Senior Disclosure Manager – Perpetual Corporate Trust at Perpetual Limited | AU | Rezi

Senior Disclosure Manager – Perpetual Corporate Trust at Perpetual Limited

Senior Disclosure Manager – Perpetual Corporate Trust

Perpetual Limited · AU

Today

Senior Disclosure Manager – Perpetual Corporate Trust

Perpetual Limited · AU

3 hours ago
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About the Role

As Senior Disclosure Manager, you'll take ownership of the disclosure framework for a portfolio of Responsible Entity clients, helping investment managers bring products to market and maintain high quality investor communications. You'll work closely with clients, legal advisers and internal specialists to deliver clear, compliant disclosure that supports informed investment decisions. The role also provides leadership responsibility, with the opportunity to coach and support a Disclosure Manager.

Responsibilities

  • Lead the delivery of Product Disclosure Statements, Target Market Determinations, Information Memorandums and related investor documentation for managed fund clients.
  • Partner with investment managers, client management and scheme change teams to support product changes, transactions and disclosure updates.
  • Build trusted relationships with internal and external stakeholders to drive outcomes and manage competing priorities.
  • Ensure disclosure documents remain accurate, compliant and aligned with regulatory requirements.
  • Identify opportunities to improve disclosure processes and strengthen delivery standards.
  • Provide guidance and support to a Disclosure Manager, contributing to team capability and development.
  • Work across a variety of clients, products and transactions within a collaborative Responsible Entity Services team.

Requirements

  • Relevant tertiary qualifications in law, business, accounting or a related discipline
  • Experience within financial services, ideally within managed funds, investments or Responsible Entity/Trustee services
  • Experience managing regulated disclosure documentation in financial services, with exposure to documents such as PDSs, AIBs, TMDs and Information Memorandums, and a strong understanding of compliance and regulatory obligations
  • Previous legal, product management or Responsible Entity/Trustee experience will be highly regarded
  • Sound understanding of the managed funds industry and regulatory environment
  • Strong written communication skills and exceptional attention to detail
  • The ability to influence stakeholders and manage multiple priorities effectively.

Skills

  • Disclosure framework management
  • Investor communications
  • Stakeholder management
  • Regulatory compliance
  • Team leadership
  • Written communication
  • Attention to detail
  • Influencing stakeholders
  • Priority management

Location

  • Sydney, Australia

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Senior

Education Level

  • Tertiary qualifications in law, business, accounting or a related discipline

Benefits

  • Hybrid working model (3 days in office)
  • Work from anywhere in Australia for up to one month each year
  • Annual allowance for personal wellbeing
  • Study support
  • Commitment to supporting professional development

About the Company

  • 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.
  • 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.

Equal Opportunity

  • 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.