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About the Role
As Transaction Manager, you will support the Managed Funds Services Transaction Management team, helping deliver a seamless onboarding experience for new client appointments. You will coordinate clients and internal and external stakeholders from initial discussions through to handover. The role reports to the Head of Transaction Management.
Responsibilities
- Lead client discussions and meetings for new appointments
- Manage KYC requirements and operational setup through the onboarding process
- Coordinate internal teams to confirm operational and regulatory requirements
- Negotiate appointment documentation and manage its execution with clients, lawyers and other internal stakeholders
- Deliver new client onboardings efficiently and independently, keeping key systems up to date
- Provide a clear handover of completed appointments to Client Management teams
- Support Sales and Product with prospective and existing client presentations, projects and process improvements
Requirements
- Experience reviewing and negotiating legal and contractual documentation, including from a fiduciary perspective
- An understanding of the regulatory, contractual and operational considerations relevant to managed funds services
- Strong stakeholder management, communication and time management skills
- The confidence to work directly with clients, lawyers and internal specialist teams
- Ability to manage onboarding activities independently while identifying opportunities to improve processes
Skills
- Financial services expertise
- Contractual expertise
- Stakeholder management
- Communication
- Time management
Location
- Sydney, Australia
Work Type
- Hybrid
- Full-time
Experience Level
- At least five years’ experience within financial services
- At least two years’ experience in onboarding or a similar role
Education Level
- Tertiary qualifications in Business, Accounting, Economics or Law
Benefits
- Hybrid working with 2-3+ days in the office
- Work from anywhere in Australia for up to one month each year
- An annual allowance for personal wellbeing
- Study support and commitment to 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.
- Perpetual 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.