_{24th April, 2025}

Regional Manager East - Health and Personal Injury
 
Join our Health & Personal Injury (HaPI) team as a Regional Manager and lead a high-performing team committed to delivering trusted, expert trustee services to vulnerable clients across New South Wales. In this key leadership role, you’ll be responsible for overseeing day-to-day operations, driving strategic direction, and ensuring the highest standards of client care, aligned with Equity Trustees’ fiduciary obligations.
 
You’ll play a key role in developing a skilled, engaged team while building strong relationships with clients and stakeholders. With a focus on empathy, professionalism, and practical solutions, you'll navigate complex legal and administrative frameworks to support meaningful outcomes for those who need it most.
 
About the Role

• Lead, inspire, and support a team of professionals delivering trustee and financial management services to individuals under enduring power of attorney, court or tribunal appointments, and personal injury settlements
• Build and maintain strong relationships with clients, legal guardians, government agencies, and medical professionals
• Oversee service delivery to ensure compliance with legislative and internal standards
• Represent Equity Trustees in client meetings, audits, and external reviews
• Drive continuous improvement initiatives to enhance client experience and service outcomes
• Contribute strategically to the growth of the Health & Personal Injury portfolio in NSW

What You'll Need to Succeed

• Proven leadership experience managing and developing high-performing teams
• Experience in Financial Services
• Diploma of Financial Planning (desirable)
• Strong understanding of compliance and relevant legislation
• Understanding of financial investments and related concepts
• Knowledge of Trust Administration and fiduciary obligations (desirable)
• A deep commitment to client service with the ability to demonstrate empathy, resilience, and professionalism
• Experience in managing complex client matters, including compensation trusts, health-related financial management, or enduring power of attorney arrangements (desirable)
• Excellent written and verbal communication skills, including preparing reports and leading meetings
• A continuous improvement mindset and ability to work collaboratively across teams
• Advanced computer literacy, particularly in Microsoft Word, Excel, and PowerPoint
• Strong organisational skills with exceptional attention to detail

What we offer

• A warm, open, and supportive culture
• An attractive remuneration package, including reward and recognition programs
• An employee wellness program, including discounted health insurance and an employee assistance program
• A workplace volunteering and giving program to enable you to help others in the community
• We are proud to be part of the Top 30 Best Workplaces to Giveback 2024
• Discounted tax and estate planning services
• 16 weeks paid parental leave for the primary carer
• Great central CBD location, Modern office fit-out and end-of-trip facilities
• Flexible/Hybrid working environment

About Us – Trusted Since 1888
 
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
 
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
 
Equity Trustees is over 145 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

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