Transaction Manager, Custody – Perpetual Corporate Trust at Perpetual Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Client Onboarding, Negotiation, Stakeholder Management, Time Management, Presentation Skills, Data Orientation, Networking, Relationship Management, Regulatory Knowledge, Financial Services, Managed Funds, Asset Management, Legal Documentation, Cybersecurity, Continuous Improvement

Industry

Financial Services

Description

More Time Off for What Matters: Enjoy up to 6 weeks of leave An exciting client facing role, backed by the strength of the largest domestic alternative custodian in the Australian market Be part of a brand that’s been named Trustee of the Year 9 years running 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. PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore. We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely. Our solutions address growing cybersecurity challenges while ensuring robust compliance. Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms. At PCT, we’re committed to service excellence and enabling client success through innovation and integrity. In this dual-role position, you will be a key contributor to both sales and client onboarding for the Custody business. You’ll be responsible for supporting material sales growth and help expand our client base (40% of the role), while also providing exceptional service during new client appointments and ensuring a smooth onboarding experience (60% of the role). Success in this role relies on strong communication and collaboration across clients, the Custody team, the Sales team, and other internal and external stakeholders. About the Role Responsibility for delivering the new business financial targets for the Managed Funds Services (MFS) Custody business. Support the Sales strategy for MFS Custody Business. Support business development activities and complete all sales KPI’s on a daily, weekly, monthly basis. Manage all new client activity through Salesforce and generate regular business reports. Negotiate pricing for new transactions and prepare client pitches and proposals for new and existing custody clients. Provide client/market insights and trends to support new products required to continue the business to lead in each of its chosen markets. Lead initial and ongoing discussions with clients for new appointments, including attend meetings. Manage the completion of KYC where required. Collaborate with the Custody business to confirm operational and regulatory capabilities. Negotiate and oversee the execution of appointment documents. This includes taking the lead on managing key stakeholders in the onboarding process, notably lawyers, investment managers/key service providers, other relevant internal areas, as required. Demonstrate good knowledge of applicable regulatory developments and changes which may affect the operation of Perpetual’s custody and trustee clients. Complete onboards efficiently and autonomously. Update key systems with new appointments, as required. Provide a handover of new appointments to the client management teams. Assist in projects and continuous improvement initiatives, as required. About you We’re interested in hearing from people who have: Tertiary qualifications (Business/ Accounting/ Economics or Law) Have worked in financial services for at least five years with at least two years’ experience in onboarding or similar role Experience in reviewing and negotiating legal and contractual documentation, including custody, escrow and nominee agreements Existing product knowledge across the managed funds and asset management industries Demonstrable stakeholder and time management skills Strong negotiation and presentation skills Self-motivated high performer with ‘can do’ attitude Results driven and data orientated Networking and relationship management skills. 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 Transaction Manager will be responsible for delivering new business financial targets and supporting the sales strategy for the Managed Funds Services Custody business. This includes managing client onboarding and ensuring a smooth experience for new clients.