Job Description
We have a fantastic opportunity 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.
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About the Role:
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Represent Equity Trustees to the market and foster strong, trusted client relationships
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Meet with clients/ service providers on a regular basis and manage key account plans for strategic clients
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Manage all aspects of operational compliance for an allocated group of corporate trust clients
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Assist the Oversight and Monitoring team with due diligence and oversight of investment managers and service providers
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Project manage client and fund lifecycle events including fund product changes, service provider changes, new share classes, listings/ delisting's, fund transitions, and terminations
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Work alongside the Disclosure team to project manage end to end production of offer document and TMD's
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Present to internal decision-making committee's
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Oversee and approve fund expenses and debtors to ensure accurate financial reporting and timely recovery of outstanding amounts
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Work alongside the Onboarding team to seamlessly transition new clients/ funds into day to day BAU
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Collaborate with internal teams to improve processes and deliver great outcomes
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Contribute to broader business initiatives and a high-performing team culture
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What You'll Need to Succeed:
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Solid experience in investment/funds management or trustee services
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Working knowledge of fund operations,
custodian/administrator
functions, and compliance
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A good understanding of financial markets, governance, and regulatory requirements
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Strong communication and relationship-building skills
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Ability to manage competing priorities across multiple clients and projects
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Tertiary qualifications in Business, Finance, or Accounting
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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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Versatile/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. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
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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 135 years strong - and growing.

📌 Manager, Relationships & Oversight (New South Wales)
🏢 Equity Trustees
📍 New South Wales