_{16th September, 2026}

At Equity Trustees, we're passionate about helping our clients create lasting positive impact. Due to an internal secondment, we are seeking a Relationship Manager, Charitable Trusts to join our Philanthropy & Community Trustee Services team. In this role, you'll manage a diverse portfolio of charitable trusts, working closely with co-trustees, advisory boards, community leaders and internal specialists to deliver exceptional governance, investment oversight and philanthropic outcomes.
 
This is an exciting opportunity for a relationship-focused professional who combines strong stakeholder management skills with financial services expertise and a genuine passion for the for-purpose sector. You'll play a key role in helping charitable trusts achieve their objectives while ensuring the highest standards of governance, compliance and client service
 
What you'll do:
 
As a trusted advisor and relationship manager, you will:

• Manage a portfolio of charitable trusts, ensuring trustee obligations and trust objectives are delivered. 
• Build and maintain strong relationships with co-trustees, advisory panel members, investment managers and sector partners.
• Coordinate governance activities, trustee meetings, reporting and secretariat functions.
• Oversee trust administration, cashflow forecasting and investment review processes.
• Partner with internal teams to deliver exceptional client outcomes and continuous improvement initiatives.
• Represent Equity Trustees at client meetings, industry events and within the philanthropic community.
• Support the delivery of grants and charitable distributions in line with governance and regulatory requirements.

What you'll need to succeed:
 
To be successful in this role, you will bring:

• Demonstrated experience in client relationship and stakeholder management, ideally within financial services, wealth management, trustee services, private banking, family office or the social sector.
• Strong ability to engage, influence and build credibility with senior stakeholders. 
• Knowledge of investment markets, managed funds and portfolio construction.
• Experience preparing and reviewing cashflow forecasts.  Experience in reading and reviewing performance reports and investment review documentation will also be well regarded.
• Excellent written communication, analytical and organisational skills, with exceptional attention to detail.
• A collaborative approach and continuous improvement mindset.
• Relevant tertiary qualifications.  RG146 (or equivalent) will also be well regarded.
• Experience in charitable trusts, philanthropy, law, finance or social impact will be highly regarded.

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
• 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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