Manager, Relationships & Oversight
Core
Oversee a portfolio of corporate trustee clients in the managed funds industry, managing relationships and operational compliance.
Role type
Manager, Corporate Superannuation Trustees Services
Builds
Operational compliance frameworks, client service delivery, fund lifecycle management
Domain
Financial Services / Superannuation / Trustee Services
Deliverable
client delivery
Required skills
investment/funds management experience, fund operations knowledge, custodian/administrator functions expertise, regulatory compliance understanding, financial market knowledge, project management, financial reporting
Preferred skills
tertiary qualifications in Business, Finance, or Accounting
Responsibilities
Represent Equity Trustees to the market and foster strong client relationships, manage key account plans for strategic clients, oversee operational compliance for allocated corporate trust clients, assist with due diligence of investment managers and service providers, project manage client and fund lifecycle events, present to internal decision-making committees, oversee and approve fund expenses and debtors
Seniority
Manager, hands-on leadership
