Scheme Change Fund Compliance Manager, Responsible Entity Services – Perpet at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

31 May, 26

Salary

0.0

Posted On

02 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Scheme Amendment Governance, Regulatory Compliance, Risk Management, Board Engagement, Legal Documentation Review, Stakeholder Management, Project Management, Continuous Improvement, Responsible Entity Obligations, Corporations Act Knowledge, ASIC Guidance Application, Conflict Identification, Best-Interest Considerations, Negotiation, Client Service Orientation, Resilience

Industry

Financial Services

Description

Enjoy up to six weeks of leave plus an annual wellbeing allowance to support your health and lifestyle Modern, centrally located CBD offices with easy access to public transport Be part of a brand recognised as Trustee of the Year for ten consecutive years Hybrid working environment (3 days in office) 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 Corporate Trust (PCT). Reporting to the Senior Disclosure and Fund Compliance Manager, you’ll be at the centre of delivering superior governance, project leadership, and client service. You’ll partner with the Responsible Entity (RE) Services Team to manage scheme changes including but not limited to listings and delistings, new share classes, service provider transitions, scheme terminations, and updates to benchmarks, investment objectives, and strategies, capital raises, fund restructures, change in scheme auditors etc Key Responsibilities Scheme Amendment Governance & Delivery Deliver high‑quality, compliant scheme amendments and transactions across managed investment schemes in line with the Corporations Act, ASIC guidance, scheme constitutions, and Responsible Entity obligations Assess, scope, and execute a wide range of scheme changes including investment strategy changes, fee changes, service provider transitions, new classes, delistings/listings, and scheme terminations Facilitate end‑to‑end change management for scheme amendments, ensuring delivery within agreed timeframes, scope, and quality constraints Regulatory & Compliance Oversight Ensure all scheme amendments are implemented in compliance with applicable legislation, regulatory requirements, trust documentation, internal policies, and industry standards Identify, assess, and manage regulatory, operational, and investor risks associated with scheme amendments, including conflicts of interest and best‑interest considerations Promote a strong risk and compliance culture across scheme amendment activity, consistent with Responsible Entity governance frameworks Board & Committee Engagement Prepare high‑quality board and committee papers that clearly articulate the rationale for proposed amendments, investor impacts, regulatory considerations, and best‑interest outcomes Coordinate and manage board and committee approval processes for scheme amendments, including responding to technical queries and conditions Legal & Documentation Management Review, negotiate, and settle legal and financial documentation required to implement scheme amendments, including constitutions, amending deeds, service provider agreements, and ancillary documents Review and contribute to the preparation Significant Event Notices to investors Oversee the accuracy and completeness of documentation changes arising from scheme amendments and ensure appropriate version control and approvals Stakeholder & Client Management Manage complex internal and external stakeholder relationships throughout the scheme amendment lifecycle, including investment managers, legal advisers, fund administrators, custodians, and internal risk and compliance teams Work closely with Client Managers and Senior Disclosure and Fund Compliance Manager and Fund Disclosure team to deliver strong governance outcomes and a high‑quality client experience Attend and contribute to client meetings, providing clear advice on scheme amendment processes, regulatory requirements, and delivery timelines Project & Operational Management Project manage scheme amendment activity from initiation through to implementation, including tracking milestones, dependencies, and approvals Manage operational aspects of amendments such as buy‑backs, portfolio activity rollovers, and service provider transitions where relevant Continuous Improvement & Culture Contribute to the development and maintenance of scheme amendment frameworks, templates, trackers, and governance tools Support continuous improvement initiatives across Responsible Entity Services to enhance efficiency, risk management, and client outcomes Role model organisational values and behaviours, fostering collaboration, accountability, and high performance across teams About you We’re looking for someone with: Tertiary qualification in law, commerce, finance, accounting, or a related discipline, with demonstrated experience in a responsible entity, trustee, fund manager, or professional services environment supporting managed investment schemes Experienced scheme amendments specialist with a strong track record delivering complex and routine amendments across managed investment schemes within a Responsible Entity or trustee environment Strong expertise in funds regulation and governance, including the Corporations Act, ASIC guidance, scheme constitutions, disclosure obligations, and Responsible Entity duties, applied pragmatically to real‑world change Proven end‑to‑end change and project management capability, managing scheme amendments, restructures, and complex initiatives while balancing regulatory, commercial, timing, and stakeholder considerations Confident engaging with boards and senior stakeholders, with demonstrated experience preparing high‑quality board papers that clearly articulate rationale, investor impact, risk, and best‑interest considerations Legally and technically capable, with hands‑on experience reviewing, negotiating, and contributing to constitutions, amending deeds, service provider agreements, and disclosure documents (PDSs, TMDs, and related materials) Strong stakeholder and relationship manager, able to collaborate and influence effectively across legal, compliance, operations, client teams, and external service providers Risk‑aware and outcomes‑focused, with the ability to identify and manage regulatory, operational, and investor risks while maintaining a strong client service orientation Resilient and adaptable, comfortable operating in fast‑paced, high‑pressure environments and managing multiple schemes and competing priorities We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply. 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

The role centers on delivering high-quality, compliant scheme amendments and transactions for managed investment schemes, covering activities like listings, delistings, fee changes, and restructures in line with regulatory requirements. Key duties include overseeing end-to-end change management, ensuring regulatory compliance, preparing board papers, and managing legal documentation.