Strategic Leader for Managed Funds

1 week ago

Sydney, New South Wales, Australia beBeeLeadership Full time $250,000 - $350,000

Key Leadership Role in a Dynamic Industry

EQT has recently integrated its Corporate Trustee Services and Superannuation Trustee Services businesses into a single entity, CSTS. As the leading trustee in Australia, CSTS oversees managed funds for 13 superannuation funds and over 430 managed funds.

In this strategic position, you will provide leadership to CSTS (Client Services and Trustee Solutions), guiding clients, service providers, and stakeholders across various areas such as accounting, tax, operational management, and compliance within the managed fund industry. Your responsibilities include identifying and implementing transformation initiatives to streamline team functions and ensure scalable operations for future growth.

About the Opportunity:

  • Provide strategic leadership in specialist areas such as accounting, tax, operations, and compliance within managed fund industries.
  • Drive transformation initiatives to streamline team functions and ensure sustainable operations for future growth.
  • Be an integral member of CSTS leadership team with exposure to EQT group's executive leadership and Board members.
  • Essential role requiring strong strategic leadership capability.
  • Strategic importance within CSTS and broader EQT Group.

Requirements:

  • Relevant tertiary and post-graduate qualifications.
  • Practising CA or CPA with 15+ years' experience in managed funds and/or superannuation industries.
  • Demonstrated leadership within complex, regulated environments.
  • Strong communication and stakeholder management skills.
  • Commercially aware with decision-making prowess.
  • Collaborative mindset and change management experience.

What We Offer:

  • A warm, open, and supportive work 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 Top 30 Best Workplaces to Giveback.
  • Discounted tax and estate planning services.
  • 12 weeks paid parental leave for the primary carer.
  • A great central CBD location, modern office fit-out, and end-of-trip facilities.
  • A flexible/hybrid working environment.

About Us - Trusted Since 1888

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.

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