Are you an experienced product disclosure, governance or funds management qualified with a passion for ensuring high-quality, compliant investment product disclosures?
We're looking for a Senior Manager, Product Disclosure & Governance to join our Corporate Trustee Services (CTS) team.In this specialist role, you'll provide subject matter expertise across investment products and disclosure obligations, helping to ensure Equity Trustees delivers accurate, compliant and market-leading disclosure documents across a diverse range of managed funds, unit trusts and ETFs.
Working closely with investment managers, legal advisers and internal stakeholders, you'll play a critical role in strengthening disclosure governance frameworks while supporting the delivery of exceptional client outcomes.What you'll do:Provide subject matter expertise on investment products, disclosure obligations and product governance requirements across managed funds, unit trusts and ETFsReview and edit Product Disclosure Statements (PDSs), Information Memoranda (IMs), Target Market Determinations (TMDs) and other disclosure documents, providing drafting support where required, to ensure accuracy, compliance and alignment with industry best practiceConduct disclosure reviews and verification activities, challenging assumptions and ensuring appropriate supporting evidence is maintainedAssess disclosure impacts arising from product changes, investment strategy changes and evolving regulatory requirementsBuild trusted relationships with investment managers, legal advisers,



fund administrators and internal stakeholders to drive high-quality disclosure outcomesPresent disclosure matters, risks and governance considerations to Disclosure Due Diligence and Product Governance CommitteesSupport the ongoing enhancement of Equity Trustees' disclosure governance framework, policies, procedures and controls while identifying opportunities to improve efficiency and risk management outcomesWhat you'll need to succeed:Demonstrated experience in product management, product governance or disclosure management within funds management, asset management, wealth management, trustee or responsible entity businessesMinimum 8 years' experience in financial services, with significant exposure to disclosure management, product governance, legal, compliance or related functionsExtensive experience reviewing, managing and drafting regulated disclosure documents, including PDSs, IMs, TMDs and other investor disclosure materialsDeep understanding of managed funds, investment products, fund structures, asset classes and disclosure obligations under the Corporations Act and ASIC regulatory frameworkStrong stakeholder management skills with the ability to provide practical guidance to investment managers,



clients and business stakeholdersProven ability to assess regulatory change, identify disclosure risks and implement effective governance outcomesTertiary qualifications in Business, Finance, Accounting, Economics, Law or a related disciplineWhat we offer:A warm, open, and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programA workplace volunteering and giving program to enable you to help others in the communityWe are proud to be part of the Top 30 Best Workplaces to Giveback ****Discounted tax and estate planning services16 weeks paid parental leave for the primary carerGreat central CBD location, modern office fit-out and end-of-trip facilitiesFlexible/Hybrid working environmentAbout 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 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.Equity Trustees is over 145 years strong and growing.
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📌 Senior Manager, Product Disclosure & Governance (Melbourne)
🏢 Equity Trustees
📍 Melbourne