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Transaction Manager, Custody - Perpetual Corporate Trust

Transaction Manager, Custody - Perpetual Corporate Trust

Perpetual LimitedCouncil of the City of Sydney, New South Wales, Australia
27 days ago
Job description

Transaction Manager, Custody - Perpetual Corporate Trust

Join to apply for the Transaction Manager, Custody - Perpetual Corporate Trust role at Perpetual Limited.

About the role

  • In this dual-role position, you will be a key contributor to both sales and client onboarding for the Custody business. You will be responsible for supporting material sales growth and helping expand our client base (approximately 40% of the role), while also providing exceptional service during new client appointments and ensuring a smooth onboarding experience (approximately 60% of the role).
  • Deliver the new business financial targets for the Managed Funds Services (MFS) Custody business.
  • Support the Sales strategy for MFS Custody Business.
  • Support business development activities and complete all sales KPI\'s on a daily, weekly, monthly basis.
  • Manage all new client activity through Salesforce and generate regular business reports.
  • Negotiate pricing for new transactions and prepare client pitches and proposals for new and existing custody clients.
  • Provide client / market insights and trends to support new products required to maintain leadership in the markets served.
  • Lead initial and ongoing discussions with clients for new appointments, including attending meetings.
  • Manage the completion of KYC where required.
  • Collaborate with the Custody business to confirm operational and regulatory capabilities.
  • Negotiate and oversee the execution of appointment documents and manage key stakeholders in the onboarding process (e.g., lawyers, investment managers, service providers, and other internal areas).
  • Demonstrate knowledge of applicable regulatory developments affecting Perpetual\'s custody and trustee clients.
  • Complete onboards efficiently and autonomously.
  • Update key systems with new appointments as required, and provide a handover of new appointments to the client management teams.
  • Assist in projects and continuous improvement initiatives as required.

About you

  • Tertiary qualifications (Business / Accounting / Economics or Law).
  • At least five years in financial services with at least two years of onboarding or a similar role.
  • Experience in reviewing and negotiating legal and contractual documentation, including custody, escrow, and nominee agreements.
  • Existing product knowledge across the managed funds and asset management industries.
  • Strong stakeholder and time management skills.
  • Strong negotiation and presentation skills.
  • Self-motivated high performer with a can-do attitude.
  • Results-driven and data-oriented.
  • Networking and relationship management skills.

    • How we work

    Our culture is underpinned by the organisational behaviours Stretch, Own it, Make an impact, guiding day-to-day interactions, decision-making, and problem solving.

    Employee benefits

  • Work from anywhere in Australia for up to one month each year.
  • An annual wellbeing allowance.
  • Study support and commitment to professional development.

    • Diversity and inclusion

  • Commitment to all aspects of diversity and inclusion through a robust seven-pillar strategy.
  • Employee-led networks to raise awareness and drive change.
  • Support for Aboriginal and Torres Strait Islander communities; we encourage applications from Indigenous peoples.

    • We are committed to creating an inclusive workplace where diversity is celebrated and all employees can thrive.

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    Manager Transaction • Council of the City of Sydney, New South Wales, Australia