This is a Senior Transaction Manager, Managed Fund Services – Perpetual Corporate Trust role with Perpetual Limited based in Sydney, NSW, AU Perpetual Limited Role Seniority - senior More about the Senior Transaction Manager, Managed Fund Services – Perpetual Corporate Trust role at Perpetual Limited 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. Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Perpetual Limited team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Leading client onboarding Managing stakeholder relationships Coordinating documentation review Key Strengths Client onboarding Stakeholder management Regulatory knowledge Leadership Problem-solving Project management A Final Note: This is a role with Perpetual Limited not with Hatch.
