Consultant, Platform – Perpetual Digital at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

21 Dec, 25

Salary

0.0

Posted On

22 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Data Analysis, Trust Management, Securitisation, Communication Skills, Problem-Solving, Stakeholder Engagement, Excel, Project Management, Process Improvement, Product Innovation, Documentation, User Testing, Data Integrity, Legal Document Analysis, Reporting

Industry

Financial Services

Description

More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance Be part of a high-impact team revolutionising digital solutions for the debt markets in a fast-growing fintech environment 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. This is an exciting opportunity to be part of Perpetual Digital. Perpetual Digital, Perpetual Corporate Trust (PCT) innovation company, helps drive PCT, our clients’ and the broader markets success through our next-generation software and data solutions. Reporting to the Senior Platform Consultant, in this role you will be responsible for executing, the onboarding of clients onto Perpetual Digital’s platform product suite (Trust Management) including systems integration, overall performance, and great client experience. About the Role You’ll work directly with clients and internal teams to ensure seamless integration, deliver a great client experience, and support continuous product and process improvement. In addition your responsibilities may include: Lead and manage client onboarding projects from initiation to completion Analyse client data and legal documents to configure Excel trust models in our digital platform Identify and resolve data gaps to ensure accurate system setup Develop expertise in trust management processes and asset data templates (RMBS, CMBS, AUTO) Understand current data templates for various reports, including RBA, ODIN and ESMA reporting. Interpret client data, recommend validation rules, and improve data integrity Escalate issues and prepare onboarding status reports Deliver seamless client onboarding and enhance the client experience Gather client feedback, support user testing, and coordinate handover to BAU Contribute to product innovation, process improvement, and documentation Participate in product design, testing, and requirements gathering sessions Prepare user guides, status reports, and internal process documentation. About you We’re looking for someone with: Tertiary qualification in Statistics, Mathematics, Economics, Finance or other relevant numerate degree 2+ years' experience in Securitisation, Trust Management or Treasury with strong existing relationships within the securitisation market Very strong communications skills to engage with internal and external stakeholders in the business, ranging from Analysts to Senior Management Solid understanding of business needs and focusing on customers beyond the technical outputs and reports Demonstrated strong problem-solving skills Ability to influence stakeholder with diverse points of view Ability to handle multiple competing priorities in a fast-paced environment Strong organisational skills and able to apply a methodical, considered approach to developing onboarding plans and working with clients during this phase Intermediate skills in Excel, demonstrating an ability to analyse data quickly and draw conclusions Effective communication skills; clear, concise and focused verbal and written communications. 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. Employee benefits 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 Diversity and inclusion Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy A growing number of employee-led networks who work to raise awareness and drive continued change We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People 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. Perpetual is an ASX-listed, diversified financial services company which has been serving clients since 1886. Across our four business divisions - Perpetual Asset Management Australia, Perpetual Asset Management International, Perpetual Private and Perpetual Corporate Trust - we aim to protect and grow our clients' wealth, knowing that by doing so we can make a difference in their lives. Trust is earned, every day. We have been earning the trust of our clients for more than 130 years and pride ourselves on our long-standing client relationships - some of which span five generations. Each and every day our people bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual. Our reward is personal and professional development and the pride that comes from doing the best for our clients. In 1885, a committee of business and professional people, including future Prime Minister, the Honourable Sir Edmund Barton, gathered in Sydney for the purpose of forming a trustee company. Perpetual Trustee Company Limited was formed on 28 September 1886 and since then has been entrusted by generations of Australians to manage, grow and protect their wealth. Through wars, recessions and financial crises, we have continually evolved to meet the challenges of constant social, technological and economic change. Our core values and financial principles have endured through time and will continue to endure.

Responsibilities

You will be responsible for executing the onboarding of clients onto Perpetual Digital’s platform product suite, ensuring seamless integration and a great client experience. This includes leading client onboarding projects, analyzing client data, and contributing to product innovation.