_{13th October, 2026}

Play a key role in protecting investor interests and strengthening trust across Equity Trustees' managed investment schemes.

This role combines compliance expertise, marketing governance oversight and stakeholder engagement to ensure investor and marketing communications for managed investment schemes remain accurate, compliant and aligned with regulatory obligations.

Reporting to the Manager, Marketing Governance, you'll join the Fund Disclosure team and work closely with investment managers and internal stakeholders. This is a hands-on specialist role with responsibility for marketing governance oversight and process enhancement.

What you'll do:

• Review marketing and investor communications including factsheets, newsletters, presentations, websites and other promotional materials relating to managed investment schemes.
• Provide specialist guidance to investment manager clients on disclosure obligations, marketing governance requirements and investor communications.
• Enhance and implement marketing governance frameworks, policies, review processes, while contributing to continuous improvement initiatives.
• Monitor regulatory developments and assess impacts on marketing activities and contribute to continuous improvement initiatives.
• Support website and digital content governance to ensure information remains current and compliant.

 What you'll need to succeed:

• Mandatory experience within funds management, investment management, Responsible Entity, trustee or a closely related financial services environment.
• Demonstrated experience in compliance, marketing governance, fund disclosure or legal roles within funds management.
• Strong understanding of Managed Investment Schemes (MIS), investment products and the regulatory obligations applying to investor and marketing communications.
• Experience reviewing and approving investment-related marketing materials such as factsheets, investor presentations, newsletters and website content.
• Ability to operate independently and provide trusted advice to investment managers and stakeholders.
• Strong understanding of investment management, managed investment schemes, regulatory requirements and compliance frameworks.
• Experience within a Responsible Entity or trustee environment will be highly regarded.
• Experience in designing policies or processes, and driving process improvement in a regulated environment is well 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
• 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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