Lead complex client onboarding across managed funds and fiduciary servicesWork closely with clients, legal advisers and senior internal stakeholdersUse your financial services and contractual expertise to improve the onboarding experience
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Perpetual Corporate Trust (PCT), a specialist business within the Perpetual Group, is a leading fiduciary, custody and digital business in Australia, with operations in Singapore.
We provide a unique range of products to help clients, and the industry, be more effective, efficient and economical while managing ever-increasing cyber security risks and maintaining compliance.
Domestic and global financial institutions leverage our corporate strength, commercial approach, risk and compliance practices, expertise and service excellence in debt markets, managed funds and digital solutions to enable our clients success.
About the Role
As Transaction Manager, you will support the Managed Funds Services Transaction Management team, helping deliver a seamless onboarding experience for recent client appointments.
You will coordinate clients and internal and external stakeholders from initial discussions through to handover.
In this role, you will manage new appointments across the onboarding lifecycle, working with clients, lawyers, investment managers, service providers and teams across Managed Funds Services, Legal, Risk, Compliance, Finance, Sales and Product.
The role reports to the Head of Transaction Management.
Key Responsibilities
Lead client discussions and meetings for new appointments
Manage KYC requirements and operational setup through the onboarding process
Coordinate internal teams to confirm operational and regulatory requirements




Negotiate appointment documentation and manage its execution with clients, lawyers and other key stakeholders
Deliver new client onboardings efficiently and independently, keeping key systems up to date
Provide a clear handover of completed appointments to Client Management teams
Support Sales and Product with prospective and existing client presentations, projects and process improvements.
About you
You will ideally have:
At least five years' experience within financial services
At least two years' experience in onboarding or a similar role
Experience reviewing and negotiating legal and contractual documentation, including from a fiduciary perspective
An understanding of the regulatory, contractual and operational considerations relevant to managed funds services
Strong stakeholder management, communication and time management skills
The confidence to work directly with clients, lawyers and internal specialist teams
Ability to manage onboarding activities independently while identifying opportunities to improve processes
Tertiary qualifications in Business, Accounting, Economics or Law.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
We're committed to creating an inclusive workplace where diversity is celebrated.
No matter your background or circumstances, we aim to provide an environment where you can thrive.
Employee benefits
We're committed to supporting hybrid working with our philosophy balancing business client and individual needs with 2 - 3 + days in modern recently renovated office
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development.
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📌 Transaction Manager - Perpetual Corporate Trust (Sydney)
🏢 Perpetual
📍 Sydney