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Experience using Microsoft Office and CRM systems such as Salesforce.
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Relevant tertiary qualifications in Business, Finance, Accounting, Economics or Law.
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What We Offer
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A warm, open, and supportive culture
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An attractive remuneration package, including reward and recognition programs
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An employee wellness program, including discounted health insurance and an employee assistance program
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A workplace volunteering and giving program to enable you to help others in the community
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We are proud to be part of the Top 30 Best Workplaces to Giveback ****
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Discounted tax and estate planning services
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16 weeks paid parental leave for the primary carer
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Great central CBD location, modern office fit-out and end-of-trip facilities
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Flexible/hybrid working environment
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About Us - Trusted Since ****
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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.
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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 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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Equity Trustees is over 145 years strong - and growing.

📌 Onboarding Manager, New Business (New South Wales)
🏢 Equity Trustees
📍 New South Wales