_{25th August, 2026}

Reporting to the Head of Onboarding, New Business, this role plays a key part in supporting domestic and international asset managers looking to establish retail and wholesale funds in Australia.
 
You will be responsible for managing end-to-end onboarding transactions across multiple jurisdictions and time zones, with a strong focus on stakeholder management, fund structuring, and delivering an exceptional client experience.
 
Key Responsibilities

• Managing end-to-end onboarding of new fund structures and custody appointments across a range of asset classes.
• Building and maintaining strong relationships with clients, investment managers, legal advisors, and internal stakeholders.
• Leading the negotiation and preparation of legal and contractual documentation for new fund establishments.
• Project managing onboarding transactions, ensuring timelines, deliverables, and stakeholder expectations are met.
• Preparing and presenting documentation for internal committees, including approval memoranda and new fund information forms.
• Maintaining onboarding trackers, Salesforce updates, and internal checklists to ensure process consistency and accuracy.
• Coordinating and leading onboarding calls with clients and key stakeholders.
• Ensuring adherence to internal frameworks, policies, and SLAs across all onboarding processes.
• Supporting business development activities and contributing to a high-performing team culture.
• Staying up to date with regulatory requirements and assisting with compliance activities, including internal control testing.

 
What You'll Need to Succeed

• Minimum 5 years' experience in financial services, with at least 2 years in a similar onboarding, funds management or client-facing role.
• Strong knowledge of the funds management industry, including retail and wholesale fund structures.
• Experience reviewing legal contracts and fund documentation.
• Excellent stakeholder management and relationship-building skills.
• Strong project management capability, with the ability to manage multiple onboarding processes simultaneously.
• Highly organised with strong attention to detail and time management skills.
• A client-focused mindset with a proactive and solutions-driven approach.
• Strong communication skills, both written and verbal.
• Experience using Microsoft Office and CRM systems such as Salesforce.
• Relevant tertiary qualifications in Business, Finance, Accounting, Economics or Law.

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 clients' 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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