Senior Manager, Disclosure Compliance
7 days ago
As Senior Manager, Disclosure Compliance, you will play a key role in ensuring Equity Trustees delivers high-quality, compliant disclosure documents across our managed investment schemes and trustee services. Reporting directly to the Head of Disclosure & Marketing Governance, this is a senior specialist role where your expertise will directly shape and uplift the quality of EQT's disclosure practices.
About the role
- Review and provide input into key disclosure documents (e.g. PDS, prospectuses, Information Memoranda, fact sheets, TMD) to ensure accuracy, compliance, and clarity.
- Act as a trusted advisor on disclosure compliance, bringing a seasoned perspective to complex regulatory and governance requirements.
- Work closely with senior stakeholders, investment managers, legal advisors, and service providers to maintain best practice standards.
- Lead and mentor a small team (one direct report), and work alongside the process management team, contributing to a collaborative, high-performing culture.
- Support continuous improvement initiatives, enhancing the quality and timeliness of disclosure outputs across the business.
This is a high-level, senior role — you'll be the "go-to" person for disclosure oversight, stepping away from the mechanics of document drafting and instead reviewing, advising, and setting the standard.
What you need to succeed
- Extensive experience (7+ years) in disclosure compliance, ideally within funds management; superannuation exposure is highly regarded.
- Strong knowledge of trustee/Responsible Entity obligations, disclosure regulations, and managed fund governance.
- Proven track record in reviewing and uplifting offer documents within a regulated environment.
- Exceptional attention to detail, analytical skills, and a pragmatic, solutions-focused mindset.
- Leadership capability, with the ability to coach and influence both direct reports and stakeholders.
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.
- Discounted tax and estate planning services.
- 16 weeks paid parental leave for the primary career.
- 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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