Senior Transaction Manager, Managed Fund Service – Perpetual Corporate Trust
Core
Lead complex managed funds transactions from appointment through to successful onboarding for new clients across Responsible Entity, Trustee, and Custody services.
Role type
Senior Transaction Manager (Managed Fund Services Onboarding)
Builds
New Managed Fund Services appointments (registered schemes and unregistered trusts)
Domain
Financial Services / Managed Funds / Corporate Trust
Required skills
Managed funds expertise, Legal and contractual documentation negotiation, Regulatory knowledge (registered/unregistered schemes), Stakeholder management, Operational setup coordination, Leadership
Preferred skills
Tertiary qualifications in Business/Accounting/Law, Experience with PDS/IM/TMD disclosure documents, Business development support
Technologies
None stated
Responsibilities
Lead onboarding of new clients including establishment of registered schemes and unregistered trusts; Manage negotiation and execution of contractual documentation; Coordinate review and approval of disclosure documents; Build relationships with clients, lawyers, and internal teams; Oversee operational setup and handover to client management teams; Apply regulatory knowledge to protect the firm and support client experience.
Seniority
Senior, hands-on IC with leadership capability