Manager, Professional Standards

2 days ago

Melbourne, Australia Equity Trustees Full time

The Manager Professional Standards will work closely with the Senior Manager, Business & Client Assurance Team (BCA PS) to deliver the first line of defence business support with a specific focus on trust, estate, taxation, philanthropy, estate planning, advice, and operational business. This role will also be part of a team responsible for implementing and managing the Trustee & Wealth Services (TWS) business and client assurance framework and related activities within Australian Executor Trustees, which Equity Trustee Wealth Services Limited has recently acquired.

This role will work with the team to deliver satisfaction to clients and key stakeholders, including TWS business units and their clients, Enterprise Risk and various regulators, Audit and related audit partners and the relevant Boards. You will develop and implement strategic initiatives to ensure Professional Standards continue to evolve and provide appropriate governance, risk and compliance frameworks and support to TWS. In addition, you will contribute to BCA PS's TWS Internal Audit Program, ensuring TWS meets all its internal/external audit obligations.

We're looking for an experienced individual with expertise in risk management, governance, or compliance-related roles within the financial services industry. You understand regulatory reform relating to estate planning and trustee services and have an uncanny ability to extract and interpret system data to uncover trends and themes. In addition, you have exceptional interpersonal skills and can influence and communicate with a range of stakeholders, especially at the Senior Executive, Management and Board levels.

Demonstrated leadership experience is essential, as is your RG146 qualification.

**What we can 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
- Great central CBD location, new office fit-out and end-of-trip facilities

**_Please note - this role will require you to travel to our interstate offices every two months._**

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and are now one of Australia's largest specialist trustee companies. We help our clients grow, manage, and protect their wealth now and for generations. As a trustee company, it is our responsibility to always act in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a flexible, rewarding workplace and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

This vacancy is managed directly by the Equity Trustees' HR team. We will contact our preferred agency partners should we require additional support. Thank you.

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