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.

About the Role:

Represent Equity Trustees to the market and foster solid, trusted client relationships

Meet with clients/ service providers on a regular basis and manage key account plans for strategic clients

Manage all aspects of operational compliance for an allocated group of corporate trust clients

Assist the Oversight and Monitoring team with due diligence and oversight of investment managers and service providers

Project manage client and fund lifecycle events including fund product changes, service provider changes, new share classes, listings/ delisting's, fund transitions, and terminations

Work alongside the Disclosure team to project manage end to end production of offer document and TMD's

Present to internal decision-making committee's

Oversee and approve fund expenses and debtors to ensure accurate financial reporting and timely recovery of outstanding amounts

Work alongside the Onboarding team to seamlessly transition new clients/ funds into day to day BAU

Collaborate with internal teams to improve processes and deliver great outcomes

Contribute to broader business initiatives and a high-performing team culture

What You'll Need to Succeed:





Solid experience in investment/funds management or trustee services

Working knowledge of fund operations, custodian/administrator functions, and compliance

A good understanding of financial markets, governance, and regulatory requirements

Strong communication and relationship-building skills

Ability to manage competing priorities across multiple clients and projects

Tertiary qualifications in Business, Finance, or Accounting

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 2025

Discounted tax and estate planning services

16 weeks paid parental leave for the primary carer

Great central CBD location, up-to-date 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 client's 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 135 years strong - and growing.

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