Senior Transaction Manager, Managed Fund Services – Perpetual Corporate Tru at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Transaction Management, Stakeholder Engagement, Contract Negotiation, Regulatory Knowledge, Client Experience, Team Leadership, Process Improvement, Legal Documentation Review, Scheme Disclosure Documents, Conflict Resolution, Compliance, Business Development, Financial Services, Managed Investment Schemes, Fiduciary Services

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 Hybrid working model with 2 work‑from‑home days each week 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 become part of the Managed Fund Services Onboarding team within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT, is a leading fiduciary, custody, digital and markets business. With operations across Australia and Singapore, we support domestic and global managed funds, banking and financial services organisations, government bodies and sovereign wealth funds, and not-for-profits. About the Role Be accountable for delivering exceptional client experiences across new appointments and ensuring a seamless onboarding process through strong communication with clients, the Perpetual Corporate Trust Managed Fund Services (MFS) businesses, Sales team and other internal and external parties. Ensure transactions are managed end-to-end for all MFS product lines, including Responsible Entity, Wholesale Trustee and Custody. Key Responsibilities Lead the successful onboard of new clients from initial fee mandate to negotiation / execution of all documents relating to the establishment of new registered schemes / unregistered trusts. Settle contractual arrangements along with overseeing and coordinating the approval processes, including reporting to relevant subsidiary Boards Effective management of key stakeholders in the onboarding process, notably lawyers, investment managers/key service providers, other relevant internal areas, as required Coordinate and manage the end-to-end process of the review and approval of scheme disclosure documents (e.g. PDSs, Info Memos and TMDs) Lead transaction management personnel in the onboard of deals Update key systems with new appointments and ensure accurate operational setup Provide handover of new appointments to the client management teams Demonstrate excellent knowledge of applicable regulatory developments and changes which may affect the operation of MFS product lines Support business development activities and winning new clients/deals Provide client/market insights and trends to support current and new products within MFS’s chosen markets, where required Drive cross team collaboration and resolve conflicts to successfully win and onboard deals Ensure that Perpetual is protected from a legal and compliance perspective whilst achieving an efficient and supportive experience for the client Assist in projects and continuous improvement initiatives, as required. About you We’re interested in hearing from people who have: Hold tertiary qualifications in Business, Accounting, Economics, or Law. Bring 10+ years of experience in financial services, including at least 2 years in client onboarding or a comparable transaction-focused role. Demonstrate extensive experience reviewing and negotiating legal and contractual documentation across MFS product lines, particularly for retail and wholesale managed investment schemes. Possess strong knowledge of regulatory frameworks governing both registered and unregistered managed investment schemes. Excel in stakeholder engagement, with proven ability to manage multiple internal and external parties effectively. Provide leadership and guidance to team members, supporting capability development and fostering a collaborative culture. Bring a solutions-focused mindset, with the confidence to influence outcomes and support business goals. 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 is accountable for delivering exceptional client experiences during onboarding for Managed Fund Services, ensuring seamless transaction management across all product lines including Responsible Entity, Wholesale Trustee, and Custody. Key duties involve leading the onboarding of new clients, settling contractual arrangements, managing stakeholder approvals, and overseeing the review of scheme disclosure documents.